All jobs

All jobs

Company: Lutheran Social Services of Northern California

Job Title: Accounts Payable Clerk

Location: Concord

Classification: Permanent Full Time

Reports to: Accounting Manager

Hourly Pay: $23-$25 plus comprehensive benefits DOE

Agency Overview:

Lutheran Social Services of Northern California is a non-profit 501(c) 3 agency providing services in supportive housing and money management, with program offices in San Francisco, Sacramento, Stockton and Concord.

Position Description:

Responsible for Account Payable functions including processing invoices, check requests, and check runs using ABILA software, as well as processing expense reports and procurement card expenditures. After 2-3 months, position will include some payroll responsibilities. Requires strong communication and problem solving skills. Must be able to work independently.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable and legal accommodations may be made to enable individuals with disabilities to perform essential functions.


  • Minimum two years of experience with Accounts Payable tasks required. Payroll experience a plus. Nonprofit or government fund accounting a plus.

  • BS degree in Accounting or related field. Directly relevant experience in lieu of education will be considered.

  • Computer experience with PC compatible machines, software including MS Word, Outlook and MS Office preferred. Moderate knowledge of MS Excel is required. 10-key by touch.

  • Non-profit/Govt. Fund accounting software experience preferred.

  • Demonstrate excellent professional, organizational, and communication skills.

  • Demonstrate maturity in handling HIPAA and other sensitive information.

  • Ability to work as a team member with a strong commitment to collaborative work.

  • Strong attention to detail & accuracy.

Core Competencies:


  • Maintain a strength-based perspective.

  • Provide diverse services to diverse people.

  • Treat others with respect and courtesy, striving for open and honest working relationships.

  • Maintain high ethical standards when dealing with others.

  • Demonstrate good judgment and common sense.

Duties:

The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.


  • Ensure timely and accurate payment of all check requests and invoices

  • Review and reconcile expense reports and procurement card expenditures and enter expense data into accounting software.

  • Review procurement cards against bank records and correct errors as needed.

  • Processes all check requests, invoices and vendor credits in accordance with company policies and internal controls.

  • Prepare authorized checks for mailing or distribution.

  • Review coding on all check requests and invoices; resolve coding issues with appropriate Office Manager/Program Manager in a timely manner, usually within a few days.

  • Work with vendors, property managers, etc. in resolving problems.

  • Provide daily A/P reports to Accounting Manager or Controller/CFAO.

  • Maintain vendor relationships in accordance with payment terms.

  • Recommend and help implement ongoing process improvements.

  • Able to multi-task, and to perform sensitive transactions and internal control requirements.

  • Demonstrate understanding of accounting principles, including debits/credits, standard account reconciliations and journal entries.

  • Contribute to team projects as requested; attend team meetings and participate fully.

  • Perform other duties as assigned. 

See who you are connected to at Lutheran Social Services of Northern California
Connect via:
See full job description

HI, WE’RE BROADLY!

Our product enables local businesses to deliver a five-star customer experience. People have a better experience when the business is responsive, engaged, and customer-centric. By helping local businesses serve their customers better, we also help them thrive.

Our culture is diverse and inclusive and what we all have in common is that we find purpose in our work, we know our work has meaning, and we strive to learn from one another as we build Broadly together!

What is the job really?


  • Communicate with clients about billing discrepancies and questions.

  • Locate and notify customers of delinquent accounts by email or telephone to solicit payment.

  • Duties include updating credit card information and confirming the updating records of collection and status of accounts.

  • Outreach to customers with credit cards who will soon expire to update company records.

  • Locate and monitor overdue accounts, using computer systems, Salesforce and Zuora and a variety of other automated systems. Work to align various systems and clean up data.

  • Confer with customers by telephone to determine reasons for overdue payments and to review the terms of sales and service.

  • Receive customer checks and send electronic records to the accounting team.

  • Make recommendations for bad debt write-offs.

  • Protects organization's value by keeping information confidential.

Requirements:


  • Collection experience, preferably business to business collections

  • Must have familiarity with Excel, Word, Salesforce. Zuora & QuickBooks (Online preferably)

  • Demonstrated ability to communicate effectively with internal and external customers, including strong listening skills, the ability to professionally handle difficult collection calls, and the ability to provide excellent customer service with a professional demeanor in all situations

  • Proven ability to consistently meet and exceed collection goals, with consistent month-over-month reduction in AR

  • Highly organized with proven ability to work independently, set priorities and meet deadlines

  • High school diploma required; Associates Degree or higher preferred

Benefits:


  • Flexible Time Off: We believe that a balance between work and life is essential to happiness and success, so work hard and take the time you need

  • Health Coverage: We offer competitive coverage plans for medical, dental and vision, because you’re worth it

  • Food: We serve catered lunch every week, host company get-togethers and stock the office with bountiful snacks

  • Fitness: Gym subsidy, commuter benefit

  • Travel: Ask us about our International Travel Stipend

  • Team Bonding: Team Outings, Regular Meet'n'Greets, Quarterly All Hands and more!

  • Equity: Yeah, you’ll be a stakeholder, we all are!

  • Compensation: $40,000 base salary

Broadly is committed to providing and promoting equal opportunity for all employees and applicants. We comply fully with the spirit, as well as the letter, of all applicable local, state, and federal laws and regulations implementing the national objective of equal employment opportunity. Broadly does not discriminate in employment opportunities or practices on the basis of race, color, citizenship status, national origin, ancestry, gender, pregnancy, sexual orientation, gender identity, genetic information, age, religion, creed, physical or mental disability, marital or domestic partner status, veteran status, political or religious affiliations, height, weight, or any other characteristic protected by law.

See who you are connected to at Broadly
Connect via:
See full job description

Presidio Sport & Medicine is a PT-owned clinic with one location in  the Presidio of San Francisco and another in Mill Valley. We focus on  outpatient orthopedics with emphasis on manual therapy, exercise,  education, and returning clients to activities they love. Our  environment is dynamic, innovative, and supportive. Our culture is  passionate, empathetic and collaborative. Join our team and you'll enjoy  a fulfilling career dedicated to quality care, professional growth, and  leading an active life. Find out more about us at  www.presidiosport.com.  

 

We have a rare and tremendous opportunity for a Billing/Client Service  Specialist to join our team (approximately 24 hours/week for billing and  16 hours/week for Client Services) in our San Francisco location.  

 

Job duties include, but aren’t limited to:

 

Billing Specialist

• Collect and accurately report payment

• Verify insurance benefits

• Understand and clearly communicate benefit and payment options

• Apply over-the-counter payments

• Submit authorization requests to insurance companies

• Assist with getting claims paid in a timely manner

 

Client Service Specialist

• Greet and assist clients, demonstrating excellent customer service

• Schedule appointments using practice management software

• Answer multi-line phone system and manage messaging

• Understand and follow all company policy and procedures

• Maintain a strong knowledge of all PSM services and offerings

 

Qualifications:

• 1 year medical billing experience in a medical office

• Highly organized, able to multi-task, and strong attention to detail

• Ability to collect money with poise and confidence

• Excellent customer service, communication and leadership skills

• Compliant and self-motivating team player that works well with others

• Proficient in Microsoft Office and e-mail, and experience with electronic medical records and practice management software

 

Hours & Compensation: This position is full-time, Monday through  Thursday 9:45am – 6:45pm, and Friday from 8:45am – 5:45pm. Our team also  works one Saturday every six weeks, 8:15am – 12:15pm. We offer a  competitive compensation with base salary plus incentives. Our  comprehensive benefits package includes medical, dental, continuing  education tuition, generous paid time off and holidays, retirement plan,  commuter incentives, gym membership, discounts on PSM services and  affiliates, and other employee perks.

 

To Apply:  To be considered for this position, please submit a resume  with a personalized cover letter. Candidates will be called for an  interview if their qualifications meet our needs.  Thank you for your  interest! 

See who you are connected to at Presidio Sport & Medicine
Connect via:
See full job description

 Huckleberry Youth Programs (HYP) is a community-based youth agency, providing a full spectrum of services to homeless, runaway, and other at-risk youth and families in San Francisco and Marin counties. Our programs are characterized by a commitment to community-based, collaborative services; attention to the urgency, complexity, and ever-changing nature of our clients’ needs; and recognition of the value and dignity of youth and their capacity to become healthy, productive adults.  

The Staff Accountant is an integral part of the Finance Department.  The Staff Accountant is responsible for recording and issuing all payments and reimbursements and accounting transactions in the Quickbooks desktop platform. This position interacts with HYP Accounting Manager/Controller and Fiscal Director, as well as administrative staff, to support the healthy financial functioning of the agency. 

ESSENTIAL FUNCTIONS:


  1. Complete all Accounts Payable activities including processing check requests from agency staff and the payment of vendor invoices, including both printed checks and online payments;

  2. Supporting Accounting Manager/Controller in recording and allocation of all government payments from reimbursable contracts as well as all contributed revenue from foundations, corporations, and individual donors;

  3. Ensure that all financial records are maintained in accordance with Generally Accepted Accounting Principles (GAAP) and requirements of state, federal, and private funding sources;

  4. Communication/ consultation with HYP Program Directors regarding monthly credit card transaction coding and receipt submission;

  5. Assist with special projects as needed.

COMPETENCIES:


  1. Maintain a creative, team-building, cooperative approach to job performance and seek to bring a constructive, problem-solving orientation to all tasks;

  2. Highly organized, detail oriented and able to work with minimal supervision;

  3. Perform tasks and responsibilities in a thorough and timely manner in compliance with agency policy and standards;

  4. Exercise discretion and professional judgment at all times in keeping with the responsibility carried personally and by the agency for the care and welfare of youth and families from diverse backgrounds;

  5. Maintain high level of confidentiality at all times regarding financial and payroll information.

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

REQUIRED EDUCATION AND EXPERIENCE:

1.  B.A. required (preferred in Accounting, finance, business, or a related field).


  1.  General office and bookkeeping/accounting experience;

  2.  Proficiency with QuickBooks desktop as well as spreadsheet and word processing programs (Microsoft Word, Excel);

  3.  Excellent written and verbal communication skills. 

SECURITY CLEARANCE:

1. Must pass DOJ/FBI background check

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

PHYSICAL DEMANDS:

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary and climb stairs.

WORK ENVIRONMENT:

This position operates in HYP’s Administrative Offices. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is not a position that allows for telecommuting. The HYP Administrative Offices are located in San Francisco and are accessible by public transportation.

EQUAL EMPLOYMENT OPPORTUNITY:

Huckleberry Youth Programs is an equal opportunity employer, committed to providing equal opportunity to its employees and applicants for employment without discrimination on the basis of race; color; ethnic background; religion; gender; gender identity or expression; sexual orientation; national origin; ancestry; age; marital status; pregnancy, childbirth, or other related medical condition; disability, including HIV-related conditions; or status as a covered veteran. This policy applies to every aspect of employment, including but not limited to: hiring, advancement, transfer, demotion, layoff, termination, compensation, benefits, training and working conditions.

FAIR CHANCE: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

See who you are connected to at Huckleberry Youth Programs
Connect via:
See full job description

We are looking for a Bilingual Specialist that will be responsible for advertising & increasing our Work achievements that has never been greater and are well positioned to help customers solve their operational and sustainability challenges, and meet growing global demand for Benefits, therefore decreasing the gap in district T-2-4 goals. This specialist will work with all teachers serving EL students to increase student success in academic courses.


  • Provide support, mentoring, coaching and training for identified teachers serving English learners and campus administrators..

  • Facilitate training and coaching in areas that include but are not limited to: effective instruction, differentiation, strategies for English Language Learners, data-driven instruction.

  • Work with teachers to assist with the structure of common planning time and determine accountability measures to ensure common planning time is used effectively.

  • Facilitate protocols for assessment of student work to drive instructional decisions.

  • Assist with integration of Company into curriculum focal points.

  • Coordinate instructional coaching cadre at schools with teacher-coaches.

  • Develop and write curriculum as needed.

Experience:


  • Evidence of at least three (3) years of recent successful classroom teaching experience required.

  • Experience using student and campus level data to select, implement and differentiate instructional methods, designed to meet each student’s individual needs preferred.

See who you are connected to at Possible Health Group
Connect via:
See full job description

 Huckleberry Youth Programs (HYP) is a community-based youth agency, providing a full spectrum of services to homeless, runaway, and other at-risk youth and families in San Francisco and Marin counties. Our programs are characterized by a commitment to community-based, collaborative services; attention to the urgency, complexity, and ever-changing nature of our clients’ needs; and recognition of the value and dignity of youth and their capacity to become healthy, productive adults.  

The Accounting Manager/Controller is an integral part of the Finance Department.  The Accounting Manager/Controller is responsible for recording all accounting transactions in the Quickbooks desktop platform, allocating expenses, and generating invoices for the agency programs.  This position interacts with HYP program directors and administrative staff to support the preparation of monthly financial statements, management reports, and grant reports.  

ESSENTIAL FUNCTIONS:


  1. Monthly close process including bank reconciliation, preparation of monthly Income Statement and Balance Sheet, and the restricting/ releasing of temporarily restricted net assets;

  2. Complete all Accounts Payable activities including processing check requests from agency staff and the payment of vendor invoices, including both printed checks and online payments;

  3. Recording of all government payments from reimbursable contracts as well as all contributed revenue from foundations, corporations, and individual donors;

  4. Complete monthly allocation of expenses to restricted grants and contracts including staff salaries, benefits, taxes, and program expenses;

  5. Generate invoices and submit expenses for restricted grants and contracts;

  6. Assist in the preparation of budget and financial information for grant proposals;

  7. Ensure that all financial records are maintained in accordance with Generally Accepted Accounting Principles (GAAP) and requirements of state, federal, and private funding sources;

  8. Oversee and manage fixed asset tracking;

  9. Communication/ consultation with HYP Program Directors regarding monthly credit card transaction coding and receipt submission;

  10. Support Director of Finance in preparing for annual independent audit; 

  11. Assist with special projects as needed.

COMPETENCIES:


  1. Maintain a creative, team-building, cooperative approach to job performance and seek to bring a constructive, problem-solving orientation to all tasks;

  2. Highly organized, detail oriented and able to work with minimal supervision;

  3. Perform tasks and responsibilities in a thorough and timely manner in compliance with agency policy and standards;

  4. Exercise discretion and professional judgment at all times in keeping with the responsibility carried personally and by the agency for the care and welfare of youth and families from diverse backgrounds;

  5. Maintain high level of confidentiality at all times regarding financial and payroll information.

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

 REQUIRED EDUCATION AND EXPERIENCE:


  1. B.A. in Accounting, finance, business or related field, required.

  2. Three years work experience in senior level accounting position preferably within a nonprofit context.

  3. Proficiency with QuickBooks desktop as well as spreadsheet and word processing programs (Microsoft Word, Excel).

  4. Excellent written and verbal communication skills.

PREFERRED EDUCATION AND EXPERIENCE:


  1. Experience with invoicing and reporting on government grants preferred.

  2. Experience with cost allocations among multiple programs and site locations.

SECURITY CLEARANCE:


  1. Must pass DOJ/FBI background check 

PHYSICAL DEMANDS:

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary and climb stairs.

WORK ENVIRONMENT:

This position operates in HYP’s Administrative Offices. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is not a position that allows for telecommuting. The HYP Administrative Offices are located in San Francisco and are accessible by public transportation. 

OTHER DUTIES:Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

EQUAL EMPLOYMENT OPPORTUNITY:Huckleberry Youth Programs is an equal opportunity employer, committed to providing equal opportunity to its employees and applicants for employment without discrimination on the basis of race; color; ethnic background; religion; gender; gender identity or expression; sexual orientation; national origin; ancestry; age; marital status; pregnancy, childbirth, or other related medical condition; disability, including HIV-related conditions; or status as a covered veteran. This policy applies to every aspect of employment, including but not limited to: hiring, advancement, transfer, demotion, layoff, termination, compensation, benefits, training and working conditions. 

FAIR CHANCE:Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

 

See who you are connected to at Huckleberry Youth Programs
Connect via:
See full job description

Head of Member Engagement, New York   

The Philanthropy Workshop is seeking a Head of Member Engagement, New York to be based in our New York office. This position reports to the Chief Membership Officer in San Francisco. Preferred start date is March 2019 or later.   

WHO WE ARE

The Philanthropy Workshop (TPW) is a dynamic, expanding and highly entrepreneurial organization with ten team members across offices in London, New York, and San Francisco. TPW is the global leader in strategic philanthropy education and fosters a member network of over 450 individuals from around the world, all trained in the core principles and practices of strategic philanthropy. Our mission is to accelerate social impact by mobilizing a global network of strategic investors united by their commitment to unlock resources, lifelong learning, collaboration and entrepreneurial approaches.   

WHO WE NEED

TPW is seeking a Head of Member Engagement, New York to drive member engagement and growth of the network in New York City and other key markets in the Eastern United States, and to help design and facilitate TPW learning programs that foster connections and learnings across the TPW community. Our work environment is fast-paced, informal, collaborative and professional. This position will work closely with all members of the TPW team but predominantly with the Chief Membership Officer and the Member Engagement team in London and San Francisco. Primary responsibilities include:   


  • Design and implement a member engagement strategy specific to New York City and other key markets that builds meaningful relationships, and drives engagement, learning and peer-to-peer connections across the TPW network. 

  • Manage a portfolio of existing members, curating a high touch experience for these members.  

  • Drive new member recruitment in New York City and other key markets to achieve team membership targets. 

  • Ensure new members are successfully onboarded and integrated into the network, setting them up for long term engagement with TPW.   

  • Organize and deliver excellent local programs with Program Team support to enhance member learning and encourage consistent engagement across the TPW network. 

  • Regularly represent TPW at social sector gatherings and events, and directly support TPW members on select local engagement opportunities. 

  • Support core New York City TPW Team with miscellaneous office, program, event and partner needs (as needed).  

WHO YOU ARE   

TPW recognizes that experience comes in a variety of forms and is willing to consider candidates with a range of backgrounds. We are a small, high-performing staff and the ideal candidate must fit into our fast-paced, mission-aligned team. This requires a self-starter who will thrive working together with a team and independently, is willing to dive into new projects and eager to contribute in a wide variety of ways to our global team.    

A successful candidate will have the following personal and professional traits:   

Personal: 


  • Passion for our mission and driving positive social change  

  • Humility and ability to “roll up your sleeves” and jump in  

  • Relationship-driven focus 

  • Commitment to a learning mindset 

  • Collaborative culture builder   

Professional: 


  • BA/BS degree in a related field 

  • Minimum 5-7 years’ work experience in/knowledge of nonprofit, philanthropy and/or technology sectors 

  • Experience building or scaling engagement programs 

  • Experience interacting and liaising with philanthropists, major donors or senior executives 

  • Excellent interpersonal, communication, and presentation skills 

  • Able and willing to work highly independently at times and also in a collaborative setting 

  • Comfortable in entrepreneurial and nimble environment, working as a resourceful, flexible team member who can wear many hats as needed to meet objectives 

  • Unwavering attention to detail 

  • Strong technological skills 

  • Ability to learn and develop new skills 

  • Willing and able to travel    

COMPENSATION & BENEFITS   

The Head of Member Engagement, New York is a full-time position. Our salaries are competitive with other similar organizations and benchmarked for the cost of living in New York. TPW offers an excellent benefits package including health, dental, and vision coverage and 401k match. We also offer a flexible work environment with a balanced schedule of in-office and work-at-home time.   

HOW TO APPLY   

To apply, please email your resume, cover letter, and a writing sample describing your interest and qualifications for the position to apply@tpw.org with the subject line “Head of Member Engagement, New York”. Applications will be reviewed as they are received. No phone call or recruiters please. TPW is an equal opportunity employer.      

See who you are connected to at The Philanthropy Workshop
Connect via:
See full job description

 We are a industry leading insurance and financial services broker/dealer in Burlingame, CA looking for part time or full time Finance Associates to expand in the San Francisco Bay Area. Qualified candidates will receive training on money management, how to pay off debt, cash saving, asset protection, life insurance, retirement planning, investing, wealth accumulation, and entrepreneurship.

Finance Associates are required to attend weekly training and pass the CA Life & Health Insurance exam. Securities licenses (6 & 63) sponsorship is also available for qualified Finance Associates.

No previous experience required, but previous experience is a plus.

Qualified Candidates Must:

Have NO prior Felonies

Be Coachable

Be Driven

Be able to pass the CA Life & Health license exam with a 60% or higher

Honest and will always put the client's interest first

(Bilingual is a plus)

 

See who you are connected to at Burlingame Financial Center
Connect via:
See full job description

Under the direct supervision of the Revenue Cycle/Billing Manager with fiscal oversight from the Finance and Accounting department, the Revenue Cycle Liaison is responsible for the processing and maintenance of all current medical patient accounts. The Revenue Cycle Liaison also provides analytical support to establish and achieve revenue cycle goals and objectives. Using industry guidelines and best practice standards, The Revenue Cycle Liaison supports optimization of department performance in a variety of areas, including, but not limited to, coding and claims submission and adjudication. Using standard and ad hoc reporting, the Revenue Cycle Liaison identifies opportunities for improvement and procedural enhancement. As a collaborative position, the Revenue Cycle Liaison must work together with physicians, medical assistance, front desk staff, and Finance and IT staff (and staff from other departments) to ensure the timeliness and accuracy of billing for patients.

This is a full-time benefited position working 40 hours per week during clinic hours, typically Monday through Friday. We offer excellent benefits including: 100% paid medical, dental, vision (including dependent and domestic partner coverage), generous leave benefits including paid holidays, PTO, Flexible Spending Accounts, 403(b), Life Insurance and retirement savings plan.

Tiburcio Vasquez Health Center, Inc. is a non-profit community health center that is dedicated to promoting the health and well-being of our community by providing accessible, high quality care by integrating primary care, dental care, WIC support, mental health counseling, community health education and more.

Responsibilities


  • Performs day-to-day administrative functions in support of the medical services department with a focus on patient billing.

  • Establishes, maintains and updates patient accounts in accordance with TVHC policies and procedures.

  • Works interdependently with the Finance and Accounting department to maximize patient billing under all forms of acceptable insurance reimbursement and self-pay.

  • Communicates regularly with the management staff, as appropriate, to ensure the smooth and efficient workflow and processes throughout the Health Centers.

  • Verifies accuracy on all patient encounter forms, resolving all questions in procedure coding prior to submitting billing. Also works with providers and support staff to address billing rejections to make necessary corrections for timely rebilling.

  • Maintains current knowledge of billing practices, procedure codes, and patient insurances. Enlists the assistance of the Chief Financial Officer and/or her/his designee in questions of compliance, “red flag” activity, proper handling of cash receivables, and other matters involving fiscal responsibility in patient accounts.

  • Monitors workflow for multiple sites to accomplish timely billing cycles, submitting all records on a monthly schedule without fail and without compromise to accuracy.

  • Observes highest degree of confidentiality protocols to prevent compromise of patient records.

  • Provides superior customer service to all patients and takes a solutions-oriented approach to all complaints related to patient billing issues.

  • Enters charges, receipts, changes and other input into the patient accounts information systems.

  • Ensures integrity of patient records including computer data back-up on a daily basis.

  • Demonstrates ability to meet or exceed Service Excellence Standards of TVHC, Inc.

  • Enter / update sliding scale fees as approved by the Board of Directors

  • Performs other duties as assigned.

Qualifications


  • Must possess excellent oral and written communication skills.

  • Must have advanced analytical skills, including data analysis and procedure review.

  • Proficiency with Microsoft Office applications, particularly Excel, Word and PowerPoint.

  • Report production and presentation skills.

  • Excellent interpersonal skills and highly developed customer service skills.

  • Experience with EPIC Electronic Billing, and EHR in an FQHC environment

EDUCATION AND EXPERIENCE


  • High school graduate or equivalent required.

  • Associates degree or higher in accounting or related field highly preferred.

  • Medical billing; medical practice front-end experience strongly preferred.

  • Experience in accounting, preferably with at least one year in a health services delivery environment.

  • Prior experience handling cash receivables, making deposits, providing receipts and keeping logs of payments highly desirable.

  • Experience working with Non-Profit agencies preferred.

See who you are connected to at Tiburcio Vasquez Health Center Inc.
Connect via:
See full job description

Job Description


Wealth Management Advisor for a Platform Financial Services Technology Company


Position Description



  • Generates new business by contacting potential clients and assessing the needs for: Wealth Transfer, Wealth Accumulation, Retirement Planning, Business Succession Planning, Executive Benefits and Charitable Planning.

  • Has the ability to offer a variety of services based on a client’s needs and helps clients choose the plans that best suit their needs, including life insurance, asset management, investment portfolio review, estate planning strategies, 401k plans, disability insurance, group benefits for businesses, and succession planning for businesses.


Experience



  • Extensive existing relationships, both personal and professional, with high net worth individuals, families, and businesses, CPA’s and attorneys who advise high net worth clients, and charities.

  • Business development experience.

  • Experience in any of the following areas: designing insurance products as an investment, estate planning strategies, or gathering assets under management.


Required Qualifications



  • Bachelor’s degree preferred

  • Proven ability to meet and exceed production goals.

  • Ability to consult and advise

  • In-­place client relationships, people skills.

  • Well organized.

  • Strong written and verbal communication; a persuasive and passionate communicator.

  • Microsoft Office general knowledge of current technology systems.


Preferred Qualifications



  • Advanced degree in business or related fields.

  • Accounting, Legal, or Executive Leadership.

  • Life, Accident & Health License

  • Series 6, 63 required (or need to obtain within a specified time period)


Company Description

Adaptation Financial Advisors is an affiliate of Rockgate Financial Partners. In this ever changing world, our clients needs transform as well. Our rebranding is our way of providing a holistic approach to the same support, products and outstanding service as our precursor.

Helping you define and reach your financial goals is our primary focus at adaptation Financial Advisors. Without proper preparation and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life's uncertainties and natural calamities.

Our representatives take time to understand your unique needs situation and develop a customized plan with strategies designed to help achieve your specific goals and objectives. As your goals change, so do our recommendations. Some call it a “client-focused approach.” We call it our philosophy. We pride ourselves on our enduring relationships, our high code of ethics and our commitment to excellence in all that we do.

At adaptation Financial Advisors we operate under three strategic imperatives:

We always keep the best interest of the client in mind
We embrace radical independence
We strive for operational excellence

At adaptation, you'll receive personalized coaching based on your industry needs:

Business: Helping entrepreneurs, business owners, and community visionaries.

Financial Life: Helping individuals and their families with a holistic approach to financial planning.

Philanthropic: Helping charities and individuals maximize their communal impact.

Professional: Whether you are a professional athlete, artist, lawyer, or doctor, we have subject matter experts available to support you and your practice.

What Makes Us Different

At adaptation Financial Advisors your practice is built by you but backed by local and national resources to help move your practice forward. This unique combination of independence and support allows you to stay focused on meeting the needs of your clients, while providing help when you need it.


See full job description

Job Description


AXA Advisors is currently seeking someone to join our team as a Financial Professional. As an AXA Advisors’ Financial Professional, you will:
• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
• Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status
• Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
• Sell financial products and services including life insurance, annuities and investment options
What it takes to be a Financial Professional
• A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
• If you do not have the following, you will be required to attain them under the sponsorship of AXA Advisors: state life and health licenses, FINRA Series 7 and 66 registrations
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• Must be authorized to work in the United States
• MBA, JD, CFP®, CPA or ChFC, a plus
Benefits of working with AXA Advisors
• Compensation you control and a complete benefits package
• Personalized and comprehensive training and support
• Advancement and management opportunities
• A work-life balance most financial careers don’t offer
You will receive support that is unparalleled in the industry. To get you up and running, AXA will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.



Career opportunities are with AXA Advisors, LLC (NY, NY 212-314-4600) member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V. GE-136276(04/18)(Exp.04/20)


 


Company Description

AXA Advisors, LLC is one of the most respected and growing financial services companies. With our 5,000 financial professionals in the US and Puerto Rico, AXA Advisors, LLC is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance. Equal Opportunity Employer M/F/D/V.


See full job description

Job Description


We are seeking motivated individuals to join our team financial advisory team! We have a great opportunity to start in the field of advisory. Our start up and training program is second to none! You will be developed to help deliver personalized investment solutions to help our clients work toward their long-term financial goals.


Responsibilities:



  • Advise clients on investment strategies and other financial decisions

  • Assess clients' assets, liabilities and overall financial conditions

  • Prepare presentations that recommend various financial products

  • Review and communicate portfolio performances to clients

  • Network and build relationships with new and existing client base


Qualifications:



  • Great p[people skills and high integrity a must!!

  • Familiarity with investment products and services

  • Ability to build rapport with clients

  • Strong analytical and critical thinking skills

  • Excellent written and verbal communication skills



See full job description

Job Description


AXA Advisors is currently seeking someone to join our team as a Financial Professional. As an AXA Advisors’ Financial Professional, you will:
• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
• Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status
• Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
• Sell financial products and services including life insurance, annuities and investment options
What it takes to be a Financial Professional
• A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
• If you do not have the following, you will be required to attain them under the sponsorship of AXA Advisors: state life and health licenses, FINRA Series 7 and 66 registrations
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• Must be authorized to work in the United States
• MBA, JD, CFP®, CPA or ChFC, a plus
Benefits of working with AXA Advisors
• Compensation you control and a complete benefits package
• Personalized and comprehensive training and support
• Advancement and management opportunities
• A work-life balance most financial careers don’t offer
You will receive support that is unparalleled in the industry. To get you up and running, AXA will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.



Career opportunities are with AXA Advisors, LLC (NY, NY 212-314-4600) member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V. GE-136276(04/18)(Exp.04/20)


 


Company Description

AXA Advisors, LLC is one of the most respected and growing financial services companies. With our 5,000 financial professionals in the US and Puerto Rico, AXA Advisors, LLC is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance. Equal Opportunity Employer M/F/D/V.


See full job description

Job Description


Associate Financial Advisor


Lincoln Financial Advisors – Virginia Beach, VA


Advisor Based Sales Channel


Could your Financial Planning practice benefit from having additional market access?


This business opportunity involves working with an advisor who has established clients in the retirement plan space in the Virginia Beach, VA area. We are looking for the right individual who wants to own their own business and build a practice focused on turning customers into financial planning clients with a ‘serve first’ philosophy.


We are looking for an experienced advisor with a minimum of 1-2 years in the business who has mastered the basics, embraces world-classs standards, and is ready to take their practice to the next level.


The right candidate:



  • Desires to move beyond the basics of financial advice towards a client-centric holistic approach to wealth management, being a consultant and not just a money manager

  • Has the ability to help clients feel comfortable with investment strategies and terminology before implementing and monitoring their plans

  • Is a team player, self-motivated, and strategic thinker that is passionate about the clients they serve, and

  • Pursues excellence, takes responsibility for one’s action, and is trustworthy.

  • Has previous industry experience providing advisory services to individuals


Our overriding philosophy — the one that distinctively defines the way we do business — is "Serve First, Last and Always". Our "Serve First" philosophy was conceived over 50 years ago and still drives our business today. Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust — these are the key qualities of "Serve First". And these are the commitments we make to you when you choose us.


Committed to providing outstanding personal service, we utilize a team approach, anchored by highly skilled professionals. You'll enjoy the support of local, regional, and national resources including financial planning, case design, marketing, technology, education, and national market access opportunities. And you'll have the option to be housed in a Lincoln branch with a full benefits package including health, medical, disability, 401(k), and much more.


Lincoln Financial Advisor’s oldest affiliate has been in this business for over 100 years, and in that time, we've built a solid reputation on honesty and integrity. We've also developed a firm idea of what you need to know and have on hand to be successful. Become a part of our firm, and what's ours… is yours. We want to see you — and your clients — succeed.


Description:


Qualifications:



  • Previous industry experience providing advisory services to individuals - minimum 1 year

  • Proficiency in MS Office, experience with software planning tools

  • Licenses and Registrations: FINRA Series 7, 63, (65 or 66 preferred) and Life, Accident, Health & Insurance licenses.

  • Certifications and designations such as CFP® or CRPC are a plus

  • Knowledge of 403(b), 401(k) and 457 employer-sponsored plans a plus


 


 


Securities and investment advisory services offered through Lincoln Financial Advisors, a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Supervising office: Lincoln Financial Advisors Corp., 3000 Executive Parkway, Suite 400, San Ramon, CA 94583 (925) 659-0300


Company Description

Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas — life insurance, annuities, retirement plan services, and group protection — our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. Led by over 8,000 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures.


See full job description

Job Description


We are seeking motivated individuals to join our team financial advisory team! We have a great opportunity to start in the field of advisory. Our start up and training program is second to none! You will be developed to help deliver personalized investment solutions to help our clients work toward their long-term financial goals.


Responsibilities:



  • Advise clients on investment strategies and other financial decisions

  • Assess clients' assets, liabilities and overall financial conditions

  • Prepare presentations that recommend various financial products

  • Review and communicate portfolio performances to clients

  • Network and build relationships with new and existing client base


Qualifications:



  • Previous experience in banking, financing, or other related fields

  • Familiarity with investment products and services

  • Ability to build rapport with clients

  • Strong analytical and critical thinking skills

  • Excellent written and verbal communication skills



See full job description

Job Description


This position provides administrative support to the financial advisor of a rapidly growing wealth management practice, interfacing with clients and maintaining operating efficiency with paperwork and software programs.


Principal responsibilities:



  • Complete all forms correctly and submit them within one business day

  • File client statements, correspondence, and agreements so that all client filing is completed within five business days

  • Prepare paperwork, reports and statements for client meetings

  • Track pending business paperwork; update pending business summary sheet for advisor’s attention when documents are outstanding; track and tally all outstanding work weekly

  • Handle phone calls and e-mails from clients, when appropriate; transfer to advisor, whee required

  • Handle advisors needs proactively

  • Update and maintain CRM systems

  • Manage the administrative functions of the rapidly growing 401(k) side of the practice, including generating proposals, running reports, sending mailings and keeping participants informed of changes

  • Leverage the vast support staff and technology interface offered by Commonwealth Financial Network, our Broker Dealer

  • Make recommendations to systematize and improve office functioning


Required knowledge/skills/competencies:



  • High attention to detail

  • Two years of experience in financial services

  • FINRA Series 7 securities registration

  • Demonstrated ability to work in fast-paced environment

  • Superior organizational skills

  • Sufficient patience to do repetitive work correctly

  • Ability to fill out forms exactly

  • Proficiency in MS Office Suite (e.g., Word, Excel)

  • Ability to follow directions exactly



See full job description

Job Description


We are seeking motivated individuals to join our team financial advisory team! We have a great opportunity to start in the field of advisory. Our start up and training program is second to none! You will be developed to help deliver personalized investment solutions to help our clients work toward their long-term financial goals.


Responsibilities:



  • Advise clients on investment strategies and other financial decisions

  • Assess clients' assets, liabilities and overall financial conditions

  • Prepare presentations that recommend various financial products

  • Review and communicate portfolio performances to clients

  • Network and build relationships with new and existing client base


Qualifications:



  • Great people skills and high integrity are a must!!

  • Familiarity with investment products and services is a plus

  • Ability to build rapport with clients quickly

  • Strong analytical and critical thinking skills

  • Excellent written and verbal communication skills

  •  Ability to work effectively in a team driven enviroment



See full job description

Job Description


Wealth Management Advisor for a Platform Financial Services Technology Company


Position Description



  • Generates new business by contacting potential clients and assessing the needs for: Wealth Transfer, Wealth Accumulation, Retirement Planning, Business Succession Planning, Executive Benefits and Charitable Planning.

  • Has the ability to offer a variety of services based on a client’s needs and helps clients choose the plans that best suit their needs, including life insurance, asset management, investment portfolio review, estate planning strategies, 401k plans, disability insurance, group benefits for businesses, and succession planning for businesses.


Experience



  • Extensive existing relationships, both personal and professional, with high net worth individuals, families, and businesses, CPA’s and attorneys who advise high net worth clients, and charities.

  • Business development experience.

  • Experience in any of the following areas: designing insurance products as an investment, estate planning strategies, or gathering assets under management.


Required Qualifications



  • Bachelor’s degree preferred

  • Proven ability to meet and exceed production goals.

  • Ability to consult and advise

  • In-­place client relationships, people skills.

  • Well organized.

  • Strong written and verbal communication; a persuasive and passionate communicator.

  • Microsoft Office general knowledge of current technology systems.


Preferred Qualifications



  • Advanced degree in business or related fields.

  • Accounting, Legal, or Executive Leadership.

  • Life, Accident & Health License

  • Series 6, 63 required (or need to obtain within a specified time period)


Company Description

Adaptation Financial Advisors is an affiliate of Rockgate Financial Partners. In this ever changing world, our clients needs transform as well. Our rebranding is our way of providing a holistic approach to the same support, products and outstanding service as our precursor.

Helping you define and reach your financial goals is our primary focus at adaptation Financial Advisors. Without proper preparation and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life's uncertainties and natural calamities.

Our representatives take time to understand your unique needs situation and develop a customized plan with strategies designed to help achieve your specific goals and objectives. As your goals change, so do our recommendations. Some call it a “client-focused approach.” We call it our philosophy. We pride ourselves on our enduring relationships, our high code of ethics and our commitment to excellence in all that we do.

At adaptation Financial Advisors we operate under three strategic imperatives:

We always keep the best interest of the client in mind
We embrace radical independence
We strive for operational excellence

At adaptation, you'll receive personalized coaching based on your industry needs:

Business: Helping entrepreneurs, business owners, and community visionaries.

Financial Life: Helping individuals and their families with a holistic approach to financial planning.

Philanthropic: Helping charities and individuals maximize their communal impact.

Professional: Whether you are a professional athlete, artist, lawyer, or doctor, we have subject matter experts available to support you and your practice.

What Makes Us Different

At adaptation Financial Advisors your practice is built by you but backed by local and national resources to help move your practice forward. This unique combination of independence and support allows you to stay focused on meeting the needs of your clients, while providing help when you need it.


See full job description

Job Description


Title: Financial Advisor


Reports To: OSJ and Regional Directors


General Summary: To provide best in class investment services to the retail clients of a financial institution in Southern Nevada


Essential Duties, Responsibilities & Qualifications:


To help clients reach their long term financial goals.


To make financial products and services available to clients consistent with firm and industry best practices.


Three years of proven financial services success


Bachelor's degree in business or equivalent work experience


Securities License Series 6 (7 preferred), 63, 65 or 66, current Nevada State Insurance Life Insurance License.


Outgoing personality, proven people skills, proven communication, administrative and technical skills.


Ability to produce results with minimal guidance.


This is a 1099 Independent Contractor Opportunity. Compensation figures are based on average or best in class BISA estimates and are based upon Gross Dealer Concession which is generated from the sale of certain insurance and security products or fees associated with advisory solutions.


 


 


Company Description

Through our broker dealer (Cetera Advisor Networks) we are committed to helping Banks, Credit Unions, Certified Financial Planners, Advisors and Certified Public Accountants assist their customers, members and clients reach their specific financial goals.

We offer a wide range of non proprietary products, specific services, tools and literature to inspire fundamental personal financial excellence.

Our vision is to become a best in class region of Cetera Advisor Networks with an unwavering commitment to the highest professional standards.


See full job description

Job Description


Wealth Management Advisor for a Platform Financial Services Technology Company


Position Description



  • Generates new business by contacting potential clients and assessing the needs for: Wealth Transfer, Wealth Accumulation, Retirement Planning, Business Succession Planning, Executive Benefits and Charitable Planning.

  • Has the ability to offer a variety of services based on a client’s needs and helps clients choose the plans that best suit their needs, including life insurance, asset management, investment portfolio review, estate planning strategies, 401k plans, disability insurance, group benefits for businesses, and succession planning for businesses.


Experience



  • Extensive existing relationships, both personal and professional, with high net worth individuals, families, and businesses, CPA’s and attorneys who advise high net worth clients, and charities.

  • Business development experience.

  • Experience in any of the following areas: designing insurance products as an investment, estate planning strategies, or gathering assets under management.


Required Qualifications



  • Bachelor’s degree preferred

  • Proven ability to meet and exceed production goals.

  • Ability to consult and advise

  • In-­place client relationships, people skills.

  • Well organized.

  • Strong written and verbal communication; a persuasive and passionate communicator.

  • Microsoft Office general knowledge of current technology systems.


Preferred Qualifications



  • Advanced degree in business or related fields.

  • Accounting, Legal, or Executive Leadership.

  • Life, Accident & Health License

  • Series 6, 63 required (or need to obtain within a specified time period)


Company Description

Adaptation Financial Advisors is an affiliate of Rockgate Financial Partners. In this ever changing world, our clients needs transform as well. Our rebranding is our way of providing a holistic approach to the same support, products and outstanding service as our precursor.

Helping you define and reach your financial goals is our primary focus at adaptation Financial Advisors. Without proper preparation and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life's uncertainties and natural calamities.

Our representatives take time to understand your unique needs situation and develop a customized plan with strategies designed to help achieve your specific goals and objectives. As your goals change, so do our recommendations. Some call it a “client-focused approach.” We call it our philosophy. We pride ourselves on our enduring relationships, our high code of ethics and our commitment to excellence in all that we do.

At adaptation Financial Advisors we operate under three strategic imperatives:

We always keep the best interest of the client in mind
We embrace radical independence
We strive for operational excellence

At adaptation, you'll receive personalized coaching based on your industry needs:

Business: Helping entrepreneurs, business owners, and community visionaries.

Financial Life: Helping individuals and their families with a holistic approach to financial planning.

Philanthropic: Helping charities and individuals maximize their communal impact.

Professional: Whether you are a professional athlete, artist, lawyer, or doctor, we have subject matter experts available to support you and your practice.

What Makes Us Different

At adaptation Financial Advisors your practice is built by you but backed by local and national resources to help move your practice forward. This unique combination of independence and support allows you to stay focused on meeting the needs of your clients, while providing help when you need it.


See full job description

Job Description


Wealth Management Advisor for a Platform Financial Services Technology Company


Position Description



  • Generates new business by contacting potential clients and assessing the needs for: Wealth Transfer, Wealth Accumulation, Retirement Planning, Business Succession Planning, Executive Benefits and Charitable Planning.

  • Has the ability to offer a variety of services based on a client’s needs and helps clients choose the plans that best suit their needs, including life insurance, asset management, investment portfolio review, estate planning strategies, 401k plans, disability insurance, group benefits for businesses, and succession planning for businesses.


Experience



  • Extensive existing relationships, both personal and professional, with high net worth individuals, families, and businesses, CPA’s and attorneys who advise high net worth clients, and charities.

  • Business development experience.

  • Experience in any of the following areas: designing insurance products as an investment, estate planning strategies, or gathering assets under management.


Required Qualifications



  • Bachelor’s degree preferred

  • Proven ability to meet and exceed production goals.

  • Ability to consult and advise

  • In-­place client relationships, people skills.

  • Well organized.

  • Strong written and verbal communication; a persuasive and passionate communicator.

  • Microsoft Office general knowledge of current technology systems.


Preferred Qualifications



  • Advanced degree in business or related fields.

  • Accounting, Legal, or Executive Leadership.

  • Life, Accident & Health License

  • Series 6, 63 required (or need to obtain within a specified time period)


Company Description

Adaptation Financial Advisors is an affiliate of Rockgate Financial Partners. In this ever changing world, our clients needs transform as well. Our rebranding is our way of providing a holistic approach to the same support, products and outstanding service as our precursor.

Helping you define and reach your financial goals is our primary focus at adaptation Financial Advisors. Without proper preparation and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life's uncertainties and natural calamities.

Our representatives take time to understand your unique needs situation and develop a customized plan with strategies designed to help achieve your specific goals and objectives. As your goals change, so do our recommendations. Some call it a “client-focused approach.” We call it our philosophy. We pride ourselves on our enduring relationships, our high code of ethics and our commitment to excellence in all that we do.

At adaptation Financial Advisors we operate under three strategic imperatives:

We always keep the best interest of the client in mind
We embrace radical independence
We strive for operational excellence

At adaptation, you'll receive personalized coaching based on your industry needs:

Business: Helping entrepreneurs, business owners, and community visionaries.

Financial Life: Helping individuals and their families with a holistic approach to financial planning.

Philanthropic: Helping charities and individuals maximize their communal impact.

Professional: Whether you are a professional athlete, artist, lawyer, or doctor, we have subject matter experts available to support you and your practice.

What Makes Us Different

At adaptation Financial Advisors your practice is built by you but backed by local and national resources to help move your practice forward. This unique combination of independence and support allows you to stay focused on meeting the needs of your clients, while providing help when you need it.


See full job description

Job Description


AXA Advisors is currently seeking someone to join our team as a Financial Professional. As an AXA Advisors’ Financial Professional, you will:
• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
• Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status
• Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
• Sell financial products and services including life insurance, annuities and investment options
What it takes to be a Financial Professional
• A four-year college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
• If you do not have the following, you will be required to attain them under the sponsorship of AXA Advisors: state life and health licenses, FINRA Series 7 and 66 registrations
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• Must be authorized to work in the United States
• MBA, JD, CFP®, CPA or ChFC, a plus
Benefits of working with AXA Advisors
• Compensation you control and a complete benefits package
• Personalized and comprehensive training and support
• Advancement and management opportunities
• A work-life balance most financial careers don’t offer
You will receive support that is unparalleled in the industry. To get you up and running, AXA will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.



Career opportunities are with AXA Advisors, LLC (NY, NY 212-314-4600) member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V. GE-136276(04/18)(Exp.04/20)


 


Company Description

AXA Advisors, LLC is one of the most respected and growing financial services companies. With our 5,000 financial professionals in the US and Puerto Rico, AXA Advisors, LLC is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance. Equal Opportunity Employer M/F/D/V.


See full job description

Job Description


We are a boutique financial advisory firm in Corte Madera. When you join our team, you will be an integral member of a highly respected advisory firm that has been serving clients across the U.S. for over 30 years. We are deeply committed to partnering with our clients on their journey to financial independence, and our entire team derives enormous satisfaction from the ways in which our work enriches our clients' lives. At the same time, we are equally committed to nurturing and developing our employees, and we foster a collegial atmosphere where smart people work really hard, but also enjoy warm and caring relationships.


We are seeking a focused, smart human being to come into our firm as a Personal CFO Associate. It is a critically important role on the advisory team. You support the firm’s Personal CFOs. Most of the day-to-day responsibilities are detailed below. You’ll be on the front lines of client financial lives. You must have attained or be pursuing your CFP designation.


Summary of the key responsibilities of the position:



  • Execute meeting preparation requirements for client Comprehensive Financial Reviews . Participate in reviews and document client financial concerns, issues and goals as well as address action items resulting from financial review under the direction of the Personal CFO.

  • Maintain for each client relationship all ‘Profiles’ (e.g., Personal, Professional, Financial Position, Protection, Retirement, Tax, Estate, et al.) within the firm’s proprietary CRM.

  • Prepare proposal illustrations specific to protection planning solutions—disability, health, life, and long-term care insurance.

  • Maintain, in collaboration with Personal CFOs, a ‘select list’ for disability, health, life, and long-term care insurance solutions.

  • Prepare Investment Policy Statements (IPS) in collaboration with Portfolio Administrator.

  • Actively monitor in collaboration with Client Administrator CRM ‘Open Activities’ specific to advice development, presentation, and implementation. Present ‘past due’ or priority conflicts to Personal CFO.

  • Maintain for each client relationship a clear and concise ‘Activity History’.

  • Construct and maintain workflow process (e.g., preparation steps for Client Financial Review in firm’s proprietary CRM).

  • Manage client financial documentation storage solution in accordance with compliance requirements.

  • Administer ongoing process for monitoring client progress toward achievement of financial goals.

  • Proactively advocate and manage the effectiveness and efficiency of the firm’s financial planning process (i.e., financial analysis software, financial solution presentation reports, and investment policy statements).

  • Identify process inefficiencies in the development, design and documentation of comprehensive financial advice delivered either through a new client presentation of a comprehensive personal financial plan or as part of an ongoing client financial advisory relationship. Develop efficiency solutions for presentation to General Manager.

  • Identify optimal financial planning software integration and utilization in the development of comprehensive personal financial plans and monitoring of client progress toward achievement of financial goals. Present optimization solutions to General Manager.

  • Promote the effective and efficient utilization of financial plan design and financial review processes and technology adopted by the firm.

  • Promote the optimal application of systems and technology across functions and teams.

  • Promote continuing enhancements to the graphic presentation of financial advice.

  • Actively monitor and research financial product and technology developments specific to the financial advisory profession to support appropriate client advice strategies and business process optimization.

  • Actively pursue continuing education opportunities that promote and reinforce ‘quality of advice’ and ‘quality of firm’ best practices.

  • Promote individual and team adherence to compliance policies and procedures.

  • Adhere to the firm’s cultural values, ethical standards, and professional competencies.


Required qualifications for this role include:



  • Bachelor's degree in Finance, Accounting, Economics or Marketing

  • Must have or be pursuing the CFP designation

  • 2-3 years of financial planning industry experience

  • Understanding of FINRA, NASD, and SEC Rules and Regulation

  • Analytical and research skills

  • Strong computer skills

  • Demonstrated customer service experience


Working as a key member of our advice team, you will enjoy company benefits that include paid vacation, health care, disability insurance, retirement plan and profit sharing, paid professional dues and the opportunity for performance-based incentive compensation.


Company Description

We are a boutique financial advisory firm in Corte Madera. When you join our team, you will be an integral member of a highly respected advisory firm that has been serving clients across the U.S. for over 30 years. We are deeply committed to partnering with our clients on their journey to financial independence, and our entire team derives enormous satisfaction from the ways in which our work enriches our clients' lives. At the same time, we are equally committed to nurturing and developing our employees, and we foster a collegial atmosphere where smart people work really hard, but also enjoy warm and caring relationships.


See full job description

Job Description


We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.


Responsibilities:



  • Advise clients on investment strategies and other financial decisions

  • Assess clients' assets, liabilities and overall financial conditions

  • Prepare presentations that recommend various financial products

  • Review and communicate portfolio performances to clients

  • Network and build relationships with new and existing client base


Qualifications:



  • Previous experience in banking, financing, or other related fields

  • Familiarity with investment products and services

  • Ability to build rapport with clients

  • Strong analytical and critical thinking skills

  • Excellent written and verbal communication skills


Company Description

To give people from all backgrounds the power to become financial services business owners, so that every family can access financial knowledge, products, and resources to prepare for a better future.


See full job description

Job Description


THE “I’M READY FOR MORE” CHALLENGE.


 


If you’re ready for a new challenge, becoming a Financial Professional Associate (FPA) at Prudential Advisors might be just what you’ve been looking for. We provide the tools to help maximize your strengths and help you reach your fullest potential in a sales career selling insurance and financial products. You set your own goals and take charge of your future.


Our entrepreneurial environment provides exposure to industry-leading tools, technologies and programs. Our Career Development Program is a customized and flexible training plan — ideal for those who are currently employed* or in school. Training is on your schedule so you can attend to your current responsibilities. And help ensure that the FPA position is a good fit.


In the Career Development Program, you will build your skills and knowledge through virtual classrooms, face-to-face sessions, ongoing mentoring programs and self-study modules. Being selected for this program also provides the opportunity to generate commission and accrue compensation, while preparing for required licensing exams.
Prudential will provide reimbursement for licenses and study materials to those who successfully transition to the Financial Professional Associate position.


The financial professional will be responsible for providing quality customer service while attaining revenue goals. Other requirements include working autonomously, exhibiting excellent communication skills and demonstrating strong problem-solving abilities.


Put your determination to work and challenge yourself to new levels of achievement. In return for your abilities and eagerness to excel, we offer competitive compensation plus generous performance-based bonuses. We also encourage career advancement and respect your work/life balance. A career with us will help increase your leadership skills, expand your professional network and help build your confidence, resulting in greater personal and professional satisfaction.


 


www.prudentialadvisors.com


 


*Cannot work for or be appointed with another insurance company or registered with another broker/dealer.


“Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries. Securities, products and services are offered through Pruco Securities, LLC (Pruco).


Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ and its affiliates.


Prudential is an Employer that participates in E-Verify.


1003789-00001-00 Expires 1/10/2020 Version 4 revised 7/10/2018


Company Description

For over 140 years, Prudential Financial (NYSE:PRU) has helped people grow and protect their wealth. We offer individual and institutional clients a wide array of financial products and services. Today, we are one of the world’s largest financial services institutions. We have over $1 trillion of assets under management as of Dec. 31, 2016, and approximately $3.5 trillion of gross life insurance in force worldwide as of Dec. 31, 2015. We have operations in the United States, Asia, Europe and Latin America. We also have one of the most recognized and trusted brand symbols: The Rock® , an icon of strength, stability, expertise and innovation. We measure our long-term success on our ability to deliver value for shareholders, meet customer needs, attract and develop the best talent in our industry, offer an inclusive work environment where employees can develop to their full potential, and give back to the communities where we live and work. (Pru.us/disclaimer)


See full job description

Job Description


We are seeking Financial Advisors and Annuity Experts to attend 6 to 8 preset financial appointments per week.


We will put you in front of $100 Million of new assets per year.


Expert training on income planning.


Make $100-250K per year.


We pay for the marketing, no cost to you.


These are not leads, they are appoinments set on your business calendar.


On average we receive 1000 calls per day from clients.


Our Appointment Setters set over 150 appointments per day.


Appointment Setters physically link their calendars with yours and set the appointments in real time.


Averaged over $700K of investable assets per household in 2018.


Daytime Appointments / No Weekends


No Cold Calling!


Commission Advances on Submitted Business - First 60 Days in Field


Sales Bonuses & Vacation Awards


Training Provided - Three-day Initial Office Session With Subsequent Field Training


Proven Sales Presentations


COMPANY BACKGROUND & DETAILED DESCRIPTION OF SALES POSITION


J.D. Mellberg has generated over $3 billion in premium through 25,000 clients, and currently is adding 5,000 new clients every year. We have been ranked an "Inc.500/5000" fastest growing company 7 years straight.


J.D. Mellberg Financial is an established national corporation headquartered in Tucson, Arizona. We have just decided to expand our existing field sales force and are looking for additional agents in your area.


We have been operating for over 15 years, successfully producing 6-8 preset and qualified appointments per week for our Agents. The appointments are not from cold calling. All appointments have been carefully grouped into territories and would be scheduled for you daily in close proximity to your area, with no evening or weekend appointments.


The appointments are generated from our national marketing campaign consisting of T.V. Commercials, Radio, Direct Mail and Digital. The appointments are with people who have shown interest in annuities from our advertising. Lead generation gives our agents the best quality appointments and a competitive edge over any other insurance agent position offered anywhere throughout the country.


J.D. Mellberg Financial has developed a proven training system that includes all sales presentation materials, presentation scripts, and in depth education on how to overcome the most common objections. All we are looking for is the right people with good sales backgrounds that have an ability to “close the sale". The training system we have is initially three days long, and then you’re out on appointments selling the very next day. The majority of our trainees make sales their first week out, and a number of them have even sold their first scheduled appointment – that’s how effective our training program has been.


Senior Citizens, who posses the majority of the country's wealth, are our most common client. Equity Indexed Annuities and Single Premium Whole Life Insurance are the two primary products used by J.D. Mellberg Financial to protect the assets of our senior clientele. Nationally, our company is writing approximately 500 million dollars in premium per year, with an average of $240,000 in premium collected per household.


In Summary, J.D. Mellberg Financial has the most unique and successful appointment & marketing system in the insurance industry, an impressive product line to satisfy our client’s needs, and we thoroughly teach you how to sell within our system in just a couple of days.


Job Type: Commission


Salary: $100,000.00 to $250,000.00 /year


Company Description

J.D. Mellberg Financial is a National Insurance Agency based in Tucson, Arizona. JD Mellberg Financial has the rare advantage of a start-up’s “clean sheet of paper” approach to business, along with an existing client base of over twenty thousand households.
The company has developed a unique approach to building an agency with a focus of hiring employees that are new to the Financial Services industry and providing a clear career path, support, and experience to become successful insurance agents and investment advisors.


See full job description

Job Description


Top Atlanta Financial Advisory firm is hiring Financial Advisors!

Financial Advisor, Financial Planner (Entry Level): Have a career where you’re counted on


Today’s successful Financial Services Representatives (FSR) come from diverse backgrounds with a wide variety of degrees, yet they share similar traits: the desire to help people, being highly motivated and consistently performing at high levels.


You’ll be a source for social good in your community and will increase your knowledge base by working both independently and as a team with others in our agency. The FSR career is all about working toward common goals to help your clients succeed financially.


You’ll get a great sense of satisfaction knowing you’ve helped someone achieve a more secure financial future while you personally move closer to your own financial goals. The work is challenging, and the effort required to be successful can be great, but isn’t that the same for most achievements of value?


Financial Services Representative: Responsibilities



  • Prospecting for clients through networking and referrals

  • Developing and maintaining long-term relationships with clients

  • Providing financial solutions for clients through fact gathering and needs analyses

  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates


Qualifications



  • Strong interpersonal skills and customer service focus

  • Market development/networking abilities

  • Presentation and organizational skills

  • Strong work ethic, self-motivated and goal-oriented

  • BA, BS, and/or graduate degree or equivalent work experience required


Results-driven compensation and access to a competitive benefits package including medical and dental, life and disability insurance, and thrift and pension plans are available for qualified Financial Services Representatives.


Company Description

Staff Financial Group management has “Big Four” roots, extensive search expertise in designated specialty practice areas, and a dedication and commitment to client service. Based upon a thorough understanding of client needs and objectives from those that have “been there before”, Staff Financial Group management personally works with and qualifies associates for each search based on skills, experience and performance. Clients are assured of dependable finance and accounting professionals with a proven record of success.


See full job description

Job Description


We are seeking Financial Advisors and Annuity Experts to attend 6 to 8 preset financial appointments per week.


We will put you in front of $100 Million of new assets per year.


Expert training on income planning.


Make $100-250K per year.


We pay for the marketing, no cost to you.


These are not leads, they are appoinments set on your business calendar.


On average we receive 1000 calls per day from clients.


Our Appointment Setters set over 150 appointments per day.


Appointment Setters physically link their calendars with yours and set the appointments in real time.


Averaged over $700K of investable assets per household in 2018.


Daytime Appointments / No Weekends


No Cold Calling!


Commission Advances on Submitted Business - First 60 Days in Field


Sales Bonuses & Vacation Awards


Training Provided - Three-day Initial Office Session With Subsequent Field Training


Proven Sales Presentations


COMPANY BACKGROUND & DETAILED DESCRIPTION OF SALES POSITION


J.D. Mellberg has generated over $3 billion in premium through 25,000 clients, and currently is adding 5,000 new clients every year. We have been ranked an "Inc.500/5000" fastest growing company 7 years straight.


J.D. Mellberg Financial is an established national corporation headquartered in Tucson, Arizona. We have just decided to expand our existing field sales force and are looking for additional agents in your area.


We have been operating for over 15 years, successfully producing 6-8 preset and qualified appointments per week for our Agents. The appointments are not from cold calling. All appointments have been carefully grouped into territories and would be scheduled for you daily in close proximity to your area, with no evening or weekend appointments.


The appointments are generated from our national marketing campaign consisting of T.V. Commercials, Radio, Direct Mail and Digital. The appointments are with people who have shown interest in annuities from our advertising. Lead generation gives our agents the best quality appointments and a competitive edge over any other insurance agent position offered anywhere throughout the country.


J.D. Mellberg Financial has developed a proven training system that includes all sales presentation materials, presentation scripts, and in depth education on how to overcome the most common objections. All we are looking for is the right people with good sales backgrounds that have an ability to “close the sale". The training system we have is initially three days long, and then you’re out on appointments selling the very next day. The majority of our trainees make sales their first week out, and a number of them have even sold their first scheduled appointment – that’s how effective our training program has been.


Senior Citizens, who posses the majority of the country's wealth, are our most common client. Equity Indexed Annuities and Single Premium Whole Life Insurance are the two primary products used by J.D. Mellberg Financial to protect the assets of our senior clientele. Nationally, our company is writing approximately 500 million dollars in premium per year, with an average of $240,000 in premium collected per household.


In Summary, J.D. Mellberg Financial has the most unique and successful appointment & marketing system in the insurance industry, an impressive product line to satisfy our client’s needs, and we thoroughly teach you how to sell within our system in just a couple of days.


Job Type: Commission


Salary: $100,000.00 to $250,000.00 /year


Company Description

J.D. Mellberg Financial is a National Insurance Agency based in Tucson, Arizona. JD Mellberg Financial has the rare advantage of a start-up’s “clean sheet of paper” approach to business, along with an existing client base of over twenty thousand households.
The company has developed a unique approach to building an agency with a focus of hiring employees that are new to the Financial Services industry and providing a clear career path, support, and experience to become successful insurance agents and investment advisors.


See full job description

Job Description


CHALLENGE YOURSELF TO A BETTER CAREER.


Exploring a career as a Financial Professional Associate (FPA) at The Prudential Insurance Company of America is an opportunity to begin an entrepreneurial career that has competitive benefits and excellent earning potential. We believe the key to long-lasting success is creating long-lasting relationships. If you’re looking for a meaningful sales career selling insurance and financial products this is an opportunity to share your experience one-on-one with customers, we invite you to start today. Challenge yourself to a better career.


At The Prudential Insurance Company of America, delivering on our promises is the basis for our reputation as a multinational financial services leader. Step up and be the leader you’ve always known you could be.


Our Career Development Program is a customized and flexible training plan — ideal for those who are currently employed* or in school. Training is on your schedule so you can attend to your current responsibilities. And ensure that the FPA position is a good fit.


In the Career Development Program, you will build your skills and knowledge through virtual classrooms, face-to-face sessions, ongoing mentoring programs and self-study modules. Being selected for this program also offers the opportunity to generate commission and accrue compensation, while preparing for required licensing exams.
Prudential will provide reimbursement for all licenses and study materials to those who successfully transition to the Financial Professional Associate position.


The financial professional will be responsible for providing quality customer service while attaining revenue goals. Other requirements include working autonomously, exhibiting excellent communication skills and demonstrating strong problem-solving abilities.


Put your determination to work and challenge yourself to new levels of achievement. In return for your abilities and eagerness to excel, we offer competitive compensation plus generous performance-based bonuses. We also encourage career advancement and respect your work/life balance. A career with us will help increase your leadership skills, expand your professional network and build your confidence, resulting in greater personal and professional satisfaction.


 


*Cannot work for or be appointed with another insurance company or registered with another broker/dealer.


www.PrudentialAdvisors.com


Securities products and services are offered through Pruco Securities, LLC.


“Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries.


Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ and its affiliates.


Prudential is an Employer that participates in E-Verify.


1003786-00001-00 Expires 1/11/2020


Company Description

For over 140 years, Prudential Financial (NYSE:PRU) has helped people grow and protect their wealth. We offer individual and institutional clients a wide array of financial products and services. Today, we are one of the world’s largest financial services institutions. We have over $1 trillion of assets under management as of Dec. 31, 2016, and approximately $3.5 trillion of gross life insurance in force worldwide as of Dec. 31, 2015. We have operations in the United States, Asia, Europe and Latin America. We also have one of the most recognized and trusted brand symbols: The Rock® , an icon of strength, stability, expertise and innovation. We measure our long-term success on our ability to deliver value for shareholders, meet customer needs, attract and develop the best talent in our industry, offer an inclusive work environment where employees can develop to their full potential, and give back to the communities where we live and work. (Pru.us/disclaimer)


See full job description

Job Description


CHALLENGE YOURSELF TO A BETTER CAREER.


Exploring a career as a Financial Professional Associate (FPA) at The Prudential Insurance Company of America is an opportunity to begin an entrepreneurial career that has competitive benefits and excellent earning potential. We believe the key to long-lasting success is creating long-lasting relationships. If you’re looking for a meaningful sales career selling insurance and financial products this is an opportunity to share your experience one-on-one with customers, we invite you to start today. Challenge yourself to a better career.


At The Prudential Insurance Company of America, delivering on our promises is the basis for our reputation as a multinational financial services leader. Step up and be the leader you’ve always known you could be.


Our Career Development Program is a customized and flexible training plan — ideal for those who are currently employed* or in school. Training is on your schedule so you can attend to your current responsibilities. And ensure that the FPA position is a good fit.


In the Career Development Program, you will build your skills and knowledge through virtual classrooms, face-to-face sessions, ongoing mentoring programs and self-study modules. Being selected for this program also offers the opportunity to generate commission and accrue compensation, while preparing for required licensing exams.
Prudential will provide reimbursement for all licenses and study materials to those who successfully transition to the Financial Professional Associate position.


The financial professional will be responsible for providing quality customer service while attaining revenue goals. Other requirements include working autonomously, exhibiting excellent communication skills and demonstrating strong problem-solving abilities.


Put your determination to work and challenge yourself to new levels of achievement. In return for your abilities and eagerness to excel, we offer competitive compensation plus generous performance-based bonuses. We also encourage career advancement and respect your work/life balance. A career with us will help increase your leadership skills, expand your professional network and build your confidence, resulting in greater personal and professional satisfaction.


 


*Cannot work for or be appointed with another insurance company or registered with another broker/dealer.


www.PrudentialAdvisors.com


Securities products and services are offered through Pruco Securities, LLC.


“Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries.


Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ and its affiliates.


Prudential is an Employer that participates in E-Verify.


1003786-00001-00 Expires 1/11/2020


Company Description

For over 140 years, Prudential Financial (NYSE:PRU) has helped people grow and protect their wealth. We offer individual and institutional clients a wide array of financial products and services. Today, we are one of the world’s largest financial services institutions. We have over $1 trillion of assets under management as of Dec. 31, 2016, and approximately $3.5 trillion of gross life insurance in force worldwide as of Dec. 31, 2015. We have operations in the United States, Asia, Europe and Latin America. We also have one of the most recognized and trusted brand symbols: The Rock® , an icon of strength, stability, expertise and innovation. We measure our long-term success on our ability to deliver value for shareholders, meet customer needs, attract and develop the best talent in our industry, offer an inclusive work environment where employees can develop to their full potential, and give back to the communities where we live and work. (Pru.us/disclaimer)


See full job description

Job Description


Looking for self-starter to work alongside top producers and grow business in a securities branch. This amazing team of Financial Planners and CPAs have been working together for decades in a bright, professional environment. Owners are beginning a 5-10 year succession plan to the next generation of advisors. Do you want to be part of that??? Bringing your own book of clients/business is important, even if not large. MUST have 5+ years of experience and hold a Series 7, and/or 66, and/or insurance license. Must be proficient in Word, Excel, PowerPoint, Outlook, RedTail CRM. BranchNet/Clientworks experience a plus. Top dollar for the right person.


Duties Include



  • Preparing and processing forms/documents for clients and supporting advisors

  • Responding to client inquiries and requests

  • Facilitating communication with clients and advisors through on-going mailings, email and phone calls

  • Processing financial transactions

  • Entering data into branch operational and CRM software

  • Recording & monitoring communications with clients and tracking tasks & opportunities using CRM software

  • Maintaining compliance with broker/dealer and regulatory requirements


Requirements:



  • Securities registration – Series 7 & 66 or equivalent.

  • Life & Health Insurance Licensed

  • At least 5 years’ experience in the financial services industry

  • Professional communication skills

  • Ability to multi-task

  • Organized

  • Team-player

  • Proficiency with Social Media (LinkedIn, Facebook & Twitter) and technology, including Microsoft Office, RedTail CRM and other common software programs



See full job description

Job Description


THE “I’M READY FOR MORE” CHALLENGE.


 


If you’re ready for a new challenge, becoming a Financial Professional Associate (FPA) at Prudential Advisors might be just what you’ve been looking for. We provide the tools to help maximize your strengths and help you reach your fullest potential in a sales career selling insurance and financial products. You set your own goals and take charge of your future.


Our entrepreneurial environment provides exposure to industry-leading tools, technologies and programs. Our Career Development Program is a customized and flexible training plan — ideal for those who are currently employed* or in school. Training is on your schedule so you can attend to your current responsibilities. And help ensure that the FPA position is a good fit.


In the Career Development Program, you will build your skills and knowledge through virtual classrooms, face-to-face sessions, ongoing mentoring programs and self-study modules. Being selected for this program also provides the opportunity to generate commission and accrue compensation, while preparing for required licensing exams.
Prudential will provide reimbursement for licenses and study materials to those who successfully transition to the Financial Professional Associate position.


The financial professional will be responsible for providing quality customer service while attaining revenue goals. Other requirements include working autonomously, exhibiting excellent communication skills and demonstrating strong problem-solving abilities.


Put your determination to work and challenge yourself to new levels of achievement. In return for your abilities and eagerness to excel, we offer competitive compensation plus generous performance-based bonuses. We also encourage career advancement and respect your work/life balance. A career with us will help increase your leadership skills, expand your professional network and help build your confidence, resulting in greater personal and professional satisfaction.


 


www.prudentialadvisors.com


 


*Cannot work for or be appointed with another insurance company or registered with another broker/dealer.


“Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries. Securities, products and services are offered through Pruco Securities, LLC (Pruco).


Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ and its affiliates.


Prudential is an Employer that participates in E-Verify.


1003789-00001-00 Expires 1/10/2020 Version 4 revised 7/10/2018


Company Description

For over 140 years, Prudential Financial (NYSE:PRU) has helped people grow and protect their wealth. We offer individual and institutional clients a wide array of financial products and services. Today, we are one of the world’s largest financial services institutions. We have over $1 trillion of assets under management as of Dec. 31, 2016, and approximately $3.5 trillion of gross life insurance in force worldwide as of Dec. 31, 2015. We have operations in the United States, Asia, Europe and Latin America. We also have one of the most recognized and trusted brand symbols: The Rock® , an icon of strength, stability, expertise and innovation. We measure our long-term success on our ability to deliver value for shareholders, meet customer needs, attract and develop the best talent in our industry, offer an inclusive work environment where employees can develop to their full potential, and give back to the communities where we live and work. (Pru.us/disclaimer)


See full job description
Previous 1 3 30
Filters
Receive Financial Advisor jobs in Washington, DC in your inbox.
Receive jobs in your inbox

I agree to Localwise’s Terms & Privacy