Top 18 Retirement plan advisor Jobs in El Centro, Ca

Associate Wealth Advisor
Yuma & Imperial Valley Wealth Management —El Centro, CA
- From $50,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Retirement Plan Specialist
Employee Benefits Group —California
- From $60,000 a year
- Contract
- Remote
- Microsoft PowerPoint
- Microsoft Excel
- Sales
- Professional development assistance
- Flexible schedule
Quick Apply
Director, Channel Strategy- Regions
Thermo Fisher Scientific —California
- $165,000 - $240,000 a year
- Full-time
- Remote
- Office
- Training & development
- Senior level
- Commuter assistance
- Paid parental leave
1d
Consulting Actuary
Martin and Company —California
- $120,000 - $150,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- 5 years
- Health savings account
- Paid holidays
9d
Experienced Automotive Dealership Service Advisor (Relocation Assistance + Bonus)
Nelson Automotive/Red Rock Automotive —United States
- $48,000 - $150,000 a year
- Full-time
- Sales
- Dealership
- Mid-level
- Paid holidays
- Relocation assistance
Quick Apply
Experienced Automotive Technician/Mechanic
Nelson Automotive/Red Rock Automotive —United States
- $55,000 - $210,000 a year
- Full-time
- Mechanic experience
- Dealership
- Mid-level
- Paid training
- Paid holidays
Quick Apply

Discover related jobs

Based on your search for retirement plan advisor jobs.

Financial Consultant
WealthBridge Financial Group —San Luis, AZ
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 - $150,000 a year
Quick Apply
Associate Wealth Advisor
Yuma & Imperial Valley Wealth Management —El Centro, CA
Ø Series 65 license, must be obtained before hiring. Some city, state or national travel may be required. Ø Ability to pass background and credit check.
From $50,000 a year
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Intervention Specialist
ACCEL Schools —Columbus, OH
Participate in the planning and implementation of non-instructional activities such as social events and field trips. Optional Basic Life and AD&D insurance.
$44,000 - $55,000 a year
Quick Apply
Intervention Specialist
ACCEL Schools —Columbus, OH
Participate in the planning and implementation of non-instructional activities such as social events and field trips. Optional Basic Life and AD&D insurance.
$43,500 - $55,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for retirement plan advisor in el centro, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

retirement plan advisor jobs near el centro, ca

Associate Wealth Advisor

Yuma & Imperial Valley Wealth Management
El Centro, CA

Quick Apply

Job Details

Full-time
From $50,000 a year

Benefits

Health insurance
401(k)
Paid time off
Parental leave
401(k) matching
Professional development assistance
Life insurance
Retirement plan

Qualifications

Schedule management
Bachelor's degree
Series 65

Full Job Description

Yuma Investment Group, a growing wealth management firm, is seeking an Associate Wealth Advisor or Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!

Responsibilities & Activities:

Ø Establishing new client relationships.

Ø Maintaining current client relationships.

Ø Annually meeting with each client to review their accounts and update items as needed.

Ø consistently monitor client activity and address needs as they arise.

Ø work closely with the team to continue to improve our client experience.

Ø Process investment changes, client requests in a timely manner.

Knowledge, Skills & Abilities:

¨ Required:

Ø Bachelors Degree

Ø Series 65 license, must be obtained before hiring.

Ø Ability to pass background and credit check.

Ø Excellent attitude and an extraordinary client service orientation

Ø A strong focus on getting the details right

Ø Excellent organizational and time management skills

Ø An ability to handle multiple tasks and handle stress

¨ Helpful:

Ø Previous securities industry experience

Ø Insurance License

Other Qualification Requirements:

To meet the requirements of this job an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. The employee may occasionally be required to do light lifting, less than 20 pounds. While performing the duties of this job, the employee is regularly required to sit, and talk or hear. The employee is occasionally required to stand and walk.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee works in an office environment. The noise level is usually quiet. Some city, state or national travel may be required.

Mental Demands:

The mental characteristics necessary to competently perform this job may involve the need to be creative and persuasive. The employee may need exercise resourcefulness in solving problems and be able to multi-task.

We also offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Life insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan

Education:

Bachelor's (Required)

License/Certification:

series 65 License (Required)

Ability to Commute:

El Centro, CA 92243 (Required)

Ability to Relocate:

El Centro, CA 92243: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

retirement plan advisor jobs in el centro, ca

Associate Wealth Advisor

Retirement Plan Specialist

Director, Channel Strategy- Regions

Consulting Actuary

Experienced Automotive Dealership Service Advisor (Relocation Assistance + Bonus)

Experienced Automotive Technician/Mechanic

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for retirement plan advisor in el centro, ca

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected