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Senior Financial Analyst The Senior Financial Analyst will work closely with Finance and Manufacturing management and other key leadership in the organization. ...
Prudential Insurance Company of America - San Diego, CA US
Financial Service Associates assist clients with a range of insurance and investment needs. Our team members participate in a comprehensive development program, ...
Prudential Insurance Company of America - San Diego, CA US
Financial Service Associates assist clients with a range of insurance and investment needs. Our team members participate in a comprehensive development program, ...
MIDLEVEL ADVISORS The primary focus of our MidLevel Advisors center their goals around setting appointments for themselves and Senior Advisors. A large portion ...
OptumRx is part of the family of companies that make UnitedHealth Group one of the leaders across most major segments of the US health care system.If youre ...
The primary responsibilities of this position will be to assist the Business Unit FPA Manager with the financial planning, analysis and reporting requirements ...
FIRST COMMAND FINANCIAL SERVICES - San Diego, CA US
Our history of serving the financial planning needs of American families begins in the early 1950s, when United States Air Force Lt. Col. Carroll Payne had ...
Job Description Available Openings:Job Title: Experienced Employee Financial Advisor Job ID:83515 Location:San Diego, CA Business Unit:The Personal Advisors ...
Title: Financial Advisor Location: CACASan Diego Other Locations: Contacts and profiles customer/prospects to determine financial goals, objectives, and current ...
Business Title:Manager/Senior Manager, Federal Tax Requisition Number:30183 Function:Tax Services Area of Interest:Federal Tax State:California City:San Diego ...
Posting Description Duties: To assist members with meeting their financial goals through collecting and analyzing information regarding their financial circumstances, counseling and recommending of appropriate investments. This includes packaged products such as managed fee-based programs, mutual funds, variable annuities, as well as individual securities. Registration is required by NFFG or incumbent broker/dealer, and life & health insurance products while appointed Navy Federal Financial Group, Insurance Agency or incumbent insurance agency.
Target Qualifications:
Extensive experience within the financial services industry in a position with extensive customer interaction with proven success in accurately assessing customers' financial needs, in determining appropriate investment and other financial opportunities for customers, and in recommending products and services; FINRA Series 6 or 7, and NASAA Series 65 or 66 (and NASAA Series 63 in states where required)registration and Life & Health Insurance License or ability to obtain within 120 days of employment; Extensive knowledge and understanding of industry related laws and government regulations; Thorough understanding of economic and accounting principles and practices, financial markets, banking and analysis and reporting of financial data; Demonstrated proficiency in two or more of the following areas: Share Certificates, Individual Retirement Accounts, Lending & Credit Insurance, Mortgages, Checking, ATM, Savings and other financial institution products; Strong interpersonal, verbal and written communications skills; Strong analytical, decision-making, problem-solving and organization skills; Appointment by the sponsoring insurance company; Appointment by the sponsoring broker-dealer; Working knowledge of investment and insurance products; Experience in business development to include market strategy, product demonstration and promoting products and services; Proficiency in the use of PCs and spreadsheet, database, word processing applications, and financial analysis software tools.
Desired Qualifications:
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience; Knowledge of Navy Federal/NFFG organization, programs, policies and procedures; Ability and willingness to pursue CFP, ChFC, or CLU designation after one year of successful employment. Equal Employment Opportunity Navy Federal Credit Union values, celebrates and enacts diversity in the workplace. EOE/AA/M/F/V/D
