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Financial services Jobs in El Monte, CA

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Financial services • el monte ca

Last updated: 22 hours ago

Financial Advisor

MassMutual PacificPasadena, CA, US
Full-time

About us: MassMutual Pacific is a high-performing, dynamic branch of MassMutual - a world-renowned financial institution with a solid heritage and a forward-thinking approach.Our strength lies in o... Show more

Audit Senior Manager - Financial Services

WeaverPasadena, CA, United States
$160,000.00 yearly
Full-time

Audit Senior Manager - Financial Services.Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields.We seek to bring a... Show more

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Financial Engineer

GalaxEsystemsPasadena, CA, US
Full-time
Quick Apply

Financial Engineer Location – Pasadena, CA, (Onsite) Share resumes to moiz@galaxesystems.The ideal candidate will bridge the gap between finance and technology, leveraging mathematical modell... Show more

Financial Analyst I

Service Corporation InternationalWhittier, CA, United States
Full-time

Our associates celebrate lives.Collaborate within a high performing team learn to maintain complex financial models that accurately project and reflect business performance.Reconcile accounts, cond... Show more

Financial Relationship Specialist

CTBC Bank Corp. (USA)San Gabriel, CA, United States
$20.00 hourly
Full-time

Primary function is to generate revenue for the branch by actively establishing a center of influence as a referral base as well actively participating in community events.Grow and expand existing ... Show more

Financial Aid Services Advisor

Paul Mitchell SchoolsPasadena, CA, United States
$22.00 hourly
Full-time

Are you ready to make a meaningful difference in the lives of aspiring beauty professionals? Paul Mitchell The School is hiring!.Company: Paul Mitchell The School.As a Financial Advisor, you will e... Show more

Senior Financial Analyst

Quinn CompanyCity Of Industry, CA, United States
Full-time

Quinn Company, your local Caterpillar store, is hiring a Senior Financial Analyst in City of Industry, California.Quinn Company is a Caterpillar dealership founded in 1919.The company sells, servic... Show more

VP Financial Advisor

Wealth Enhancement GroupSan Marino, CA, United States
$164,000.00 yearly
Full-time

Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Southern California.This role is a key member of the advisory team and will help clients achieve ... Show more

Insurance and Financial Services Position - State Farm Team Member

Nena Soto - State Farm AgentWhittier, CA, United States
$60,000.00 yearly
Full-time

Insurance And Financial Services Producer.As a producer for the Soto Agency, you are vital to our daily business operations and customers' success.You grow our agency through meaningful customer re... Show more

Financial Advisor (Pasadena)

SummitryPasadena, CA, United States
Full-time

Summitry is a Bay Area-based wealth management firm with over $4B in assets under management, 40+ employees, and more than 1,000 clients.We provide personalized financial planning and investment st... Show more

Senior Financial Analyst

ACCO Engineered SystemsPasadena, CA, United States
Full-time

Under the direction of the Senior Manager, Finance, the Senior Financial Analyst supports financial planning, budgeting, forecasting, and reporting activities for the organization and its subsidiar... Show more

Financial Services Representative - State Farm Agent Team Member

Derek Tsu - State Farm AgentSan Marino, CA, United States
$90,000.00 yearly
Full-time

Financial Services Representative - State Farm Agent Team Member.As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully marke... Show more

Remote Patient Financial Services Leader - AI Trainer ($92-$92 per hour)

MercorMonterey Park, California, US
$92.00 hourly
Remote
Full-time

Mercor is working with a leading AI research lab to improve the capabilities of next-generation AI systems.We are seeking experienced Patient Collections and Patient Financial Services leaders to e... Show more

Financial Analyst II, Financial Strategy, Planning & Analysis

JPLPasadena, CA, United States
Full-time

New ideas are all around us, but only a few will change the world.We ask the biggest questions, then search the universe for answersliterally.We build upon ideas that have guided generations, then ... Show more

Senior Financial Analyst

ACCO Engineered SystemsPasadena, CA, United States
Full-time

Under the direction of the Senior Manager, Finance, the Senior Financial Analyst supports financial planning, budgeting, forecasting, and reporting activities for the organization and its subsidiar... Show more

Financial Advisor Assistant

Firefighters First Credit UnionPasadena, CA, United States
Full-time

Client Services Representative.Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935.We have built trusting relationships within the fire family as t... Show more

Financial Analyst

CaltechPasadena, CA, United States
Full-time

Caltech Payment Services Analyst.Caltech is a world-renowned science and engineering institute that marshals some of the world's brightest minds and most innovative tools to address fundamental sci... Show more

Financial Advisor

BmoSanta Fe Springs, CA, United States
$63,300.00 yearly
Part-time

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee... Show more

Financial Analyst

RIDE MobilityPasadena, CA, United States
Full-time

Establish and lead budgeting and analysis processes for Ride Group with guidance from Director of Finance.Establish budgeting and analysis structure and processes utilizing Vena FP&A system; Design... Show more

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Financial Advisor

Financial Advisor

MassMutual PacificPasadena, CA, US
30+ days ago
Job type
  • Full-time
Job description
About us: MassMutual Pacific is a high-performing, dynamic branch of MassMutual - a world-renowned financial institution with a solid heritage and a forward-thinking approach. Our strength lies in our holistic approach to serving our clients' financial needs and our commitment to their long-term financial wellbeing. Operating in a fast-paced, team-oriented environment, MassMutual Pacific fosters a culture of collaboration, continuous learning, and service to community. The Opportunity: We are seeking a Financial Advisor to join our team. Here at MassMutual Pacific you will own your book of business, attract new clients, and nurture those client relationships. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals. You will be able to trust in the fact that you are joining a rapidly-growing company in which you will have the unique ability to greatly impact our future trajectory. What's in it for you: * Unlimited compensation potential * One on One mentorship * Digital Platforms * Support and resources from a top 7 Broker Dealer locally and nationally * Culture of collaboration and teamwork Job Responsibilities: * Cultivate client relationships * Advise clients on investment strategies, aligning with their financial goals and risk tolerance. * Develop in-depth knowledge of our products and services to recommend suitable solutions based on client needs. * Communicate effectively with clients to build long-lasting relationships * Monitor financial market trends to ensure that the client's plans are effective. * Complying with all industry rules and regulations, and with the company's policies. Desired Qualifications: * 3-5 years experience as a Financial Advisor or similar role. * Health and Life License * Successful completion of FINRA Series 7 and 66 exams. * Strong critical thinking skills and ability to solve complex problems. * Exceptional interpersonal and relationship building skills. * A Bachelor's degree in finance or a related field. Nice-to-Haves: * CFP (Certified Financial Planner) certification * Understanding and experience with financial planning software * Proven track record of success in a sales role * Experience with CRM software, ideally Salesforce. * Passionate about providing excellent client service. #LI-MMGLA1