Top 1156 Destiny Management Services Jobs

Financial Advisor
Tamar Securities LLC —Woodland Hills, CA
- $75,000 - $100,000 a year
- Full-time
- Background check
- Microsoft Excel
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
Director, Case Management and Peer Support
Coleman Health Services —Canton, OH
- From $80,000 a year
- Full-time
- Clean driving record
- Pass drug screening
- Office
- Health insurance
- Dental insurance
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Corporate Controller
AJM Packaging Corp —Bloomfield Hills, MI
- Microsoft Excel
- CPA
- Inventory management
- Wellness program
- Health savings account
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Sales Manager
Rickenbaugh Cadillac —Denver, CO
- $130,000 - $160,000 a year
- 8 hour shift
- Clean driving record
- Management
- Sales
- Paid training
- Health insurance
Quick Apply
Business Developer
James River Grounds Management —Newport News, VA
- Full-time
- Hybrid work
- Background check
- Microsoft Outlook
- Writing skills
- Paid training
- Paid holidays
Quick Apply
13d
Specialist, Order Management
Chanel —Piscataway, NJ
- $58,200 - $90,000 a year
- Full-time
- Hybrid work
- Customer service
- Bachelor of Science
- Mid-level
- Health savings account
- AD&D insurance
Specialist, Education Knowledge Management
Chanel —Piscataway, NJ
- $67,000 - $89,000 a year
- Full-time
- Office
- Travel
- Senior level
- Health savings account
- AD&D insurance
Convention Services Manager
Marriott Winston - Salem —Winston-Salem, NC
- $20 - $25 an hour
- Weekends as needed
- Sales
- English
- Mid-level
- Paid holidays
- Health insurance
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Manager, Client Development, Soho
Chanel —New York, NY
- $87,500 - $130,000 a year
- Weekends as needed
- 5 years
- Bachelor's degree
- Continuous improvement
- Health savings account
- AD&D insurance
Amazon Marketplace Specialist
Wondercide —Round Rock, TX
- Full-time
- Hybrid work
- Google Workspace
- Sales
- Marketing
- Paid holidays
- Paid time off
Quick Apply
Front Office Manager
DoubleTree Suites By Hilton Hotel Nashville Airport —Nashville, TN
- $65,000 - $68,000 a year
- Full-time
- English
- Mid-level
- Hotel
- Paid holidays
- Health insurance
Quick Apply
14d
General Manager
Home2 Suites By Hilton Louisville Downtown NuLu —Louisville, KY
- Full-time
- English
- Hotel
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Outdoor Education Daily Trail Guide
Trademark Camping —Crestline, CA
- $18 - $20 an hour
- Seasonal
- Background check
- CPR Certification
- Inventory management
Quick Apply
Convention Services Manager
Sonesta Gwinnett Place Atlanta —Duluth, GA
- $57,000 - $60,000 a year
- Weekends as needed
- Sales
- English
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Thousand Pines Returning Staff
Trademark Camping —Crestline, CA
- Background check
- US work authorization
- Fingerprint clearance
Quick Apply
Administrative Assistant
Denis Development —Indianapolis, IN
- $35,000 - $45,000 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Opportunities for advancement
Quick Apply
General Manager
Fairfield Inn & Suites Atlanta Vinings/Galleria —Atlanta, GA
- Full-time
- English
- Hotel
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
Director of Accreditation Services
Smithbucklin —Washington, DC
- $150,000 - $175,000 a year
- Full-time
- Hybrid work
- Customer service
- Office
- Travel
2026 Thousand Pines Summer Staff Advisor
Trademark Camping —Crestline, CA
- $18 - $20 an hour
- Seasonal
- Background check
- Ability to lift 50 pounds
- Mentoring
Quick Apply
Operations Manager, Orlando
Chanel —Orlando, FL
- $87,500 - $120,000 a year
- Weekends as needed
- 5 years
- Bachelor's degree
- Senior level
- Health savings account
- AD&D insurance

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Financial Advisor

Tamar Securities LLC
Woodland Hills, CA

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Job Details

Full-time
$75,000 - $100,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Microsoft Excel
Customer relationship building
Bachelor of Science
Research
Series 7
Client retention
Organizational skills
Financial goal setting advisory services
Productivity software
Experience practicing in the securities industry
Account management experience
Financial data analysis tools
Series 63

Full Job Description

Overview
We’re looking for Professionals who are ready and determined to start a new career (where the sky’s the limit). If you are a Professional with a track record of success, you will want to join our rapidly growing firm. We are looking for Leaders who are self-driven, self-motivated with have relationship skills. Must be committed to establishing long term relationships with their clientele.

Your compensation package is based on your dedication and hard work which will reflect from your performance. You have unlimited earning potential. You are in charge of your destiny.

Duties

Assess clients’ financial needs, goals, and risk tolerance through detailed consultations
Develop comprehensive financial plans covering investments, retirement, estate planning, and insurance options
Recommend appropriate financial products and services using advanced financial software tools
Monitor clients’ portfolios regularly, making adjustments to optimize performance and meet evolving objectives
Educate clients on market trends, investment strategies, and financial best practices to foster informed decision-making
Maintain accurate records of client interactions, transactions, and plan updates in compliance with regulatory standards
Stay current with industry regulations, market developments, and new financial software features to enhance service delivery

Skills

Strong understanding of financial planning principles and investment strategies
Proficiency with financial software platforms for analysis, reporting, and client management
Excellent interpersonal skills with the ability to build trust and rapport quickly
Ability to explain complex financial concepts clearly and confidently
Detail-oriented with strong organizational skills for managing multiple client accounts
Active listening skills to identify client needs accurately and tailor solutions effectively
Commitment to ongoing professional development through certifications or industry training

REQUIREMENTS

Three Years Prior Experience of Asset Gathering, Research, Analysis, and Relationship Management
Series 65 & 63 (7 & Agent of Life Insurance optional); Must have a Clean U4
Skilled in Microsoft Office, Excel and Adaptive to Other Proprietary Computer Programs
BS/BA Degree Recommended

Join us in making a positive impact on clients’ lives by providing expert financial advice that inspires confidence and fosters long-term success. We value energetic professionals who are eager to grow their careers while helping others achieve their dreams!

Pay: $75,000.00 - $100,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

Destiny Management Services jobs

Financial Advisor

Director, Case Management and Peer Support

Corporate Controller

Sales Manager

Business Developer

Specialist, Order Management

Specialist, Education Knowledge Management

Convention Services Manager

Manager, Client Development, Soho

Amazon Marketplace Specialist

Front Office Manager

General Manager

Outdoor Education Daily Trail Guide

Convention Services Manager

Thousand Pines Returning Staff

Administrative Assistant

General Manager

Director of Accreditation Services

2026 Thousand Pines Summer Staff Advisor

Operations Manager, Orlando

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