Financial Benefits Consultant (FINRA Licensed)
VirtualVocationsCorona, California, United States30+ days ago
Job type
- Full-time
Job description
A company is looking for a Financial Benefits Consultant to assist clients in achieving their financial wellness goals.
Key Responsibilities
Build and maintain strong relationships with high-income participants, coordinating meetings with planners
Assist in creating comprehensive financial plans and respond to participant inquiries regarding executive benefits
Implement and review investment strategies, staying informed about market trends and regulatory changes
Required Qualifications
Bachelor's degree in Finance, Economics, Business Administration, or a related field
Minimum of 3 years of experience in financial planning or wealth management
FINRA Series 7 and NASAA Series 63 registrations required
Life insurance licensing and Chartered Retirement Planning Counselor (CRPC) preferred
Knowledge of financial wellness and investment management strategies
Create a job alert for this search
Financial Consultant • Corona, California, United States
Related jobs
We are looking for a skilled Payroll & Benefits Specialist to join our team in California.This Contract-to-permanent position offers an exciting opportunity to manage payroll and benefits for a...Show moreLast updated: 28 days ago
Seeking a CA Licensed EB Account Executive Lead for a privately held retail broker out of Irvine, CA.Account Executives are responsible for working with Sales Executives to establish and nurture ne...Show moreLast updated: 30+ days ago
We seek a skilled and detail-oriented Payroll Professional to join our client's team.The ideal candidate will have expertise in payroll processing and proficiency in utilizing payroll software ...Show moreLast updated: 30+ days ago
Under the direction of the Certified Payroll Manager, the Certified Payroll Specialist completes general certified payroll data reporting and related administrative duties.Processing of weekly cert...Show moreLast updated: 30+ days ago
We are currently seeking a detail-oriented Payroll Specialist with a minimum of 3 years of experience in payroll processing.
Must be knowledgeable in ADP, Paylocity, or other payroll systems.A succe...Show moreLast updated: 30+ days ago
Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose.
While working in a dynamic, welcoming, and collaborati...Show moreLast updated: 30+ days ago
Certerra provides technology-enabled testing, inspection, and certification services for new product development, engineering solutions to manage assets, and quality assurance for project delivery....Show moreLast updated: 30+ days ago
Support the Client Service Team with the renewal process.Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally relat...Show moreLast updated: 30+ days ago
The Management Trust is a community association management company.We believe that building and maintaining a community takes more than just hammers and nails.
It takes integrity, trust, experience,...Show moreLast updated: 30+ days ago
REPORTS TO : TOTAL REWARDS MANAGER.Boot Barn is where community comes first.We thrive on togetherness, collaboration, and belonging.
We build each other up, listen intently, and implement out-of-the-...Show moreLast updated: 7 days ago A company is looking for a Workday Payroll Consultant (Mexico).Key Responsibilities Implement Workday Payroll technology solutions for clients with varying complexity Deliver high-quality Workda...Show moreLast updated: 30+ days ago 
The primary responsibility of the Payroll Associate is to administer and perform payroll functions to the facility following the current federal, state and local standards, guidelines and regulatio...Show moreLast updated: 30+ days ago
Virtual Benefits Rep (Fully Remote).Must be a US Resident and eligible to work legally in the US to be considered.Our company has moved to 100% virtual, work-from-home positions.This position allow...Show moreLast updated: 30+ days ago
The Payroll Specialist is responsible for assisting the payroll function including processing four separate payrolls.This position is also responsible for the adherence to all policies and processe...Show moreLast updated: 30+ days ago A company is looking for a Payroll Specialist to manage bi-weekly payroll processing for employees and contractors.Key Responsibilities Prepare and process bi-weekly payroll for 250+ employees an...Show moreLast updated: 30+ days ago EMPLOYEE OWNER POSITION PURPOSE : .The Senior Payroll Specialist is responsible for timely and accurate payroll processing for our 80+ employees on a weekly payroll cycle.
This requires expertise in C...Show moreLast updated: 8 days ago 
WE ARE CURRENTLY HIRING A PAYROLL SPECIALIST I FOR OUR DOWNEY LOCATION.Responsible for performing the function of the Payroll Specialist in all aspects of the payroll process to ensure smooth and e...Show moreLast updated: 1 day ago Support the Client Service Team with the renewal process.Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally relat...Show moreLast updated: 30+ days ago 
OPARC believes that all individuals deserve the human right to be valued members of society regardless of their intelligence or physical capabilities.
OPARC exists to make training, employment, and ...Show moreLast updated: 30+ days ago We are looking for an experienced Payroll Specialist to join our team in Costa Mesa, California.This is a long-term contract position focused on managing payroll operations across multiple regions,...Show moreLast updated: 5 days ago
- Promoted
Payroll & Benefits Specialist
Robert HalfFountain Valley, CA, USPermanent
- Promoted
Senior Benefits Consultant
The Demarco GroupIrvine, CA, USFull-time
- Promoted
Payroll Specialist
TEEMA GroupPerris, CA, USFull-time
- Promoted
Certified Payroll Specialist
ACCO Engineered SystemsPasadena, CA, United StatesFull-time
- Promoted
Payroll Specialist
AppleOneDowney, CA, USFull-time
- Promoted
Senior Benefits Specialist
Allied UniversalIrvine, CA, United StatesFull-time
- Promoted
Payroll Specialist
CerterraRancho Cucamonga, CA, USFull-time
- Promoted
Benefit Analyst
Marsh McLennanAliso Viejo, CA, USFull-time
- Promoted
PAYROLL SPECIALIST
The Management Association, Inc.Irvine, CA, USFull-time
- Promoted
Benefits Specialist
Boot BarnIrvine, CA, United StatesFull-time
- Promoted
Workday Payroll Consultant
VirtualVocationsSan Bernardino, California, United StatesFull-time
- Promoted
Payroll Specialist
Royal Terrace HealthcareDuarte, CA, USFull-time
- Promoted
Virtual Benefits Rep (fully remote)
Global EliteSanta Ana, CA, USRemote
Full-time
- Promoted
Payroll Specialist
Acuity Eye GroupOrange, CA, USFull-time
- Promoted
Payroll Specialist
VirtualVocationsRiverside, California, United StatesFull-time
- Promoted
SENIOR PAYROLL SPECIALIST
The Management Association, Inc.Irvine, CA, USFull-time
- Promoted
Payroll Specialist I
James Perse Los AngelesDowney, CA, USFull-time
- Promoted
Benefits Analyst
Marsh McLennanAliso Viejo, CA, USFull-time
- Promoted
Senior Payroll Specialist
OPARCMontclair, CA, USFull-time
- Promoted
Payroll Specialist
Robert HalfCosta Mesa, CA, USFull-time