SanteeRecruiter Since 2001
the smart solution for Santee jobs

Financial Adviser (remote)

Company: World Financial Group
Location: Santee
Posted on: May 10, 2020

Job Description:

* Due to Covid-19, this is a remote position (meaning you are able to work from home) Everything, for the time being, will be done virtually. You must have internet and a Laptop/Computer.*DescriptionWe are a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We are one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.We help clients pursue the life they envision through a one-on-one relationship and we are committed to their needs. We believe trust comes from transparency.Key Responsibilities* Build and maintain a clear process for adding to and updating client profile information in Salesforce after regular client reviews* Consistently make adjustments to analytics, portfolio, balance sheet, net worth statement and recommendations based on new or relevant information* Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs* Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies* Possess a working knowledge of financial planning wealth management tools* Manage the team's client profiling process by leveraging all Firm resources* Deliver holistic goals-based financial solutions to clients* Prepare and present detailed customized client reports including metrics on progress to goals, especially during client reviews* Fulfill continuing education requirements to maintain designation(s)* Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies* Complete required training, obtain industry licenses, master assessments, maintain continuing education requirements and meets minimum performance standards* Source prospective clients and capitalize on referrals* Deliver customized solutions and through collaboration deliver the full resourcesQualifications* Strong analytical skills* Proven ability to identify clients optimal risk profiles, goals, objectives and appropriate asset allocation* Proven ability to assess needs of clients and recommend appropriate solutions/interventions* Proven ability to work collaboratively on a team and with key partners* Proven ability to listen and probe for clarity and understanding* Ability to source clients through prospecting and networking* Ability to work in an environment where the majority of your compensation is tied to your performance* Goal and results oriented* Highly effective communication skills (written and verbal)* Proven ability to engage with and influence others* Solid follow-through skills* Strong computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel* Self-motivated, independent, and resourceful* Honest, dependable and credible* Has integrity* Exceptional customer service skills* Must obtain great listening, writing and communication skills* Must be punctual* Team player* Be familiar with data processing & Microsoft/Apple products* Dedicated, enthusiastic, strong work ethic* Excellent at answering phones* Managing a schedule* Strong leadership by leading others* MUST ATTEND ALL meetings, trainings and events. NO EXCEPTIONS.* Quick learner* Hungry to learn/Open mindedPlease email your resume to review and to schedule an interview if qualified. If qualified, you will perform a CA state background check for verification. Business attire is a must.Job Types: Full-time, Part-timeSalary: $40,000.00 to $150,000.00

Keywords: World Financial Group, Santee , Financial Adviser (remote), Accounting, Auditing , Santee, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Senior Staff Accountant
Description: We are seeking an AP Staff Accountant to join a growing company in Carlsbad. This person will be responsible for invoicing, 1099's bank reconciliations, creating service agreements for vendors, billing, (more...)
Company: Boutique Recruiting
Location: San Diego
Posted on: 06/5/2020

Tax Senior - Senior Accountant
Description: If you are a Tax Senior with experience, please read on What You Need for this Position Senior Accountant Senior Tax Accountant CPA STATE Tax Accountant Tax Associate Certified CPA Federal Multi-state
Company: CyberCoders
Location: San Diego
Posted on: 06/5/2020

Tax Accountant - Corporate + ASC740s
Description: If you are a Tax Accountant - Corporate ASC740s with experience, please read on What You Need for this Position ASC740 CPA Tax Senior Staff Accountant Corporate S/Corps High Net Worth Senior Tax Accountant (more...)
Company: CyberCoders
Location: Irvine
Posted on: 06/5/2020


Controller - Month-End Close, Accounting Operations
Description: If you are a Controller with experience, please read on Job Title: ControllerJob Location: Irvine, CASalary: 120 - 150k base Bonus Awesome BenefitsRequirements Big 4 experience 2 years of Controller (more...)
Company: CyberCoders
Location: Irvine
Posted on: 06/5/2020

Audit Manager For Top La Firm
Description: If you are a Audit Manager For Top La Firm with experience, please read on Top Reasons to Work with Us We've been around for more than 30 years and have a great reputation in northern California. Great (more...)
Company: CyberCoders
Location: Chula Vista
Posted on: 06/5/2020

Project Finance Analyst
Description: The Project Financial Analyst will be responsible for developing estimates, budgets, and monitoring/ reporting on the status of all projects awarded. The Project Financial Analyst will gather data from (more...)
Company: PMAT INC.
Location: San Diego
Posted on: 06/5/2020

Tax Manager
Description: Tax Manager - San DiegoJoin a growing San Diego Tax Firm as a Tax Manager where you will play a crucial role in performing tax returns for small businesses and high-net-worth individuals. You will be (more...)
Company: PROVEN, Inc.
Location: San Diego
Posted on: 06/5/2020

Financial Consultant - Rancho Bernardo, CA
Description: Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, (more...)
Company: Fidelity Investments
Location: San Diego
Posted on: 06/5/2020

Associate Financial Advisor
Description: North Star Resource Group is looking to find candidates for a financial advising position in San Diego, CA. We are looking for college graduates or a more experienced individuals in positions today without (more...)
Company: North Star Resource Group
Location: San Diego
Posted on: 06/5/2020

Senior Accountant - Payroll
Description: Senior Accountant - Payroll This established and stable company is offering you the unique opportunity to showcase your payroll accounting skills on a well developed payroll team. We are looking for someone (more...)
Company: PROVEN, Inc.
Location: San Diego
Posted on: 06/5/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Santee RSS job feeds