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As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.</p> <p class="p2"> </p> <p class="p1"><strong>Responsibilities</strong>:</p> <ul class="ul1"> <li class="li1">Develop and maintain knowledge of the evolving products and services</li> <li class="li1">Provide information about the products and services</li> <li class="li1">Advise and educate clients on financial decisions to find the best solutions for their needs</li> <li class="li1">Advise clients how to prepare financially in the event of illness, aging and death</li> <li class="li1">Prepare and conduct presentations recommending various financial solutions</li> <li class="li1">Network and build relationships with new and existing clients</li> </ul> <p class="p1"><strong>Preferred Qualifications/skills:</strong></p> <ul class="ul1"> <li class="li1">Previous experience in finance, customer service, business, or related fields is not required, but is a plus</li> <li class="li1">Strong analytical and critical thinking skills</li> <li class="li1">Excellent written and verbal communication skills</li> <li class="li1">Interpersonal communication skills</li> <li class="li1">Organizational skills, ability to prioritize</li> <li class="li1">Ability to build rapport with clients</li> <li class="li1">High professional standards and integrity</li> <li class="li1">Self-motivated, self-starter</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Benefits</strong></p> <ul class="ul1"> <li class="li1">Variety of bonuses</li> <li class="li1">Trips for qualifiers</li> <li class="li1">Leadership development</li> <li class="li1">Monthly/annual awards and recognition</li> <li class="li1">Partnership with companies of premier financial strength and integrity</li> <li class="li1">Access to state-of-the-art financial analysis software</li> <li class="li1">Flexibility in scheduling to accommodate career and personal needs</li> <li class="li1">World-class compensation (performance based)</li> <li class="li1">Trails, residuals and renewal income</li> </ul> <p class="p2"> </p> <p class="p1"><strong>About the company</strong></p> <p class="p1">We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada.</p> <p class="p1">We have top-tier company culture where you can grow and have access to exceptional training. 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As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs. 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Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada. We have top-tier company culture where you can grow and have access to exceptional training. All our associates have a dedication towards serving clients, professionalism, and strong work ethic. Commission (No limitation to earnings)"/> <script type="application/ld+json"> { "@context": "http://schema.org", "@type": "JobPosting", "url": "https://www.proven.com/jobs/view/45395?ref=56538", "title": "Entry Level Financial Associate", "description": "<p class="p1">We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.</p> <p class="p2"> </p> <p class="p1"><strong>Responsibilities</strong>:</p> <ul class="ul1"> <li class="li1">Develop and maintain knowledge of the evolving products and services</li> <li class="li1">Provide information about the products and services</li> <li class="li1">Advise and educate clients on financial decisions to find the best solutions for their needs</li> <li class="li1">Advise clients how to prepare financially in the event of illness, aging and death</li> <li class="li1">Prepare and conduct presentations recommending various financial solutions</li> <li class="li1">Network and build relationships with new and existing clients</li> </ul> <p class="p1"><strong>Preferred Qualifications/skills:</strong></p> <ul class="ul1"> <li class="li1">Previous experience in finance, customer service, business, or related fields is not required, but is a plus</li> <li class="li1">Strong analytical and critical thinking skills</li> <li class="li1">Excellent written and verbal communication skills</li> <li class="li1">Interpersonal communication skills</li> <li class="li1">Organizational skills, ability to prioritize</li> <li class="li1">Ability to build rapport with clients</li> <li class="li1">High professional standards and integrity</li> <li class="li1">Self-motivated, self-starter</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Benefits</strong></p> <ul class="ul1"> <li class="li1">Variety of bonuses</li> <li class="li1">Trips for qualifiers</li> <li class="li1">Leadership development</li> <li class="li1">Monthly/annual awards and recognition</li> <li class="li1">Partnership with companies of premier financial strength and integrity</li> <li class="li1">Access to state-of-the-art financial analysis software</li> <li class="li1">Flexibility in scheduling to accommodate career and personal needs</li> <li class="li1">World-class compensation (performance based)</li> <li class="li1">Trails, residuals and renewal income</li> </ul> <p class="p2"> </p> <p class="p1"><strong>About the company</strong></p> <p class="p1">We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. 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} else { window.location.href = window.location.href + "?success=1"; } } } </script> <style> #employer-edit.affix { position: fixed; top: 0; width: 100%; z-index:10; } </style> <div id="join_popup" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="join_popupLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="login_popup" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="login_popupLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="loginModal" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="loginModalLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="submissionModal" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="submissionModalLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="proven-view-job"> <span class="hide" id="jobid">45395</span> <span class="hide" id="referencenumber">56538</span> <div class="container"> <div class="row"> <div class="col-md-10 col-md-offset-1 col-sm-12 col-sm-offset-0"> <div id="proven-candidate-home-page" class="hidden-xs" style="background: #fff;"> <div class="search-jobs" style="padding-top: 0px;"> <div class="row"> <div class="col-xs-12 col-sm-10 col-sm-offset-1 col-md-10 col-md-offset-1"> <div class="row search-row"> <div class="col-sm-5 search-field"> <input type="text" name="data[Search][search_text]" value="" id="search_text" placeholder="Job Title, Keywords, or Company" /> </div> <div class="col-sm-5 search-field"> <input type="text" value="" id="search-location" placeholder="City, State or Zip" /> </div> <div class="col-sm-2 search-field" style="height:50px;"> <a href="#" id="search-btn" class="btn btn-default" role="button" style="width:100%;">SEARCH</a> </div> </div> </div> </div> </div> </div> </div> </div> <div class="row"> <div class="col-md-10 col-md-offset-1 col-sm-12 col-sm-offset-0"> <div class="panel panel-default voffset3"> <div class="panel-body"> <div class="job-post-details"> <div class="row"> <div class="col-xs-3 col-sm-2"> <div class="company-logo"> <img src="/css/images/proven_logo.png" width="90" border="0" class="img-responsive center-block" /> </div> </div> <div class="col-xs-9 col-sm-10"> <h1>Entry Level Financial Associate</h1> <p class="small-bottom-border"> Virtue Independent Brokerage </p> <div class="date-location">May 22, 2019 - Inland Empire</div> <div class="voffset1"> <script type="text/javascript" src="https://s7.addthis.com/js/250/addthis_widget.js#pubid=seanfalconer"></script> </div> </div> </div> <hr /> <div class="row"> <div class="apply-form-link col-xs-12 col-sm-8 col-md-7 col-lg-8"> Apply via email:<br/><a class="red-link" href="mailto:jobs+45395-w@hireproven.com">jobs+45395-w@hireproven.com</a> </div> <div class="col-xs-12 col-sm-4 col-md-5 col-lg-4"> <script type="text/javascript"> var currentLink = null; 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Answer any specific questions included in the job advertisement." cols="30" rows="6"></textarea></div> </div> <div class="row"> <div class="col-xs-12 col-sm-6 col-md-7"> <div class="checkbox"> <label> <input type="checkbox" checked id="tos" name="data[Worker][agreed_to_terms]" tabindex="70" /> <div class="gray-text"> I agree to the <a title="Terms of Service" target="_new" href="/pages/termsWorkers">Terms of Service</a><br /><span class="tos-date">(Updated 2012-11-06)</span> </div> </label> </div> </div> <div class="col-xs-12 col-sm-6 col-md-5"> <div class="apply-button"> <a href="#" id="submit-btn" data-loading-text="Uploading..." class="light-green-btn" role="button" title="Submit Application" style="width:100%;">SUBMIT APPLICATION</a> </div> </div> </div> </form> </div> </div> </div> </div> <div id="apply-form-location"> </div> <hr /> </div> <div class="job-post-details"> <div id="job-description"> <p class="p1">We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.</p> <p class="p2"> </p> <p class="p1"><strong>Responsibilities</strong>:</p> <ul class="ul1"> <li class="li1">Develop and maintain knowledge of the evolving products and services</li> <li class="li1">Provide information about the products and services</li> <li class="li1">Advise and educate clients on financial decisions to find the best solutions for their needs</li> <li class="li1">Advise clients how to prepare financially in the event of illness, aging and death</li> <li class="li1">Prepare and conduct presentations recommending various financial solutions</li> <li class="li1">Network and build relationships with new and existing clients</li> </ul> <p class="p1"><strong>Preferred Qualifications/skills:</strong></p> <ul class="ul1"> <li class="li1">Previous experience in finance, customer service, business, or related fields is not required, but is a plus</li> <li class="li1">Strong analytical and critical thinking skills</li> <li class="li1">Excellent written and verbal communication skills</li> <li class="li1">Interpersonal communication skills</li> <li class="li1">Organizational skills, ability to prioritize</li> <li class="li1">Ability to build rapport with clients</li> <li class="li1">High professional standards and integrity</li> <li class="li1">Self-motivated, self-starter</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Benefits</strong></p> <ul class="ul1"> <li class="li1">Variety of bonuses</li> <li class="li1">Trips for qualifiers</li> <li class="li1">Leadership development</li> <li class="li1">Monthly/annual awards and recognition</li> <li class="li1">Partnership with companies of premier financial strength and integrity</li> <li class="li1">Access to state-of-the-art financial analysis software</li> <li class="li1">Flexibility in scheduling to accommodate career and personal needs</li> <li class="li1">World-class compensation (performance based)</li> <li class="li1">Trails, residuals and renewal income</li> </ul> <p class="p2"> </p> <p class="p1"><strong>About the company</strong></p> <p class="p1">We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada.</p> <p class="p1">We have top-tier company culture where you can grow and have access to exceptional training. All our associates have a dedication towards serving clients, professionalism, and strong work ethic.</p> <p class="p2"> </p> <p class="p1"><strong>Commission (No limitation to earnings)</strong></p> </div> </div> <p class="voffset4"><strong>Other jobs you may like</strong></p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=75a5c9e1fa4c73edd04cd1eb1&ri=9be51101495049ea83c0ece7aaadcb92&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253AIBMtUtCSYBbDwlnp%253AHt%252BadsY7gNQ4UO%252BrctNbjQ%253D%253D%253AwDxpz5KX18%252FlkOzyqMLN%252FJ2k8Zm0r3ktsTV0k3LIoj08MCvcHDD9aFPb2qxuvmBBmqXHHeokk0zblZdVdbWGnRfEPnAMLKD3WCO%252FMIU0SA7zv77eAWbQgzRW&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30136541925/" class="blue-link" target="_blank">Data Entry Specialist</a></p> <p class="similar-job-company">Insightful Business Services - <span class="text-muted">Temecula, CA</span></p> <p class="text-muted similar-job-date"> 3 days ago </p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=4a1fc45e8d9c73ee2bec0a1c1&ri=9be51101495049ea83c0ece7aaadcb92&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253ADnOEYNhgE8Tyw6x3%253ATS%252BhHoJ%252BblcY0w2T0EsJFg%253D%253D%253AlG9m8gK501WB5J6jYsgQDw5uD294KnHxAVVtoDl3s9ENwDAq3P6ZOjeuaBoAGfaN61i7UReLMCg%252FGKKDZPIM4mUirnUndfh8HomgHi%252BC0hT8caDRZzwtQWZfqL8Hy%252FMjbbe0&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-21468957780/" class="blue-link" target="_blank">Call Center Rep Work From Home</a></p> <p class="similar-job-company">Hire Standard Staffing - 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In this role, you'll be responsible for entering client information into our electronic storage system, updating existing entries, and organizing hard copies of information appropriately.</p><p>To ensure success as a data entry specialist, you should display impeccable organizational skills and experience working with a variety of databases. Ultimately, a top-notch data entry specialist should have a razor-sharp eye for detail and excellent knowledge of data management.</p><p><br></p><p>Data Entry Specialist Responsibilities:</p><ul><li>Collecting and digitizing data such as invoices, canceled bills, client information, and financial statements.</li><li>Maintaining a detailed and organized storage system to ensure data entries are complete and accurate.</li><li>Keeping a record of hard copy data such as invoices, inventory checklists, and other financial documents.</li><li>Establishing data entry standards by continually updating filing systems to improve data quality.</li><li>Addressing data inconsistencies by working with administrative staff to locate missing data.</li><li>Attending to data queries and reporting any major data errors to management.</li><li>Adhering to best data management practices and maintaining a high standard of accuracy and efficiency.</li></ul><p>Data Entry Specialist Requirements:</p><ul><li>A high school diploma or GED.</li><li>At least 1 year of experience working as a data entry specialist.</li><li>Excellent knowledge of data entry software, such as Ninox, Kintone, and OmPrompt Order Management.</li><li>Exceptional organizational skills, a keen eye for detail, and the ability to spot errors with accuracy and efficiency.</li><li>Good communication skills and the ability to collaborate with staff members.</li><li>Solid time management skills and the ability to prioritize tasks.</li><li>Excellent typing skills and experience working with Windows, Microsoft Office, and Google Suite.</li></ul><p></p>', 'post_date' => '2024-04-22T20:15:44Z' ) ), (int) 1 => array( 'Employer' => array( 'company_name' => 'Hire Standard Staffing' ), 'UtZipcode' => array( 'city' => 'Temecula', 'state_prefix' => 'CA' ), 'User' => array( 'unique_name' => '' ), 'EmployersJob' => array( 'anonymous_post' => (int) 0, 'open' => (int) 1, 'url' => 'https://www.jobs2careers.com/click.php?jid=4a1fc45e8d9c73ee2bec0a1c1&ri=9be51101495049ea83c0ece7aaadcb92&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253ADnOEYNhgE8Tyw6x3%253ATS%252BhHoJ%252BblcY0w2T0EsJFg%253D%253D%253AlG9m8gK501WB5J6jYsgQDw5uD294KnHxAVVtoDl3s9ENwDAq3P6ZOjeuaBoAGfaN61i7UReLMCg%252FGKKDZPIM4mUirnUndfh8HomgHi%252BC0hT8caDRZzwtQWZfqL8Hy%252FMjbbe0&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-21468957780/', 'title' => 'Call Center Rep Work From Home', 'description' => '<h2>Call Center Rep Work From Home</h2><p>American Income Life (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best products and services available. This is an opportunity to get a foot in the door with a company unlike any other, with career mobility to mid and upper level management. A Benefit Representative helps families establish what company programs are the best fit for them. All of this is done while working from home over the phone and using tools like zoom video chats. This is a virtual position, and depending on your location there may be local offices open if you want to go in.</p><div></div><div class="de elHeadlineWrapper ui-droppable de-editable" id="headline-95222-108" data-de-type="headline" data-de-editing="false" data-title="Paragraph" data-ce="true" data-trigger="none" data-animate="fade" data-delay="500" aria-disabled="false"><div class="ne elHeadline hsSize1 lh5 elMargin0 elBGStyle0 hsTextShadow0" data-bold="inherit" data-gramm="false" contenteditable="false"><div>Why work for them? 1 word... CULTURE. I'm talking Instagram giveaways, Zoom happy hours, outrageous and funny virtual promotions and awards ceremonies. In fact it got them recognized as Forbes ranked "Top 25 happiest places to work". Apply today and see what they're all about.</div></div></div><div class="de elHeadlineWrapper ui-droppable de-editable" id="headline-97727-132" data-de-type="headline" data-de-editing="false" data-title="headline" data-ce="true" data-trigger="none" data-animate="fade" data-delay="500" aria-disabled="false"><div class="ne elHeadline lh3 elMargin0 elBGStyle0 hsTextShadow0 elFont_raleway hsSize37" data-bold="inherit" contenteditable="false"><b>Responsibilities:</b></div></div><div class="de elBullet elMargin0 ui-droppable de-editable" id="tmp_list-93559-149" data-de-type="list" data-de-editing="false" data-title="icon bullet list" data-ce="true" data-trigger="none" data-animate="fade" data-delay="500" data-gramm="false" aria-disabled="false"><ul class="ne elBulletList elBulletListNew elBulletList2 listBorder0" data-bold="inherit" data-gramm="false" contenteditable="false"><li><i contenteditable="false" class="fa fa-fw fa-check"></i>Develop customer success metrics and execute account strategies</li><li><i contenteditable="false" class="fa fa-fw fa-check"></i>_Build trust with customer accounts through open and interactive communication</li><li><i contenteditable="false" class="fa fa-fw fa-check"></i>_Schedule and attend virtual meetings using Zoom and other platforms</li><li><i contenteditable="false" class="fa fa-fw fa-check"></i>_Monitor, identify and mitigate account-level risks and up-sell opportunities, align product and customer roadmaps, and deliver customer renewals</li><li><i contenteditable="false" class="fa fa-fw fa-check"></i>_Present to families different benefits programs, enroll new clients, and open new accounts.</li><li><i contenteditable="false" class="fa fa-fw fa-check"></i>_Oversee and prioritize each customer in your portfolio</li></ul></div><div class="de elHeadlineWrapper ui-droppable de-editable" id="headline-16498-104" data-de-type="headline" data-de-editing="false" data-title="headline" data-ce="true" data-trigger="none" data-animate="fade" data-delay="500" aria-disabled="false"><div class="ne elHeadline lh3 elMargin0 elBGStyle0 hsTextShadow0 elFont_raleway hsSize37" data-bold="inherit" contenteditable="false"><b>Qualifications:</b></div></div><div class="de elBullet elMargin0 ui-droppable de-editable" id="list-64705-166" data-de-type="list" data-de-editing="false" data-title="icon bullet list" data-ce="true" data-trigger="none" data-animate="fade" data-delay="500" data-gramm="false" aria-disabled="false"><ul class="ne elBulletList elBulletListNew elBulletList2 listBorder0" data-bold="inherit" data-gramm="false" contenteditable="false"><li><i contenteditable="false" class="fa fa-fw fa-check"></i>Must have a passion for helping others</li><li><i class="fa fa-fw fa-check"></i>_** MUST BE A US OR CANADIAN CITIZEN **</li><li><i contenteditable="false" class="fa fa-fw fa-check"></i>Proven ability to work as a productive team member</li><li><i contenteditable="false" class="fa fa-fw fa-check"></i>_Excellent communication and interpersonal skills</li><li><i contenteditable="false" class="fa fa-fw fa-check"></i>_Self-motivated team player, proficient in multi-tasking</li><li><i contenteditable="false" class="fa fa-fw fa-check"></i>Proficient with computers and Zoom preferred but not required</li><li><i contenteditable="false" class="fa fa-fw fa-check"></i>_Ability to form and grow solid relationships with your client accounts</li></ul></div><div class="de elHeadlineWrapper ui-droppable de-editable" id="tmp_paragraph-58736-134" data-de-type="headline" data-de-editing="false" data-title="Paragraph" data-ce="true" data-trigger="none" data-animate="fade" data-delay="500" aria-disabled="false"><div class="ne elHeadline hsSize1 lh5 elMargin0 elBGStyle0 hsTextShadow0" data-bold="inherit" data-gramm="false" contenteditable="false">Managers are actively reviewing all incoming applications. Please apply with a most recent version of your resume (if you have one) and be on the lookout for text, phone call, or email from one of our hiring managers.</div></div>', 'post_date' => '2024-04-25T17:22:25Z' ) ), (int) 2 => array( 'Employer' => array( 'company_name' => 'Yos Technologies Private Limited' ), 'UtZipcode' => array( 'city' => 'Temecula', 'state_prefix' => 'CA' ), 'User' => array( 'unique_name' => '' ), 'EmployersJob' => array( 'anonymous_post' => (int) 0, 'open' => (int) 1, 'url' => 'https://www.jobs2careers.com/click.php?jid=75406fe6782c73edde16b1931&ri=9be51101495049ea83c0ece7aaadcb92&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253Ak8AC5qrtNDCnOa5d%253A9zEKFC8oEaH3wAdjHeHYTQ%253D%253D%253AQwoLyc8CWoHtyiWXlldszOZKMmmZyLDlICWEl3s7Ew6O6hXj%252Fo3VpCqWeCSjHnSEyb1bXenqLPRBWtid%252BZv8EXZp%252FMZrPNVRacN3jOdsUsZINrsG0NNUCvXxJmoeQvh7VQBu&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30234706653/', 'title' => 'Virtual Office Assistant', 'description' => '<p><strong>Job Description:</strong></p><p><br></p><p>We are looking for a dedicated and resourceful Virtual Office Assistant to support our remote team and ensure the efficient functioning of our virtual office. The successful candidate will be responsible for handling various administrative tasks, providing virtual support to team members, and maintaining effective communication channels in a remote work environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><p>- Manage virtual calendars, schedule appointments, and coordinate virtual meetings</p><p>- Handle virtual correspondence via email, chat, and other communication tools</p><p>- Organize and maintain virtual files and documents</p><p>- Assist in preparing virtual presentations and reports</p><p>- Provide virtual administrative support to team members as needed</p><p>- Help facilitate virtual team-building activities and events</p><p>- Ensure smooth virtual operations and address any technical issues that may arise</p><p><br></p><p><br></p><p><strong>Qualifications:</strong></p><p><br></p><p>- Proven experience as a virtual assistant or in a similar role</p><p>- Proficiency in virtual communication tools and software</p><p>- Strong organizational and multitasking skills</p><p>- Excellent written and verbal communication skills</p><p>- Ability to work independently and efficiently in a remote setting</p><p>- Attention to detail and problem-solving abilities</p><p>- Flexibility and adaptability to changing virtual work requirements</p><p><br></p><p><strong>Benefits:</strong></p><p><br></p><p>- Competitive compensation package</p><p>- Flexible work hours and remote work environment</p><p>- Opportunities for professional development and training</p><p>- Supportive virtual team culture and collaboration</p><p>- Work-life balance and autonomy in managing virtual tasks</p><p><br></p><p><br></p>', 'post_date' => '2024-04-22T20:15:51Z' ) ), (int) 3 => array( 'Employer' => array( 'company_name' => 'Ultimate Staffing' ), 'UtZipcode' => array( 'city' => 'Temecula', 'state_prefix' => 'CA' ), 'User' => array( 'unique_name' => '' ), 'EmployersJob' => array( 'anonymous_post' => (int) 0, 'open' => (int) 1, 'url' => 'https://www.jobs2careers.com/click.php?jid=7599b1cf02cc73edd38b53041&ri=9be51101495049ea83c0ece7aaadcb92&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253Al6KmqsfUSAXAOliQ%253AQAAMHfHZmAOhzhPCyOXfjw%253D%253D%253AEBs6JM%252Fe2QBIIvDvm8wDOEr9N3t%252FfBSs1xCQS8Xi8sO5%252F4YIeDo6yQ1qW5TfFIerL9XY0hjp2Z4oxdjqRnNFbUQrTsgmjDjtaR5vZKhPLQhukDc1QPejZ%252BvyamSlrouaQqj86yzLH5ZBMNmw&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30190839116/', 'title' => 'Clerk', 'description' => '<p>Job Overview:<br><br>We are seeking a highly motivated and detail-oriented individual to join our team as a Clerk with Reconciliations and Accounting experience in Pasadena, CA. The ideal candidate will have a strong background in reconciling financial records, handling accounting tasks, and ensuring the accuracy of financial transactions. This position requires a keen eye for detail, excellent organizational skills, and the ability to work collaboratively in a fast-paced environment. Proficiency in computers, especially advanced Excel, is a crucial requirement for this role.<br><br>Responsibilities:<br><br>Reconciliation:<br><br>Conduct daily, monthly, and yearly reconciliations of financial records to ensure accuracy.<br>Investigate and resolve any discrepancies in a timely manner.<br>Collaborate with various departments to obtain necessary information for reconciliations.<br>Accounting Support:<br><br>Assist in the preparation and maintenance of financial reports.<br>Handle routine accounting tasks, including data entry, coding, and filing.<br>Utilize advanced Excel functions for data analysis and reporting.<br>Work closely with the accounting team to support month-end and year-end closing processes.<br>Documentation and Record Keeping:<br><br>Maintain organized and accurate financial records.<br>Ensure compliance with company policies and relevant accounting standards.<br>Prepare and update documentation related to reconciliation procedures.<br>Communication:<br><br>Communicate effectively with internal teams and external parties to gather necessary information for reconciliation processes.<br>Provide clear and concise updates on reconciliation status to supervisors and team members.<br>Process Improvement:<br><br>Identify opportunities for process improvements and efficiency enhancements in reconciliation and accounting procedures.<br>Implement best practices to streamline workflows and enhance accuracy.<br>Qualifications:<br><br>Education:<br><br>Bachelor's degree in Accounting, Finance, or a related field preferred.<br>Experience:<br><br>Proven experience in reconciliations and accounting roles.<br>Familiarity with accounting software and financial systems.<br>Skills:<br><br>Strong attention to detail and accuracy.<br>Excellent organizational and time-management skills.<br>Effective communication and interpersonal skills.<br>Proficient in computers, especially advanced Excel.<br>Team Player:<br><br>Ability to collaborate with cross-functional teams and work effectively in a collaborative environment.<br>Adaptability:<br><br>Ability to adapt to changing priorities and handle multiple tasks simultaneously.<br>If you are a dedicated individual with a passion for accuracy in financial records, possess the required skills and qualifications, and are proficient in advanced Excel functions, we invite you to apply for this exciting opportunity to contribute to our growing organization.<br><br>Please email your resume to May Mullen at <br></p><strong>Desired Skills and Experience<br><br></strong>Job Overview:<br><br>We are seeking a highly motivated and detail-oriented individual to join our team as a Clerk with Reconciliations and Accounting experience in Pasadena, CA. The ideal candidate will have a strong background in reconciling financial records, handling accounting tasks, and ensuring the accuracy of financial transactions. This position requires a keen eye for detail, excellent organizational skills, and the ability to work collaboratively in a fast-paced environment. Proficiency in computers, especially advanced Excel, is a crucial requirement for this role.<br><br>Responsibilities:<br><br>Reconciliation:<br><br>Conduct daily, monthly, and yearly reconciliations of financial records to ensure accuracy.<br>Investigate and resolve any discrepancies in a timely manner.<br>Collaborate with various departments to obtain necessary information for reconciliations.<br>Accounting Support:<br><br>Assist in the preparation and maintenance of financial reports.<br>Handle routine accounting tasks, including data entry, coding, and filing.<br>Utilize advanced Excel functions for data analysis and reporting.<br>Work closely with the accounting team to support month-end and year-end closing processes.<br>Documentation and Record Keeping:<br><br>Maintain organized and accurate financial records.<br>Ensure compliance with company policies and relevant accounting standards.<br>Prepare and update documentation related to reconciliation procedures.<br>Communication:<br><br>Communicate effectively with internal teams and external parties to gather necessary information for reconciliation processes.<br>Provide clear and concise updates on reconciliation status to supervisors and team members.<br>Process Improvement:<br><br>Identify opportunities for process improvements and efficiency enhancements in reconciliation and accounting procedures.<br>Implement best practices to streamline workflows and enhance accuracy.<br>Qualifications:<br><br>Education:<br><br>Bachelor's degree in Accounting, Finance, or a related field preferred.<br>Experience:<br><br>Proven experience in reconciliations and accounting roles.<br>Familiarity with accounting software and financial systems.<br>Skills:<br><br>Strong attention to detail and accuracy.<br>Excellent organizational and time-management skills.<br>Effective communication and interpersonal skills.<br>Proficient in computers, especially advanced Excel.<br>Team Player:<br><br>Ability to collaborate with cross-functional teams and work effectively in a collaborative environment.<br>Adaptability:<br><br>Ability to adapt to changing priorities and handle multiple tasks simultaneously.<br>If you are a dedicated individual with a passion for accuracy in financial records, possess the required skills and qualifications, and are proficient in advanced Excel functions, we invite you to apply for this exciting opportunity to contribute to our growing organization.<br><br>Please email your resume to May Mullen at ...@ultimatestaffing.com<br><br><p><em>All qualified applicants will receive consideration for employment without regard to</em> <em>race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status.</em> <em>We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.</em></p>', 'post_date' => '2024-04-18T15:25:19Z' ) ), (int) 4 => array( 'Employer' => array( 'company_name' => 'Confidential' ), 'UtZipcode' => array( 'city' => 'Temecula', 'state_prefix' => 'CA' ), 'User' => array( 'unique_name' => '' ), 'EmployersJob' => array( 'anonymous_post' => (int) 0, 'open' => (int) 1, 'url' => 'https://www.jobs2careers.com/click.php?jid=75a5f3e853ec73edd04f71711&ri=9be51101495049ea83c0ece7aaadcb92&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253AI4HYtMt3ZMwpaubJ%253AvJ8r08mT7I6Ep%252FdGy3rCJQ%253D%253D%253AHColvF3qPXT4B0esXfcfkmW7uimANC1XhvtWqvH9nJSiuEGM1Ir6Ah6z0ebN0bCehxi8h%252FUULxDkvAefAcbhxO6r5EAgmsADBXZB6tAXwLSxNCe6Tekrt9Eg4fVOd%252FxHJsZxWXc87ltbARBq&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30136583039/', 'title' => 'Administrative Assistant', 'description' => '<p><strong><u>Administrative Assistant - Leading Real Estate Firm - Onsite in West Los Angeles - $70-80K</u></strong></p><p><br></p><p>This is a once in a lifetime opportunity to join an incredible team and build a great career path. The Administrative Coordinator will be supporting an Operations Director, as well as their existing team with a variety of projects, as well as with heavy administrative responsibilities. The ideal candidate will have strong organizational skills and have the ability to communicate professionally with clients and leadership. This candidate should have experience in maintaining a database of client information and be able to recognize and solve any problems that may arise. In addition, you will be responsible for maintaining the executive's daily schedule and heavy calendaring.</p><p><br></p><p>This is an incredible opportunity to grow and build a career within a supportive and fun team!</p><p><br></p><p><em>Responsibilities</em></p><ul><li>Manage all incoming client calls and correspondence in a professional manner</li><li>Handle calendaring, scheduling, and meeting operations on a daily basis</li><li>Facilitate office operations and ensure the office is running smoothly from an office management perspective</li><li>Partner with the Director of Operations and other executives on a variety of ad-hoc projects</li><li>Update databases and workflows; maintain client accounts and troubleshoot systems</li></ul><p><br></p><p><em>Qualifications</em></p><ul><li>Bachelor's degree is preferred</li><li>1-3+ years in a professional services environment</li><li>Strong organizational, communication, and analytical skills</li><li>Detail oriented</li><li>Proficient in Microsoft Office suite</li></ul><p><br></p><p><em><u>Please submit a resume for consideration.</u></em></p>', 'post_date' => '2024-04-22T20:16:03Z' ) ) ) $title_for_layout = 'Entry Level Financial Associate at Virtue Independent Brokerage' $metatag_description = 'Entry Level Financial AssociateVirtue Independent Brokerage at Proven' $unique_name = 'virtue-independent-brokerage-temecula-ca' $reference_number = '56538' $mobile_image = '' $display_company_title = 'Jobs at Virtue Independent Brokerage' $employer = array( 'EmployersJob' => array( 'id' => '45395', 'employer_id' => '30703', 'ats_url' => '', 'url' => '', 'title' => 'Entry Level Financial Associate', 'craigslist_city' => 'inland empire', 'craigslist_sub_city' => '', 'craigslist_sub_sub_city' => '', 'craigslist_state' => 'California', 'open' => '1', 'post_date' => '2019-05-22 19:41:14', 'duration' => 'full time', 'anonymous_post' => '0', 'compensation' => '', 'zip' => '92590', 'description' => '<p class="p1">We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.</p> <p class="p2"> </p> <p class="p1"><strong>Responsibilities</strong>:</p> <ul class="ul1"> <li class="li1">Develop and maintain knowledge of the evolving products and services</li> <li class="li1">Provide information about the products and services</li> <li class="li1">Advise and educate clients on financial decisions to find the best solutions for their needs</li> <li class="li1">Advise clients how to prepare financially in the event of illness, aging and death</li> <li class="li1">Prepare and conduct presentations recommending various financial solutions</li> <li class="li1">Network and build relationships with new and existing clients</li> </ul> <p class="p1"><strong>Preferred Qualifications/skills:</strong></p> <ul class="ul1"> <li class="li1">Previous experience in finance, customer service, business, or related fields is not required, but is a plus</li> <li class="li1">Strong analytical and critical thinking skills</li> <li class="li1">Excellent written and verbal communication skills</li> <li class="li1">Interpersonal communication skills</li> <li class="li1">Organizational skills, ability to prioritize</li> <li class="li1">Ability to build rapport with clients</li> <li class="li1">High professional standards and integrity</li> <li class="li1">Self-motivated, self-starter</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Benefits</strong></p> <ul class="ul1"> <li class="li1">Variety of bonuses</li> <li class="li1">Trips for qualifiers</li> <li class="li1">Leadership development</li> <li class="li1">Monthly/annual awards and recognition</li> <li class="li1">Partnership with companies of premier financial strength and integrity</li> <li class="li1">Access to state-of-the-art financial analysis software</li> <li class="li1">Flexibility in scheduling to accommodate career and personal needs</li> <li class="li1">World-class compensation (performance based)</li> <li class="li1">Trails, residuals and renewal income</li> </ul> <p class="p2"> </p> <p class="p1"><strong>About the company</strong></p> <p class="p1">We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada.</p> <p class="p1">We have top-tier company culture where you can grow and have access to exceptional training. All our associates have a dedication towards serving clients, professionalism, and strong work ethic.</p> <p class="p2"> </p> <p class="p1"><strong>Commission (No limitation to earnings)</strong></p>', 'unique_name' => '', 'created_date' => '2019-03-28 20:26:32' ), 'Employer' => array( 'lat' => '33.48389816', 'lon' => '-117.22599792', 'id' => '30703', 'company_name' => 'Virtue Independent Brokerage', 'company_logo' => '', 'simple_posting_process' => '1', 'user_id' => '717342', 'zipcode' => '92590', 'city' => 'Temecula', 'street_address' => '', 'street_address2' => null, 'state' => 'CA' ), 'UtZipcode' => array( 'zipcode' => '92590', 'city' => 'Temecula', 'state_prefix' => 'CA' ), (int) 0 => array( 'hasApplied' => false, 'is_favorite' => false ) ) $is_swinomish = false $is_hiring = (int) 1 $page = '' $success = (int) 0 $broadcast = (int) 0 $external_job_board = '' $is_worker = false $isMobile = false $isWorker = false $isSales = false $isEducator = false $adminLoggedIn = false $isEmployer = false $loggedIn = false $isFacebookAppUser = false $campaign = 'NONE' $content_for_layout = ' <script type="text/javascript"> var autocomplete = false; var sortOrder = "relevance"; </script> <meta property="og:title" content="Entry Level Financial Associate"/> <meta property="og:type" content="website"/> <meta property="og:url" content="https://www.proven.com/jobs/view/45395?ref=56538"/> <meta property="og:image" content="/css/images/proven_logo.png"/> <meta property="og:site_name" content="Proven"/> <meta property="og:description" content="We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs. Responsibilities: Develop and maintain knowledge of the evolving products and services Provide information about the products and services Advise and educate clients on financial decisions to find the best solutions for their needs Advise clients how to prepare financially in the event of illness, aging and death Prepare and conduct presentations recommending various financial solutions Network and build relationships with new and existing clients Preferred Qualifications/skills: Previous experience in finance, customer service, business, or related fields is not required, but is a plus Strong analytical and critical thinking skills Excellent written and verbal communication skills Interpersonal communication skills Organizational skills, ability to prioritize Ability to build rapport with clients High professional standards and integrity Self-motivated, self-starter Benefits Variety of bonuses Trips for qualifiers Leadership development Monthly/annual awards and recognition Partnership with companies of premier financial strength and integrity Access to state-of-the-art financial analysis software Flexibility in scheduling to accommodate career and personal needs World-class compensation (performance based) Trails, residuals and renewal income About the company We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada. We have top-tier company culture where you can grow and have access to exceptional training. All our associates have a dedication towards serving clients, professionalism, and strong work ethic. Commission (No limitation to earnings)"/> <script type="application/ld+json"> { "@context": "http://schema.org", "@type": "JobPosting", "url": "https://www.proven.com/jobs/view/45395?ref=56538", "title": "Entry Level Financial Associate", "description": "<p class="p1">We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.</p> <p class="p2"> </p> <p class="p1"><strong>Responsibilities</strong>:</p> <ul class="ul1"> <li class="li1">Develop and maintain knowledge of the evolving products and services</li> <li class="li1">Provide information about the products and services</li> <li class="li1">Advise and educate clients on financial decisions to find the best solutions for their needs</li> <li class="li1">Advise clients how to prepare financially in the event of illness, aging and death</li> <li class="li1">Prepare and conduct presentations recommending various financial solutions</li> <li class="li1">Network and build relationships with new and existing clients</li> </ul> <p class="p1"><strong>Preferred Qualifications/skills:</strong></p> <ul class="ul1"> <li class="li1">Previous experience in finance, customer service, business, or related fields is not required, but is a plus</li> <li class="li1">Strong analytical and critical thinking skills</li> <li class="li1">Excellent written and verbal communication skills</li> <li class="li1">Interpersonal communication skills</li> <li class="li1">Organizational skills, ability to prioritize</li> <li class="li1">Ability to build rapport with clients</li> <li class="li1">High professional standards and integrity</li> <li class="li1">Self-motivated, self-starter</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Benefits</strong></p> <ul class="ul1"> <li class="li1">Variety of bonuses</li> <li class="li1">Trips for qualifiers</li> <li class="li1">Leadership development</li> <li class="li1">Monthly/annual awards and recognition</li> <li class="li1">Partnership with companies of premier financial strength and integrity</li> <li class="li1">Access to state-of-the-art financial analysis software</li> <li class="li1">Flexibility in scheduling to accommodate career and personal needs</li> <li class="li1">World-class compensation (performance based)</li> <li class="li1">Trails, residuals and renewal income</li> </ul> <p class="p2"> </p> <p class="p1"><strong>About the company</strong></p> <p class="p1">We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. 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} else { window.location.href = window.location.href + "?success=1"; } } } </script> <style> #employer-edit.affix { position: fixed; top: 0; width: 100%; z-index:10; } </style> <div id="join_popup" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="join_popupLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="login_popup" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="login_popupLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="loginModal" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="loginModalLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="submissionModal" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="submissionModalLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content" id="modalContent"></div> </div> </div> <div id="proven-view-job"> <span class="hide" id="jobid">45395</span> <span class="hide" id="referencenumber">56538</span> <div class="container"> <div class="row"> <div class="col-md-10 col-md-offset-1 col-sm-12 col-sm-offset-0"> <div id="proven-candidate-home-page" class="hidden-xs" style="background: #fff;"> <div class="search-jobs" style="padding-top: 0px;"> <div class="row"> <div class="col-xs-12 col-sm-10 col-sm-offset-1 col-md-10 col-md-offset-1"> <div class="row search-row"> <div class="col-sm-5 search-field"> <input type="text" name="data[Search][search_text]" value="" id="search_text" placeholder="Job Title, Keywords, or Company" /> </div> <div class="col-sm-5 search-field"> <input type="text" value="" id="search-location" placeholder="City, State or Zip" /> </div> <div class="col-sm-2 search-field" style="height:50px;"> <a href="#" id="search-btn" class="btn btn-default" role="button" style="width:100%;">SEARCH</a> </div> </div> </div> </div> </div> </div> </div> </div> <div class="row"> <div class="col-md-10 col-md-offset-1 col-sm-12 col-sm-offset-0"> <div class="panel panel-default voffset3"> <div class="panel-body"> <div class="job-post-details"> <div class="row"> <div class="col-xs-3 col-sm-2"> <div class="company-logo"> <img src="/css/images/proven_logo.png" width="90" border="0" class="img-responsive center-block" /> </div> </div> <div class="col-xs-9 col-sm-10"> <h1>Entry Level Financial Associate</h1> <p class="small-bottom-border"> Virtue Independent Brokerage </p> <div class="date-location">May 22, 2019 - Inland Empire</div> <div class="voffset1"> <script type="text/javascript" src="https://s7.addthis.com/js/250/addthis_widget.js#pubid=seanfalconer"></script> </div> </div> </div> <hr /> <div class="row"> <div class="apply-form-link col-xs-12 col-sm-8 col-md-7 col-lg-8"> Apply via email:<br/><a class="red-link" href="mailto:jobs+45395-w@hireproven.com">jobs+45395-w@hireproven.com</a> </div> <div class="col-xs-12 col-sm-4 col-md-5 col-lg-4"> <script type="text/javascript"> var currentLink = null; 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Answer any specific questions included in the job advertisement." cols="30" rows="6"></textarea></div> </div> <div class="row"> <div class="col-xs-12 col-sm-6 col-md-7"> <div class="checkbox"> <label> <input type="checkbox" checked id="tos" name="data[Worker][agreed_to_terms]" tabindex="70" /> <div class="gray-text"> I agree to the <a title="Terms of Service" target="_new" href="/pages/termsWorkers">Terms of Service</a><br /><span class="tos-date">(Updated 2012-11-06)</span> </div> </label> </div> </div> <div class="col-xs-12 col-sm-6 col-md-5"> <div class="apply-button"> <a href="#" id="submit-btn" data-loading-text="Uploading..." class="light-green-btn" role="button" title="Submit Application" style="width:100%;">SUBMIT APPLICATION</a> </div> </div> </div> </form> </div> </div> </div> </div> <div id="apply-form-location"> </div> <hr /> </div> <div class="job-post-details"> <div id="job-description"> <p class="p1">We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.</p> <p class="p2"> </p> <p class="p1"><strong>Responsibilities</strong>:</p> <ul class="ul1"> <li class="li1">Develop and maintain knowledge of the evolving products and services</li> <li class="li1">Provide information about the products and services</li> <li class="li1">Advise and educate clients on financial decisions to find the best solutions for their needs</li> <li class="li1">Advise clients how to prepare financially in the event of illness, aging and death</li> <li class="li1">Prepare and conduct presentations recommending various financial solutions</li> <li class="li1">Network and build relationships with new and existing clients</li> </ul> <p class="p1"><strong>Preferred Qualifications/skills:</strong></p> <ul class="ul1"> <li class="li1">Previous experience in finance, customer service, business, or related fields is not required, but is a plus</li> <li class="li1">Strong analytical and critical thinking skills</li> <li class="li1">Excellent written and verbal communication skills</li> <li class="li1">Interpersonal communication skills</li> <li class="li1">Organizational skills, ability to prioritize</li> <li class="li1">Ability to build rapport with clients</li> <li class="li1">High professional standards and integrity</li> <li class="li1">Self-motivated, self-starter</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Benefits</strong></p> <ul class="ul1"> <li class="li1">Variety of bonuses</li> <li class="li1">Trips for qualifiers</li> <li class="li1">Leadership development</li> <li class="li1">Monthly/annual awards and recognition</li> <li class="li1">Partnership with companies of premier financial strength and integrity</li> <li class="li1">Access to state-of-the-art financial analysis software</li> <li class="li1">Flexibility in scheduling to accommodate career and personal needs</li> <li class="li1">World-class compensation (performance based)</li> <li class="li1">Trails, residuals and renewal income</li> </ul> <p class="p2"> </p> <p class="p1"><strong>About the company</strong></p> <p class="p1">We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada.</p> <p class="p1">We have top-tier company culture where you can grow and have access to exceptional training. All our associates have a dedication towards serving clients, professionalism, and strong work ethic.</p> <p class="p2"> </p> <p class="p1"><strong>Commission (No limitation to earnings)</strong></p> </div> </div> <p class="voffset4"><strong>Other jobs you may like</strong></p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=75a5c9e1fa4c73edd04cd1eb1&ri=9be51101495049ea83c0ece7aaadcb92&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253AIBMtUtCSYBbDwlnp%253AHt%252BadsY7gNQ4UO%252BrctNbjQ%253D%253D%253AwDxpz5KX18%252FlkOzyqMLN%252FJ2k8Zm0r3ktsTV0k3LIoj08MCvcHDD9aFPb2qxuvmBBmqXHHeokk0zblZdVdbWGnRfEPnAMLKD3WCO%252FMIU0SA7zv77eAWbQgzRW&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30136541925/" class="blue-link" target="_blank">Data Entry Specialist</a></p> <p class="similar-job-company">Insightful Business Services - <span class="text-muted">Temecula, CA</span></p> <p class="text-muted similar-job-date"> 3 days ago </p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=4a1fc45e8d9c73ee2bec0a1c1&ri=9be51101495049ea83c0ece7aaadcb92&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253ADnOEYNhgE8Tyw6x3%253ATS%252BhHoJ%252BblcY0w2T0EsJFg%253D%253D%253AlG9m8gK501WB5J6jYsgQDw5uD294KnHxAVVtoDl3s9ENwDAq3P6ZOjeuaBoAGfaN61i7UReLMCg%252FGKKDZPIM4mUirnUndfh8HomgHi%252BC0hT8caDRZzwtQWZfqL8Hy%252FMjbbe0&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-21468957780/" class="blue-link" target="_blank">Call Center Rep Work From Home</a></p> <p class="similar-job-company">Hire Standard Staffing - <span class="text-muted">Temecula, CA</span></p> <p class="text-muted similar-job-date"> 4 hours ago </p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=75406fe6782c73edde16b1931&ri=9be51101495049ea83c0ece7aaadcb92&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253Ak8AC5qrtNDCnOa5d%253A9zEKFC8oEaH3wAdjHeHYTQ%253D%253D%253AQwoLyc8CWoHtyiWXlldszOZKMmmZyLDlICWEl3s7Ew6O6hXj%252Fo3VpCqWeCSjHnSEyb1bXenqLPRBWtid%252BZv8EXZp%252FMZrPNVRacN3jOdsUsZINrsG0NNUCvXxJmoeQvh7VQBu&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30234706653/" class="blue-link" target="_blank">Virtual Office Assistant</a></p> <p class="similar-job-company">Yos Technologies Private Limited - <span class="text-muted">Temecula, CA</span></p> <p class="text-muted similar-job-date"> 3 days ago </p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=7599b1cf02cc73edd38b53041&ri=9be51101495049ea83c0ece7aaadcb92&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253Al6KmqsfUSAXAOliQ%253AQAAMHfHZmAOhzhPCyOXfjw%253D%253D%253AEBs6JM%252Fe2QBIIvDvm8wDOEr9N3t%252FfBSs1xCQS8Xi8sO5%252F4YIeDo6yQ1qW5TfFIerL9XY0hjp2Z4oxdjqRnNFbUQrTsgmjDjtaR5vZKhPLQhukDc1QPejZ%252BvyamSlrouaQqj86yzLH5ZBMNmw&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30190839116/" class="blue-link" target="_blank">Clerk</a></p> <p class="similar-job-company">Ultimate Staffing - <span class="text-muted">Temecula, CA</span></p> <p class="text-muted similar-job-date"> 7 days ago </p> <p class="similar-job-title"><a href="https://www.jobs2careers.com/click.php?jid=75a5f3e853ec73edd04f71711&ri=9be51101495049ea83c0ece7aaadcb92&job_loc=Temecula%2CCA&q=Entry+Level+Financial+Associate&spl=v1%253AI4HYtMt3ZMwpaubJ%253AvJ8r08mT7I6Ep%252FdGy3rCJQ%253D%253D%253AHColvF3qPXT4B0esXfcfkmW7uimANC1XhvtWqvH9nJSiuEGM1Ir6Ah6z0ebN0bCehxi8h%252FUULxDkvAefAcbhxO6r5EAgmsADBXZB6tAXwLSxNCe6Tekrt9Eg4fVOd%252FxHJsZxWXc87ltbARBq&encrypt=0&l=Temecula%2C+CA&query_category_id=270000&t=simplyhired.com&jobkey-30136583039/" class="blue-link" target="_blank">Administrative Assistant</a></p> <p class="similar-job-company">Confidential - <span class="text-muted">Temecula, CA</span></p> <p class="text-muted similar-job-date"> 3 days ago </p> <p class="voffset4"> <strong>Apply to jobs on the go with Proven mobile</strong> </p> <div> <a href="/candidates/app" target="_blank" title="Download the iPhone App"> <img src="/css/images/App_Store_available.png" width="112" /> </a> <a href="/candidates/app/google" target="_blank" title="Download the Android App"> <img src="/css/images/google_play_badge.png" width="112" /> </a> </div> </div> </div> </div> </div> </div> </div> ' $scripts_for_layout = '<script type="text/javascript" src="/js/Views/Jobs/search_jobs.js?1619372465"></script>' $no_title_bar = false $no_bottom_bar = false $no_index = false
filemtime - [internal], line ?? include - APP/View/Layouts/responsive.ctp, line 69 View::_evaluate() - CORE/Cake/View/View.php, line 961 View::_render() - CORE/Cake/View/View.php, line 923 View::renderLayout() - CORE/Cake/View/View.php, line 546 View::render() - CORE/Cake/View/View.php, line 481 Controller::render() - CORE/Cake/Controller/Controller.php, line 960 JobsController::view() - APP/Controller/JobsController.php, line 1338 ReflectionMethod::invokeArgs() - [internal], line ?? Controller::invokeAction() - CORE/Cake/Controller/Controller.php, line 490 Dispatcher::_invoke() - CORE/Cake/Routing/Dispatcher.php, line 193 Dispatcher::dispatch() - CORE/Cake/Routing/Dispatcher.php, line 167 [main] - APP/webroot/index.php, line 118
Virtue Independent Brokerage
We are seeking highly motivated individuals who will deliver personalized financial solutions to help clients get closer to their short term and long term financial goals, while securing a better future! As an associate, you will be developing relationships and connecting with clients. You will communicate between clients and our product providers to ensure the timely and successful delivery of our solutions according to their needs.
Responsibilities:
Preferred Qualifications/skills:
Benefits
About the company
We are an independent financial services agency located in Temecula, serving businesses and families to meet their investment, retirement, and insurance needs. Our products and services are distributed through an enormous financial conglomerate that is partnered with some of the largest financial service companies in North America and Canada.
We have top-tier company culture where you can grow and have access to exceptional training. All our associates have a dedication towards serving clients, professionalism, and strong work ethic.
Commission (No limitation to earnings)
Other jobs you may like
Insightful Business Services - Temecula, CA
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Hire Standard Staffing - Temecula, CA
4 hours ago
Yos Technologies Private Limited - Temecula, CA
3 days ago
Ultimate Staffing - Temecula, CA
7 days ago
Confidential - Temecula, CA
3 days ago
Apply to jobs on the go with Proven mobile
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