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Financial services representative Jobs in Clovis, CA

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Financial services representative • clovis ca

Last updated: 3 days ago

FINANCIAL ADVISOR

Jamie GrayemFresno, CA, United States
Full-time

This position is subject to SAFE Act registration requirements.Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal ...Show more

Financial Counselor

Cardinal HealthFresno, CA, United States
Full-time

The Financial Counselor is dedicated to the follow through of guidelines for financial counseling, financial assistance, and collection practices for all medically necessary services while ensuring...Show more

Member Services Representative

Planet FitnessClovis, CA, US
Full-time

Flynn Fitness is one of seven premier brands of Flynn Group, which has grown to be the largest franchise operator in the world.Flynn owns and operates a diversified portfolio of restaurants in icon...Show more

Financial Counselor

Navista (Cardinal Health)Fresno, CA, United States
Full-time

The Financial Counselor is dedicated to the follow through of guidelines for financial counseling, financial assistance, and collection practices for all medically necessary services while ensuring...Show more

FINANCIAL MANAGEMENT ANALYST

Department of the Air ForceFresno, CA, United States
Full-time +1

This is a T5 Excepted Service, Permanent Position.The primary purpose of the Financial Management Analyst, GS-0501-11, is to plan, coordinate, and perform comprehensive accounting and financial man...Show more

Director of Rehabilitation Services

Fresno PostAcute CareFresno, CA
Full-time

Summary: The Director of Rehabilitation Services is responsible for the overall management and strategic direction of the rehabilitation department.This includes administrative, clinical, and finan...Show more

Financial Services CSR

Denham ResourcesFresno, CA, US
Full-time

Are you looking for a full time job with advancement potential in a beautiful office in North Fresno? Description -Troubleshoot client issues -Payroll setup and data entry -Reporting Requirements -...Show more

Audit Specialist - District Financial Services

Fresno County Superintendent of SchoolsFresno, CA, United States
Full-time

Under the direction of an assigned supervisor, perform professional accounting work involved in analyzing, auditing, and adjusting school districts and county office accounts, as assigned; review, ...Show more

Financial Auditor

TradeJobsWorkForce93755 Fresno, CA, US
Full-time

Financial Auditor Job Duties: Plans financial audits by understanding organization objectives, structure, policies, processes, internal controls, and external regulations; identifying risk areas; p...Show more

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Security Services Sales Representative

Black Cube SecurityFresno, CA, US
Part-time

Hiring: Private Security Guard Services Sales Representative.Join Our Team and Build Your Career in Security Sales.Career Growth – Be part of a fast-growing industry.Flexible Schedule – Work on you...Show more

General Services Facilitator

Sierra HR PartnersFresno, CA, United States
Full-time

Fresno Regional Workforce Development Board (FRWDB).Joint Powers Authority between the City and County of Fresno, with a business led model to help local organizations meet their workforce needs.We...Show more

Financial Advisor - Fresno, CA

Corebridge FinancialFresno, CA, United States
Full-time

At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...Show more

Sales Representative

LB Capital, LLCFresno, CA, US
Full-time

Tired of commission caps, weak leads, and a paycheck that doesn’t match your hustle? If you’re a top-tier closer who wants warm leads, massive commissions, and real career growth, we have the oppor...Show more

Senior Financial Restructuring Manager

RabobankFresno, CA, United States
Full-time

Senior Financial Restructuring Manager.Rabobank is the world's leading specialist in food and agribusiness banking.As a Financial Restructuring Manager you will develop and implement workout strate...Show more

FINANCIAL MANAGEMENT ANALYST Jobs

Clearance JobsFresno, CA, United States
Full-time +1

Duties This is a T5 Excepted Service, Permanent Position.The primary purpose of the Financial Management Analyst, GS-0501-11, is to plan, coordinate, and perform comprehensive accounting and financ...Show more

Customer Service Representative - part-time Spay/Neuter Services

Central California SPCAFresno, CA, US
Part-time
Quick Apply

We're looking for a team player to deliver excellent customer service in a personable, friendly manner to our adopters and clients who visit our Spay/Neuter Services at the Central California SPCA....Show more

FINANCIAL MANAGEMENT ANALYST

US Government JobsFresno, CA, United States
Full-time

This financial management analyst is located in the Air National Guard (ANG) Wing, Comptroller Flight and is part of the CA 144 FW.Show more

Member Services Representative

Crunch Fitness - Greater San DiegoClovis, CA, US
Part-time

Proficient reading and writing skills.Strong customer service skills.Greet all members & guests with a smile and wish them well as they exit the club.Check in all members and guests in accordance w...Show more

Financial Advisor

TradeJobsWorkforce93775 Fresno, CA, US
Full-time

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and ins...Show more

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FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie GrayemFresno, CA, United States
22 days ago
Job type
  • Full-time
Job description

Financial Advisor

$75,000-90,000 base salary + quarterly production bonus + full benefits. Must have 7/66 (63/65). This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We provide:

  • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
  • Marketing strategies to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
  • Potential opportunities for professional growth.
  • Leadership opportunities, including leading client and conference seminars

Required skills:

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
  • Is a self-starter who efficiently manages time and capacity.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired skills:

  • Proven ability to partner and promote lead generation.
  • Experience balancing investment management, sales activities and new client development.
  • Strong computer skills and the ability to multitask in a demanding environment.
  • A bachelor's degree, preferably in business-related field.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  • Obtained insurance licenses.