Top 36 Financial Advisor Jobs in Modesto, CA

FINANCIAL CONSULTANT I
Uncle Credit Union —Tracy, CA
- $22.00 - $24.50 an hour
- Full-time
- Microsoft Word
- Management
- Bachelor of Science
- Dental insurance
- 401(k) 4% Match
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11d
Financial Solutions Advisor Registration Candidate - San Joaquin Valley Market
Bank of America —Turlock, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Modesto Financial Aid Advisor
Paul Mitchell Schools —Modesto, CA
- $20 - $25 an hour
- Full-time
- Bachelor's degree
- Contracts
- Experience equivalent to degree accepted
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Insurance and Financial Services Position - State Farm Team Member
Michael Affholter - State Farm Agent —Salida, CA
- $35,000 - $55,000 a year
- Full-time
- Mid-level
- 3 years
- Communication skills
- 401(k)
- Paid time off
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Regional Vice President of Sales (Rust Belt)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
11d

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Flow Control Group —California
Utilize AI and automation tools to improve budgeting, forecasting, reporting, and financial analysis processes. CPA, CMA, or FP&A certification is a plus.
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Financial Analyst Assistant
AMERICAN ADVANCED MANAGEMENT —Modesto, CA
Bachelor’s degree healthcare, business, administration, or related field preferred. The Financial Analyst Assistant will be responsible for preparing financial…
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Experienced Financial Advisor - Independent Platform (Ohio)
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You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$125,000 - $200,000 a year
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Private Wealth Advisor
WealthBridge Financial Group —Lewis Center, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$125,000 - $185,000 a year
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FINANCIAL CONSULTANT I

Uncle Credit Union -
Tracy, CA

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Job Details

Full-time
$22.00 - $24.50 an hour
11 days ago

Benefits

Dental insurance
401(k) 4% Match
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Microsoft Word
Opening bank accounts
Loan file preparation
Computer operation
Financial sales
Confidential information handling
Management
Copy machines
Word embeddings
English
Fax machines
Telephone systems
Team motivation (leadership skill)
Quality data entry
Customer data entry

Full Job Description

UNCLE Credit Union has been recognized as the Best Credit Union in the East Bay for 8 consecutive years and has been voted a Top Workplace for 5 consecutive years (2022–2026). We are committed to innovation, service excellence, and empowering our members through technology.

Job Description

UNCLE Credit Union is seeking a FINANCIAL CONSULTANT to join a dynamic and growing organization who will be responsible for member on-boarding, educating new and existing members of the various products and services that are offered at the credit union. Attain and maintain current knowledge of credit union products, policies, procedures and promotions. Determine the individual needs of our members and cross-sell products and services accordingly. In conjunction with branch manager, coach and assist staff to meet or exceed individual and branch production/sales goals. Within established guidelines, open new accounts and process loan applications. Assist branch manager with coordinating and participating in community activities to generate sales and further deepen UNCLE Credit Union’s relationships within the communities we serve. Represent the credit union at community functions, including luncheons/benefit fairs, and support business development efforts as needed.

Essential Job Functions:

Including the following. Other jobs may be assigned.

Provide exceptional and friendly service externally and internally.
Provide members, employees and other business contacts with timely and accurate information.
Conduct financial profiles of our members in order to probe for service needs and use a method of follow up to maintain contact with new and existing members.
Act as a resource for frontline staff regarding New Accounts, Loans and IRA’s.
Meet or exceed established sales and other production goals.
Assist manager in coaching staff to meet established individual and branch sales and service goals.
Act in operational supervisory capacity in the absence of the Branch Manager
Open new accounts including Living Trust, Gift to Minor, Block Trust, IRA’s, CD’s, Money Market accounts, etc.
Accept and input loan applications.
Act in capacity of loan interviewer.
Assess the needs of members and offer suitable products and services.
Review member credit reports for potential new business such as credit card balance transfers, auto loan refinance, etc.
Respond to member inquiries on loan application status, approvals, denials, etc.
Refer members as appropriate to our service partners for Mortgage and Investment products and services.
Act in capacity of a notary within the policies and procedure guidelines.
Represent UNCLE professionally in the community and to potential members by participating in business development and community involvement as determined by branch needs.
Provide branch manager with input and ideas to maintain an active sales culture.

Knowledge, Skills and Abilities:

The requirements listed below are representative of knowledge, skill and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Knowledge of: General office practices and procedures, Credit union philosophy and understanding of terminology; MS Word; Written communication format, business English and composition.
Skill in: Operating personal computer and office equipment such as calculator, copy machine, facsimile machine, postage scale, typewriter, and telephone system.
Ability to: Accurately input and retrieve data from the computer; Maintain confidentiality of classified information; Assess and discuss openly with members, the financial services best suited for their needs.

Education and Experience:

Must have a minimum of 2 years’ experience in a financial institution, including experience with opening loans and new accounts.
Must have strong sales skills and ability to demonstrate sounds written and oral communication skills, interpersonal skills and measurable leadership abilities to motivate others.

Pay:

$22-24.50/hr. DOE

Benefits:

Competitive salary with performance-based and corporate bonuses.
Comprehensive health, dental, and vision insurance.
401(k) with 4% employer match.
Defined Benefit Plan—100% employer contribution.
Professional development and career advancement opportunities.

PI285752837

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Financial Advisor jobs in Modesto, CA

FINANCIAL CONSULTANT I

Financial Solutions Advisor Registration Candidate - San Joaquin Valley Market

Modesto Financial Aid Advisor

Insurance and Financial Services Position - State Farm Team Member

Regional Vice President of Sales (Rust Belt)

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