Top 268 Personal Financial Representative Jobs in Riverside, CA

Personal Financial Counselor, Assignment Ready Counselor, California
Magellan Health —March Air Reserve Base, CA
- $58,440 - $93,500 a year
- Part-time
- Spanish
- English
- Mid-level
Buyer I
County of Riverside —Riverside, CA
- $65,117.90 - $87,936.86 a year
- Microsoft Word
- Background check
- Research
- Paid holidays
- Disability insurance
10d
Credit Administrator
Citizens Business Bank —Ontario, CA
- $191,292 - $286,938 a year
- Full-time
- Mid-level
- Office
- 2 years
Associate Sales Representative - Orange County - Craniomaxillofacial
Stryker —Irvine, CA
- $70,000 - $85,000 a year
- Weekends as needed
- Mid-level
- Bachelor's degree
- Operating room
- Health savings account
- AD&D insurance
Financial Advisor - Training Provided
True Path Financial —Riverside, CA
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development experience
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Research Associate III
Kerr —Pomona, CA
- $72,000 - $122,400 a year
- Microsoft Excel
- 5 years
- English
- Paid holidays
- Disability insurance
9d
Financial Aid Counselor
Western University of Health Sciences —Pomona, CA
- $70,304 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Outlook
- Mid-level
- Loan repayment program
- Paid time off
Admissions & Collections Clerk - Admitting
County of Riverside —Moreno Valley, CA
- $44,448.37 - $66,100.67 a year
- 8 hour shift
- Bilingual
- Background check
- US work authorization
- Paid holidays
- Disability insurance
2d
Research Associate I
Kerr —Pomona, CA
- $60,000 - $102,000 a year
- Microsoft Excel
- English
- Mid-level
- Paid holidays
- Disability insurance
9d
Scheduler
Pacific Pulmonary Medical Group —Riverside, CA
- $23 - $25 an hour
- Full-time
- Background check
- Computer literacy
- Medical office experience
- Health insurance
- Dental insurance
Quick Apply
1d
Operations Manager for the Division of Psychology
California Baptist University —Riverside, CA
- English
- Mid-level
- Office
Manager of Call Center
Riverside Medical Clinic —Riverside, CA
- $93,067.52 - $134,947.90 a year
- Full-time
- Bachelor of Science
- Medical office experience
- BLS Certification
Case Manager - FT Days
Riverside Medical Clinic —Riverside, CA
- $44.74 - $64.88 an hour
- Full-time
- Nursing
- RN License
- Mid-level
10d
Education Specialist
MEXICAN AMERICAN OPPORTUNITY FOUNDATION —Ontario, CA
- $25.99 - $27.12 an hour
- Full-time
- Spanish
- Computer literacy
- Writing skills
- Paid jury duty
- 403(b) matching
Director of Rehabilitation Senior Living
Reliant Rehabilitation —Rancho Cucamonga, CA
- $55 - $60 an hour
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Customer service
Regional Manager LIHTC/PSH/HUD - Los Angeles County and Surrounding Areas
Quality Management Group Inc —Ontario, CA
- $110,000 - $120,000 a year
- Full-time
- Microsoft Outlook
- Computer literacy
- Writing skills
Quick Apply
Regional Manager LIHTC/HUD/PSH - Inland Empire and Surrounding Areas
Quality Management Group Inc —Ontario, CA
- $110,000 - $120,000 a year
- Full-time
- Microsoft Outlook
- Computer literacy
- Writing skills
Quick Apply
Insurance Sales Representative
Cody Weck Insurance Agency —Rancho Cucamonga, CA
- $37,000 - $120,000 a year
- Full-time
- Bilingual
- Office
- In-person
- Paid holidays
- Paid time off
Quick Apply
8d
Retail Sales Associate
My Wireless - AT&T Authorized Retailer —Fontana, CA
- $36,192 - $61,192 a year
- Weekends as needed
- Bilingual
- 18 years or older
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
7d
Assistant Sales Manager
MY WIRELESS GLA, INC —Fontana, CA
- $38,001 - $63,001 a year
- Weekends as needed
- Bilingual
- 18 years or older
- Inventory management
- Paid training
- Health insurance
Quick Apply
3d

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Personal Financial Representative jobs near Riverside, CA

Personal Financial Counselor, Assignment Ready Counselor, California

Magellan Health -
March Air Reserve Base, CA

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Job Details

Part-time
$58,440 - $93,500 a year

Qualifications

Spanish
English
Compliance with security regulations
Driver's License
Video conferences (communication methods)

Full Job Description

This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation.

Provides personal financial counseling and management services directly to service members and their families.
Assists service members in establishing a spending plan for extended absences.
Develops and makes available informational financial materials to service members and families.
Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Responds to requests for age-appropriate classes or seminars.
Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
Manages duty to warn situations according to Department of Defense (DoD) protocol.
Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
All other duties as assigned.

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Other Job Requirements

Responsibilities

Bachelor's degree required.

May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.

May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.

3+ years of financial counseling experience.

Must be a U.S. citizen and speak fluent English.

If required by the contract, must be bilingual in English and Spanish.

Be able to obtain a favorably adjudicated Tier 2 investigation.

Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.

Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title

Personal Financial Counselor, Assignment Ready Counselor, California

Grade

Work Experience - Required

Financial Counseling

Work Experience - Preferred

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther

License and Certifications - Preferred

Salary Range

Salary Minimum:

$58,440

Salary Maximum:

$93,500

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

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Refine Your Search

Personal Financial Representative jobs in Riverside, CA

Personal Financial Counselor, Assignment Ready Counselor, California

Buyer I

Credit Administrator

Associate Sales Representative - Orange County - Craniomaxillofacial

Financial Advisor - Training Provided

Research Associate III

Financial Aid Counselor

Admissions & Collections Clerk - Admitting

Research Associate I

Scheduler

Operations Manager for the Division of Psychology

Manager of Call Center

Case Manager - FT Days

Education Specialist

Director of Rehabilitation Senior Living

Regional Manager LIHTC/PSH/HUD - Los Angeles County and Surrounding Areas

Regional Manager LIHTC/HUD/PSH - Inland Empire and Surrounding Areas

Insurance Sales Representative

Retail Sales Associate

Assistant Sales Manager

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