Financial Benefits Consultant (FINRA Licensed)VirtualVocations • Irvine, California, United States
serp_jobs.error_messages.no_longer_accepting
Financial Benefits Consultant (FINRA Licensed)
VirtualVocations • Irvine, California, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Financial Benefits Consultant to assist clients in achieving their financial wellness goals.
Key Responsibilities
Build and maintain strong relationships with high-income participants, coordinating meetings with planners
Assist in creating comprehensive financial plans and respond to participant inquiries regarding executive benefits
Implement and review investment strategies, staying informed about market trends and regulatory changes
Required Qualifications
Bachelor's degree in Finance, Economics, Business Administration, or a related field
Minimum of 3 years of experience in financial planning or wealth management
FINRA Series 7 and NASAA Series 63 registrations required
Life insurance licensing and Chartered Retirement Planning Counselor (CRPC) preferred
Knowledge of financial wellness and investment management strategies
serp_jobs.job_alerts.create_a_job
Financial Consultant • Irvine, California, United States
Job_description.internal_linking.related_jobs
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_more
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while...serp_jobs.internal_linking.show_more
Time freedom, uncapped income, and a team that actually has your back.Join our incredible culture of experienced agents ready to help you take the next step! 🐘 Peterson Life & Wealth is...serp_jobs.internal_linking.show_more
The Wood Agency is expanding nationwide.Whether you’re an experienced advisor or just starting out, we provide the mentorship, tools, and system you need to succeed.
Comprehensive training (no exper...serp_jobs.internal_linking.show_more
Benefits Specialist Insurance Producer.Work at Home or Office (Virtual) Costa Mesa.We are seeking an experienced producer that is looking for an opportunity to earn more and expand their business.P...serp_jobs.internal_linking.show_more
Financial Reporting Consultant.Pacific Life is investing in bright, agile, and diverse new talent to ensure we continue to innovate and strengthen relationships with our policyholders.That's why we...serp_jobs.internal_linking.show_more
Join an Award-Winning, Fast-Growing Allstate Agency in California! Looking for "A" Team Players!!.If you're ready to take your career to the next level, Todd Caviglia Insurance Agency...serp_jobs.internal_linking.show_more
At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible.
As top tier professionals dedicated to solving our clients' heal...serp_jobs.internal_linking.show_more
YOUR CAREER WITH NORTHWESTERN MUTUAL.At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achiev...serp_jobs.internal_linking.show_more
Bank, we're on a journey to do our best.Helping customers and businesses to make better financial decisions and supporting communities to grow and succeed.
Bank offers opportunities to discover what...serp_jobs.internal_linking.show_more
Senior Health & Benefits Consultant.We are seeking a talented individual to join our Health & Benefits team at Mercer.This role will be based in Irvine or Los Angles CA.This is a hybrid rol...serp_jobs.internal_linking.show_more
We are actively looking to hire talented therapists in the San Diego area, who are passionate about patient care and committed to clinical excellence.
Wanting to deliver high quality behavioral heal...serp_jobs.internal_linking.show_more
The Employee Benefits Consultant role at BBSI provides guidance and support to our business-owner clients and internal teams as part of the master benefits program, BBSI Benefits.This position requ...serp_jobs.internal_linking.show_more If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_more 
Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries.
As a member of our team, you become the driv...serp_jobs.internal_linking.show_more
Support the Client Service Team with the renewal process.Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally relat...serp_jobs.internal_linking.show_more
Position Type : Regular Your opportunity At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” a...serp_jobs.internal_linking.show_more
Boutique law firm is seeking an.ERISA / Employee Benefits Attorney.ERISA, employee benefits, and executive compensation space.
The ideal candidate will be skilled in addressing client inquiries and si...serp_jobs.internal_linking.show_more Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most.
It's a big ask, but it's one that we ...serp_jobs.internal_linking.show_more 
Your work days are brighter here.At Workday, it all began with a conversation over breakfast.When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterp...serp_jobs.internal_linking.show_more
Financial Consultant - Irvine, CA
Fidelity Investments • Corona, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Relationship Consultant 2 (Banker) - Alta Loma, CA (35hrs)
U.S. Bancorp • Rancho Cucamonga, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Life Insurance Broker (Remote) | Licensed and Unlicensed Welcome
Peterson Life & Wealth • Irvine, CA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Licensed Financial Professional – Remote Career Opportunity
Wood Agency Life • Newport Coast, CA, us
serp_jobs.filters.remote
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_variable_days
Employee Benefits Specialist
MGMT Global Consulting • Costa Mesa, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Reporting Consultant
Pacific Life • Newport Coast, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Bilingual Licensed Insurance Representative
Todd Allstate Insurance • Anaheim, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Benefits Compliance Consultant
Alliant Insurance Services • Irvine, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Consultant
Northwestern Mutual • Irvine, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Float Client Relationship Consultant 4 (Banker) - Fullerton CA
U.S. Bank • Villa Park, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Senior Health & Benefits Consultant
Mercer • Irvine, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Marriage Family Therapist (LMFT) - Hybrid Role - Oceanside, CA
LifeStance Health • Oceanside, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Benefits Consultant
BBSI • Anaheim, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Consultant- Century City, CA
Fidelity Investments • Anaheim, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Benefits Consultant (Remote)
Gallagher • Lake Forest, CA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Benefits Analyst
Marsh McLennan • Aliso Viejo, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
VP, Financial Consultant- Brea, CA
Charles Schwab • Brea, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Employee Benefits Attorney
Cruitin • Irvine, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Analysis Consultant
Pacific Life • Newport Coast, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Principal Financial Implementation Consultant
Workday • Irvine, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted