Top 750 Financial representative Jobs in Ramona, Ca

Senior Financial Advisor
Blankinship & Foster —Solana Beach, CA
- Full-time
- Hybrid work
- Background check
- 7 years
- CPA
- Paid training
- Paid holidays
7d
Outside Sales Representative
Confidential —Spring Valley, CA
- $40,000 - $140,000 a year
- Full-time
- Background check
- No experience needed
- High school diploma or GED
- Paid training
- Fuel card
Quick Apply
Sales Development Representative
Chef Works Inc —Poway, CA
- $27.88 - $27.89 an hour
- Full-time
- Hybrid work
- Word processing
- Research
- Mid-level
Quick Apply
Vivint Sales Representative
Confidential —Poway, CA
- $18 - $25 an hour
- Part-time
- Background check
- In-person
- Communication skills
- Paid training
- Opportunities for advancement
Quick Apply
11d
Steel Sales Representative
Hyosung USA Inc. —Del Mar, CA
- $51,670.09 - $62,226.35 a year
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
17h
Customer Service Associate - Retail / Range
PWG Range —Poway, CA
- $17.50 - $19.00 an hour
- Full-time
- Computer literacy
- 21 years or older
- Computer skills
- Health insurance
- Dental insurance
Quick Apply
Customer Success Specialist
ALTO USA LLC —Escondido, CA
- $67,000 - $78,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Driver's License
- Mileage reimbursement
- Disability insurance
Quick Apply
Vietnamese-English Bilingual Healthcare Customer Service Representative - Remote in California
TTEC —California
- $21.65 an hour
- Full-time
- Remote
- English
- Research
- Windows
- Wellness program
- Tuition reimbursement
Russian-English Bilingual Healthcare Customer Service Representative - Remote in California
TTEC —California
- $21.65 an hour
- Full-time
- Remote
- English
- Research
- Windows
- Wellness program
- Tuition reimbursement
Licensed Insurance Agent
AmeriLife —Vista, CA
- Full-time
- Mid-level
Quick Apply
13d
Health Insurance Agent
Kingdom Health Group LLC —California
- $62,242.15 - $100,000.00 a year
- Part-time
- Remote
- Mid-level
- Driver's License
- Communication skills
- Work from home
- Flexible schedule
Quick Apply
Franchise Sales Representative
Kaminskiy Care & Repair —San Diego, CA
- $40,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Business development
Quick Apply
1d
Vivint Sales Representative
Confidential —La Mesa, CA
- $18 - $25 an hour
- Part-time
- Background check
- In-person
- Communication skills
- Paid training
- Opportunities for advancement
Quick Apply
Licensed Life Insurance Agent – San Diego (Leads Provided)
Spektra Insurance Solutions —San Diego, CA
- $60,000 - $200,000 a year
- Contract
- No background check
- Mentoring
- In-person
- Flexible schedule
- Life insurance
Quick Apply
Entry Level Sales Representative
Vireon Consulting —El Cajon, CA
- $56,000 - $68,000 a year
- Full-time
- Bachelor's degree
- In-person
- Leadership
- 401(k)
- Professional development assistance
Quick Apply
2d
Insurance Agent
HealthMarkets —Escondido, CA
- Mid-level
- 4 years
Insurance Agent
HealthMarkets —Escondido, CA
- Mid-level
- 4 years
Outside Sales Representative
Restoration Co —El Cajon, CA
- $70,000 - $100,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
- Paid training
- Health insurance
Quick Apply
CNO Financial Advisor - Hybrid Remote (CA)
CNO Financial Group, Inc. —San Diego, CA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Customer Service Representative
RoadOne Towing —San Diego, CA
- From $18 an hour
- Full-time
- In person
- Customer service
- Computer literacy
- English
- Health insurance
- Dental insurance
Quick Apply

I want to receive the latest job alert for financial representative in ramona, 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

financial representative jobs near ramona, ca

Senior Financial Advisor

Blankinship & Foster
Solana Beach, CA

Apply Now

Job Details

Permanent | Full-time
7 days ago

Benefits

Paid training
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Professional development assistance

Qualifications

Financial planning
Estate planning needs analysis
Tax planning
Teamwork
CFP
Income tax planning
Business development
Bachelor's degree
Attention to detail
Insurance planning
Financial services
Estate planning
Retirement planning advisory services
Financial retirement planning

Full Job Description

Firm Description

Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach, CA, that provides integrated financial planning and investment management to individuals and families specializing in retirees and near-retirees. Our firm culture and core values are based on being thoughtful and caring, doing what is right, finding solutions, and constantly seeking to learn, grow, and improve. We pride ourselves on being a team of authentic, dependable, dedicated, and thoughtful individuals. We are currently seeking to add another member to our exceptional team.

Job Summary

The Senior Financial Advisor serves as the lead advisor for assigned clients, providing comprehensive financial planning and strategic guidance across retirement, tax, estate, investment, insurance, charitable and education planning. This role is responsible for managing client relationships, leading the planning process for assigned clients, coordinating planning and investment management implementation with clients and professional partners, and helping drive firm growth through mentorship, collaboration, and business development.

Duties and Responsibilities

Serve as the lead advisor and primary relationship manager for assigned clients.
Lead the financial planning process for clients, developing and implementing comprehensive strategies across retirement, tax, estate, insurance, education, charitable, and investment planning.
Conduct client meetings, communicate complex planning concepts clearly, and guide clients through recommendations and implementations.
Identify and address planning opportunities across retirement, tax, estate, insurance, education, charitable and investment planning
Coordinate with attorneys, tax preparers, insurance professionals, and other advisors to support implementation of client recommendations.
Contribute to firm growth through business development, process improvement, and participation in strategic initiatives.
Mentor Advisors and Associate Advisors through coaching, collaboration and knowledge sharing.

Requirements and Qualifications

Certified Financial Planner (CFP®) designation. CPA is a plus.
Bachelor's degree from an accredited college or university.
7+ years of experience in comprehensive financial planning in a wealth management or RIA environment.
Strong technical knowledge across retirement, tax, estate, insurance, charitable, and equity compensation planning.
Ability to work a hybrid schedule (remote and onsite in Solana Beach, CA)

Work Style

Client-focused, collaborative professional with strong relationship-building skills.
Excellent communication skills with the ability to simplify complex financial concepts.
Highly organized, analytical and detail oriented.
Ability to work effectively with colleagues, clients and external professional partners.

Salary and Benefits

Compensation will be commensurate with skills and experience
Bonus
15 days of paid vacation to start, plus sick time
Paid holidays
401(k) plan
Health insurance benefits
Continuing education and conference reimbursement
Dues and membership fees for approved professional organizations
Exempt position

Who Should Apply

Qualified candidates should have direct relevant experience in comprehensive financial planning within a wealth management or RIA environment. If you are thoughtful, detail-oriented, collaborative, service-oriented and passionate about delivering high quality financial planning advice, please submit your resume and cover letter.

No phone calls please.

For more information about our firm, please visit our website: www.bfadvisors.com

Blankinship & Foster, LLC is an Equal Opportunity Employer.

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Paid training
Professional development assistance
Vision insurance

Work Location: Hybrid remote in Solana Beach, CA 92075

Apply Now

Refine Your Search

financial representative jobs in ramona, ca

Senior Financial Advisor

Outside Sales Representative

Sales Development Representative

Vivint Sales Representative

Steel Sales Representative

Customer Service Associate - Retail / Range

Customer Success Specialist

Vietnamese-English Bilingual Healthcare Customer Service Representative - Remote in California

Russian-English Bilingual Healthcare Customer Service Representative - Remote in California

Licensed Insurance Agent

Health Insurance Agent

Franchise Sales Representative

Vivint Sales Representative

Licensed Life Insurance Agent – San Diego (Leads Provided)

Entry Level Sales Representative

Insurance Agent

Insurance Agent

Outside Sales Representative

CNO Financial Advisor - Hybrid Remote (CA)

Customer Service Representative

I want to receive the latest job alert for financial representative in ramona, ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected