Top 38 Financial advisor Jobs in Temecula Ca

Financial Aid Advisor
High Desert Medical College —Temecula, CA
- $22 - $24 an hour
- Full-time
- Mid-level
- Microsoft Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
2d
Financial Advisor
Edward Jones —Murrieta, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Hemet, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —San Marcos, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Business Solutions Advisor - Murrieta Financial Center
Bank of America —Murrieta, CA
- $26.00 - $34.67 an hour
- Full-time
- Bilingual
- Mid-level
- Office
5d
Financial Services Representative - State Farm Agent Team Member
Amy Blackwell - State Farm Agent —Murrieta, CA
- $60,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Tuition reimbursement
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Oceanside, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Solutions Advisor - Northern San Diego Area
Bank of America —San Marcos, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
14d
Personal Financial Counselor, Camp Pendleton
Magellan Health —Camp Pendleton, CA
- $58,440 - $93,500 a year
- Full-time
- Spanish
- English
- Mid-level
Wealth Management Advisor- Oceanside, CA
U.S. Bank National Association —Oceanside, CA
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
5d
Senior Financial Advisor – Experienced Professionals
First Command Financial Services, Inc. —Oceanside, CA
- From $110,000 a year
- 5 years
- Military
- In-person
- Flexible schedule
Quick Apply
14d
Retirement and Financial Planning Specialist
First Financial Clarity —United States
- Up to $250,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Sales
- Professional development assistance
- Flexible schedule
Quick Apply
Healthcare RN/NP Financial Professional
SGK Resources, LLC —United States
- $76,683.85 - $92,350.44 a year
- Contract
- Remote
- Background check
- RN License
- Mid-level
- Flexible schedule
Quick Apply
11d
Partnership Executive/Investment Sales & Business Advisor
Fusion Growth Partners —United States
- $70,000 - $250,000 a year
- Full-time
- Remote
- Business development
- Presentation skills
- Mentoring
- Health insurance
- Dental insurance
Quick Apply

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Financial Aid Advisor
High Desert Medical College —Temecula, CA
Three years of work experience in a closely related field to the duties being performed. Able to work on their own with little director.
$22 - $24 an hour
Quick Apply
2d
Financial Advisor
Edward Jones —Murrieta, CA
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year

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Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
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financial advisor jobs near temecula ca

Financial Aid Advisor

High Desert Medical College -
Temecula, CA

Quick Apply

Job Details

Full-time
$22 - $24 an hour
2 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
Life insurance
Retirement plan

Qualifications

Microsoft Office
Productivity software
Educational assistance administration

Full Job Description

Summary:

The Financial Aid Advisor shall have responsibility for meeting with prospective students, creating a positive and friendly environment, facilitating participation in the Financial Aid eligibility process, assisting in determining eligibility for Financial Aid, for Financial Aid record-keeping (hard copy and electronic), and assisting in default prevention.

Essential Duties and Responsibilities:

Informally meets with prospective students on initial visit to:
Ensure all prospective students are given all the necessary resources available to pay for tuition.
Give guidance to prospective students on completing their FAFSA,
Interviews prospective students and assist them in securing and/or completing the proper paperwork requirements
Package students financial aid in Anthology.
Communicates with other departments on prospective students pending documents for follow up.
Generates reports to identify starts for the month and ensure starts are fully packaged.
Follows up with pending students to ensure file completion.
Completes new starts files and submits them to immediate supervisor for review, originations and disbursements.
Meets one-on-one to counsel loan borrowers within one week of first disbursement
Manages Default management activities weekly
Coordinates assigned student financial aid programs
Monitors standards of quality control for financial aid programs
Communicates with Federal and State agencies, as well as current and potential students regarding financial aid related issues
Identifies program issues and works with management to resolve them
Attends meetings, seminars and or/conferences and performs frequent liaison activity with external agencies
The Financial Aid Advisor is required to adhere to all applicable State, Federal and accrediting agency regulations
The Financial Aid Advisor is required to adhere to all company policies and reports directly to the Assistant Director of Financial Aid.
Counsels financial aid students and makes decisions regarding awards
Interprets and implements regulations set forth by Federal and State agencies
Serves as liaison between the Office of Student Financial Aid and Federal and State agencies
Performs other duties as assigned

Qualifications:

Three years of work experience in a closely related field to the duties being performed. Work experience in Financial Aid preferred
Proficiency in MS Microsoft Office products and ability to learn other software programs
Must have strong interpersonal and communications skills as well as excellent organizational skills and be detail oriented
Ability to multi-task, demonstrate computational ability, respond effectively in a variety of situations, and work effectively in team situations
Dependable; possess excellent analytical, organizational and time management skills; detail oriented and take pride in quality of work
Superior verbal and written communication skills
Strong sense of ethics and ability to maintain confidentiality of private personal and business information

Essential Skills and Experience

Ability to work comfortably with people.
Self-starter.
Able to work on their own with little director.

Equipment Used

Computers, phone, fax machine, copy machine.

Physical and Mental Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Working Conditions

School environment. Most of the work requires routine walking, standing, bending, and lifting.

Job Type: Full-time

Pay: $22.00 - $24.00 per hour

Benefits:

401(k)
Dental insurance
Employee assistance program
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance

Experience:

Financial Aid: 1 year (Required)
Microsoft Office: 1 year (Required)

Ability to Commute:

Temecula, CA 92592 (Required)

Ability to Relocate:

Temecula, CA 92592: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in temecula ca

Financial Aid Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Business Solutions Advisor - Murrieta Financial Center

Financial Services Representative - State Farm Agent Team Member

Financial Advisor

Financial Solutions Advisor - Northern San Diego Area

Personal Financial Counselor, Camp Pendleton

Wealth Management Advisor- Oceanside, CA

Senior Financial Advisor – Experienced Professionals

Retirement and Financial Planning Specialist

Healthcare RN/NP Financial Professional

Partnership Executive/Investment Sales & Business Advisor

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