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Financial advisor Jobs in Fullerton, CA

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Financial advisor • fullerton ca

Last updated: 2 days ago

Financial Aid Advisor (Temporary)

West Coast UniversityAnaheim, CA, United States
$28.53 hourly
Full-time

Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan... Show more

Centralized Financial Advisor

OC Federal Credit UnionSanta Ana, CA, United States
Full-time

After training this position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance.This role requires California residency and living within a 50-mile com... Show more

Centralized Financial Advisor

Orange County's Credit UnionSanta Ana, CA, United States
Full-time

After training this position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance.This role requires California residency and living within a 50-mile com... Show more

Financial Analyst

HarbingerGarden Grove, CA, United States
$70,000.00 yearly
Full-time

Harbinger is an American commercial electric vehicle (EV) company on a mission to transform an industry starving for innovation.Harbinger's best-in-class team of EV, battery, and drivetrain experts... Show more

Financial Analyst

American WoodmarkAnaheim, CA, United States
Full-time

American Woodmark is seeking a Financial Analyst for its manufacturing operations.This position is responsible for reviewing, reporting, and analyzing financial results and trends in manufacturing,... Show more

Financial Aid Advisor

Success Education CollegesAnaheim, CA, United States
Full-time

Hourly Position Type Full-Time Education Level High School Diploma.Success Education Colleges (SEC) is a family of institutions comprised of North-West College, Glendale Career College, Nevada Care... Show more

Financial Solutions Advisor - Central OC

Bank of AmericaGarden Grove, CA, United States
$70,000.00 yearly
Full-time

Bank Of America Financial Advisor.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Ori... Show more

Financial Advisor

TradeJobsWorkforce92701 Santa Ana, CA, US
Full-time

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial s... Show more

 • Promoted

Centralized Financial Advisor - Orange County's Credit Union

LPL FinancialSanta Ana, CA, United States
$70,000.00 yearly
Full-time

Investment Program At Orange County's Credit Union.Your career path should lead to real opportunity.LPL Financial partners with credit unions to offer a complete menu of financial services to credi... Show more

Financial Analyst

WorkCareOrange, CA, US
$65,000.00 yearly
Full-time

We are seeking a detail-oriented and analytical.Finance and Operations teams through the preparation of ad hoc financial analysis, operational reporting, and performance insights.This role will pla... Show more

Service Advisor

GDN Southwest, LLCOrange, US
$26.00 hourly
Full-time

We take pride in our culture and strive to make Bobcat - GDN a place where people want to work, achieve excellence, remain curious and humble, and build lifelong relationships.Service Advisor ... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyAnaheim, CA, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Financial Advisor

Northwestern MutualAnaheim, CA, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Financial Advisor, Wealth Management

Credit Union of Southern CaliforniaFullerton, CA, United States
$70,304.00 yearly
Full-time

This role at CU SoCal in Financial Services would allow you to join the Wealth Management team as a Financial Advisor associated with LPL Financial.Under this model Financial Advisors are NOT emplo... Show more

Preneed Advisor

Security National Life Insurance CompanyBuena Park, CA, United States
$60,000.00 yearly
Full-time

Security National Life is a solid company with more than 60 years in the market and growing.Based out of Salt Lake City, we represent funeral homes across the country.We are the industry's all-in-o... Show more

Academic Advisor

Biola UniversityLa Mirada, CA, United States
$24.33 hourly
Full-time

Serves as the primary advisor for a caseload of first-year undergraduate students in the Rosemead School of Psychology and the Health Division of the School of Science, Technology and Health.The ad... Show more

Mortgage Advisor

Alt Financial Network, Inc.Santa Ana, CA, US
$150,000.00 yearly
Full-time

Our team is looking for a highly motivated and entrepreneurial-minded mortgage broker to join our successful lending team.The ideal candidate will have an established book of real estate and lendin... Show more

Financial Analyst

WorkCare, IncOrange, CA, United States
$65,000.00 yearly
Full-time

Salary Position Type Full Time Travel Percentage None Category Accounting & Finance.We are seeking a detail-oriented and analytical Financial Analyst to support the Finance and Operations teams thr... Show more

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Financial Aid Advisor (Temporary)

Financial Aid Advisor (Temporary)

West Coast UniversityAnaheim, CA, United States
8 days ago
Salary
$28.53 hourly
Job type
  • Full-time
Job description

Choose To Make A Difference

Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. In addition, you will put your technical financial aid skills to work ensuring proper eligibility and processing in accordance with federal, state, and institutional rules and regulations. What better way to be a part of a student's educational journey! We are over 110 years in education, still growing, and a recognized "Great Place to Work". Come work and grow with us!

You will make an impact by:

  • Meeting with students and prospective students to provide information regarding costs of attendance, available financial aid options, and student loan counseling.
  • Reviewing documentation, forms and other information provided by students to ensure accuracy and completeness, update electronic student file appropriately based on information received, and scan documents into Image Now.
  • Reviewing student records to ensure any discrepant or conflicting information is appropriately resolved, and documents same.
  • Reviewing ISIR data to ensure c-codes are appropriately resolved and required verification items are requested, and document actions or resolutions are fully in the student electronic file.
  • Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exit counseling.
  • Providing in-person student loan counseling for those who are unable to complete online counseling.

Your Experience Includes:

  • Minimum of 1 year's experience as a customer service provider in a professional environment.
  • Ability to demonstrate the highest levels of integrity and professional ethics in all aspects of the job function.
  • Ability to demonstrate excellent communication skills through active listening and delivery of information clearly and effectively.
  • Ability to demonstrate excellent customer service skills, with a professional, helpful, and positive demeanor.

Education:

  • Bachelor's Degree from an accredited College or University.

Licenses/Certifications:

  • May not be in default on a federal student loan or owe repayment on a federal grant.

CA Salary Range USD $28.53 - USD $38.51 /Hr.

Bonus Eligible No

WCU Company Overview

Do you want a career that allows you to make a difference in other people's lives? Discover what it means to truly believe in the work that you do at West Coast University.

At West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do. This focus creates an aligned, nimble, and consensus-driven culture that is solution-oriented and supports our associates' professional growth.

WCU EEO Statement

West Coast University is proud to be an equal opportunity employer. We embrace diversity and are dedicated to creating an inclusive environment for all associates.