Top 52 Financial advisor Jobs in San Bernardino, Ca

Financial Aid Advisor
Loma Linda University Health —Loma Linda, CA
- $71,760.00 - $91,603.20 a year
- Full-time
- Computer literacy
- Writing skills
- Basic math
Junior Financial Advisor in training
Zapata Private Wealth Group —Upland, CA
- $3,000 - $5,000 a month
- Full-time
- No experience needed
- Office
- Finance
- 401(k)
- Employee discount
Quick Apply
Financial Aid Advisor
West Coast University, Inc. —Ontario, CA
- $28.53 - $38.51 an hour
- Full-time
- University
- Bachelor's degree
- 1 year
- Flexible spending account
6d
PWM Private Wealth Advisor
U.S. Bank National Association —Rancho Cucamonga, CA
- $149,515 - $175,900 a year
- Full-time
- Writing skills
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Director of Trading
Falcon Wealth Planning, Inc. —Ontario, CA
- $150,000 - $160,000 a year
- Full-time
- 7 years
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
CNO Financial Advisor - Hybrid Remote (CA)
CNO Financial Group, Inc. —Corona, CA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Director of Advisory Services
Falcon Wealth Planning, Inc. —Ontario, CA
- $125,000 - $150,000 a year
- Full-time
- 7 years
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Financial Professional with Management Opportunity
New York Life Insurance Company —Riverside, CA
- $51,000.00 - $156,603.44 a year
- Full-time
- Mid-level
- Business development
- US work authorization
- AD&D insurance
- Disability insurance
Quick Apply
21h
Financial Advisor
Edward Jones —Rancho Cucamonga, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Aid Advisor
Marsha Fuerst School of Nursing —Riverside, CA
- $22 - $26 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Paid holidays
- Health insurance
Quick Apply
8d
Retirement Plan Consultant II - Riverside County
Corebridge —Riverside, CA
- Email
- Spanish
- English
- Mid-level
- Wellness program
- Health insurance
Financial and Investment Assistant
AMPS Corp —Rancho Cucamonga, CA
- $6,000 - $10,000 a month
- Full-time
- Research
- Mid-level
- Office
Quick Apply
8d
Financial Advisor - Training Provided
True Path Financial —Riverside, CA
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Solutions Advisor - Northern Inland Empire Area
Bank of America —Corona, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Registered Client Service Associate
Morgan Stanley —Riverside, CA
- $33,280 - $85,000 a year
- Writing skills
- Mid-level
- Office
Director of Complex Assets (Legacy)
Pomona College —Claremont, CA
- $175,000 - $195,000 a year
- Overtime
- Microsoft Excel
- Microsoft Outlook
- CPA
Trust and Estate Coordinator (Wealth Coordinator)
Golden Oaks Law Group, LLP —Upland, CA
- $25 - $35 an hour
- Full-time
- Writing skills
- Mid-level
- Bachelor's degree
Quick Apply
10d
Wealth Management Assistant
Trilogy Financial —Corona, CA
- $27 an hour
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid holidays
Quick Apply
1d
Insurance and Financial Services Position - State Farm Team Member
Joshua Marsh - State Farm Agent —Upland, CA
- $20 - $25 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid time off
- Opportunities for advancement
Quick Apply
Financial Services Representative - State Farm Agent Team Member
Kristi Kim - State Farm Agent —Chino Hills, CA
- $50,000 - $60,000 a year
- Full-time
- Mid-level
- 3 years
- Analysis skills
- Health insurance
- Paid time off
Quick Apply
13d

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financial advisor jobs near san bernardino, ca

Financial Aid Advisor

Loma Linda University Health -
Loma Linda, CA

Apply Now

Job Details

Full-time
$71,760.00 - $91,603.20 a year

Qualifications

Computer operation
Phone communication
Writing skills
Basic math
Employee relationship building
English
Parent communication
Accounting
Data interpretation
Accounting and finance experience
Document quality checks
Editing
Client interaction via phone calls

Full Job Description

Job Summary: This position determines eligibility and administers all phases of the financial aid process to include all federal, private, campus based, and non-campus based financial aid programs for the students. Counsels current and prospective students and/or parents regarding student's individual aid eligibility while maintaining confidentiality of protected information. Works collaboratively with various University departments and staff to ensure accurate financial aid related data is provided to students. Performs other duties as needed.

Education and Experience: Bachelor's degree required. Equivalent experience in higher education involving duties, responsibilities, and qualifications similar to those described in this document may be accepted in lieu of a Bachelor's degree. Minimum of two years finance or accounting related experience required. Financial aid experience preferred.

Knowledge and Skills: Computer data input and 10-key calculator. Able to write legibly; speak and read in English with professional quality; use computer, printer, and software programs necessary to the position; trouble shoot and operate basic office equipment necessary to the position. Essential Interpersonal Skills: Work with team to accomplish specific goals. Able to communicate in English by phone, in writing, and in-person with students and/or parents with professionalism, ease, and confidentiality. Able to convince others to cooperate/follow a course of action. Able to relate positively, effectively and professionally with others; work calmly and respond courteously when under pressure. Able to accept direction. Essential Mental Abilities: Able to think quickly and understand basic mathematics and accounting principles and apply them to manipulate and analyze data. Able to interpret data, judge and act on analysis of data, develop and follow-up on plans, analyze and solve specific problems. Able to follow complex instructions and work independently without direct supervision. Able to communicate clearly in English, in person, in writing, and on the telephone. Able to proofread documents for content and accuracy. Able to interact positively with other staff members by maintaining a team player attitude. Essential Sensory Abilities: Able to communicate on the phone while working in a congested and noisy environment. Able to hear sufficiently for general conversation in person and on the telephone. Able to see adequately to read computer screens and written documents necessary to the position.

Licensures and Certifications: None.

Apply Now

Refine Your Search

financial advisor jobs in san bernardino, ca

Financial Aid Advisor

Junior Financial Advisor in training

Financial Aid Advisor

PWM Private Wealth Advisor

Director of Trading

CNO Financial Advisor - Hybrid Remote (CA)

Director of Advisory Services

Financial Professional with Management Opportunity

Financial Advisor

Financial Aid Advisor

Retirement Plan Consultant II - Riverside County

Financial and Investment Assistant

Financial Advisor - Training Provided

Financial Solutions Advisor - Northern Inland Empire Area

Registered Client Service Associate

Director of Complex Assets (Legacy)

Trust and Estate Coordinator (Wealth Coordinator)

Wealth Management Assistant

Insurance and Financial Services Position - State Farm Team Member

Financial Services Representative - State Farm Agent Team Member

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