203 Training Advisor jobs in the United States

Employment Training Advisor

92189 San Diego Country Estates, California Public Consulting Group

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Job Description

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.-all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in three Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector. To learn more, visit

Our Human Services team helps state and municipal human services and economic development agencies keep their promises-responsibly and sustainably-to the children, adults, and families they serve. Join us and use your professional skills to build stronger communities and better serve populations in need by making meaningful and lasting changes in government organizations.

Services:

  • Program Consulting
  • Finance Consulting and Billing Services
  • Applied Technology
  • Outsourcing and Operations
  • Strategy
  • Project and Grants Management
  • Assessments and Feasibility Studies
PCG is seeking a highly motivated and dependable Case Manager with an interest in public service to join our CalWORKs Employment Services Program. In this fully in office, co located role, you will spend each business day on site alongside community partners such as One Stop Career Centers, community colleges, and nonprofit services to deliver hands on support to CalWORKs participants. You'll conduct face to face assessments, develop and monitor Individual Employment Plans, connect job ready clients with placement and retention services, and engage individuals in vocational training or educational programs. By embedding yourself with partner agencies, you'll streamline referrals, facilitate joint case conferences, and ensure seamless communication, all aimed at guiding our clients to self-sufficiency.

Duties and Responsibilities
  • Designs and develops plans for participants, such as determining and assigning work activities, educational and training programs.
  • Conducts assessments for barriers and skills.
  • Determines eligibility and need for supportive services including child care, transportation, and ancillary services.
  • Facilitate joint case conferences, conduct regular check-ins with partner staff and daily check-ins with direct supervisor.
  • Manages participants progress towards achieving goals by creating and updating plans.
  • Assists program participants in developing vocational goals.
  • Monitors and records clients monthly progress to ensure compliance with program regulations and participant attendance level at assigned work activities.
  • Notifies county's human services specialist of non-compliance with work activities.
  • Follows procedural requirement by updating client case files in systems.
  • Maintains up-to-date knowledge of program procedures and implement appropriately.
  • Maintains up-to-date knowledge of community resources, labor market and training resources.
  • Maintains in contact with each client placed in employment on a monthly basis.
  • Completes all necessary county paper documents and forms.
  • Maintains communication with employment organizations and educational programs where participants are located.
  • Ensures all performance metrics are met in achieving participant stated outcomes.
Required Skills
  • Ability to work with and relate to participants and demonstrate active listening skills.
  • Display a professional level of empathy for participants and respect for cultural differences.
  • Ability to learn specialized databases and software systems.
  • Excellent customer relation techniques, and superior verbal and communications skills.
  • Excellent accuracy and attention to detail.
  • Ability to prioritize work and meet deadlines.
  • Ability to recognize and maintain the confidentiality of all materials in the work setting.
  • Ability to establish and maintain professional relationships with federal, state and county agencies as
  • well as the general public.
  • Ability to partner with and motivate participants with both physical and/or mental disabilities.
  • Ability to maintain a record keeping and follow-up system.
  • Ability to travel between offices
  • Ability to work independently, requiring minimal supervision and on multiple projects simultaneously.
Qualifications
  • High School Diploma or equivalent required. Degree preferred
  • 2+ years of relevant work experience
Working Conditions
  • Office Setting
  • Some travel between offices

The above is intended to describe the general contents and requirements of work being performed by people assigned to this classification. It is not intended to be construed as an exhaustive statement of all duties, responsibilities or skills of personnel so classified.

As required by applicable law, PCG provides the following reasonable range of compensation for this role: $22.50 - $26.50 Hourly, in addition, PCG provides a range of benefits for this role, including medical and dental care benefits, 401k, PTO, parental leave, bereavement leave.

Compensation:

Compensation for roles at Public Consulting Group varies depending on a wide array of factors including, but not limited to, the specific office location, role, skill set, and level of experience. As required by applicable law, PCG provides the following reasonable range of compensation for this role below. In addition, PCG provides a range of benefits for this role, including medical and dental care benefits, 401k, PTO, parental leave, bereavement leave.

EEO Statement:

Public Consulting Group is an Equal Opportunity Employer dedicated to celebrating diversity and intentionally creating a culture of inclusion. We believe that we work best when our employees feel empowered and accepted, and that starts by honoring each of our unique life experiences. At PCG, all aspects of employment regarding recruitment, hiring, training, promotion, compensation, benefits, transfers, layoffs, return from layoff, company-sponsored training, education, and social and recreational programs are based on merit, business needs, job requirements, and individual qualifications. We do not discriminate on the basis of race, color, religion or belief, national, social, or ethnic origin, sex, gender identity and/or expression, age, physical, mental, or sensory disability, sexual orientation, marital, civil union, or domestic partnership status, past or present military service, citizenship status, family medical history or genetic information, family or parental status, or any other status protected under federal, state, or local law. PCG will not tolerate discrimination or harassment based on any of these characteristics. PCG believes in health, equality, and prosperity for everyone so we can succeed in changing the ways the public sector, including health, education, technology and human services industries, work.
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Employment Training Advisor

92108 Mission Valley, California Public Consulting Group

Posted today

Job Viewed

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Job Description

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.-all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in three Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector. To learn more, visit .
Our Human Services team helps state and municipal human services and economic development agencies keep their promises-responsibly and sustainably-to the children, adults, and families they serve. Join us and use your professional skills to build stronger communities and better serve populations in need by making meaningful and lasting changes in government organizations.
Services:
+ Program Consulting
+ Finance Consulting and Billing Services
+ Applied Technology
+ Outsourcing and Operations
+ Strategy
+ Project and Grants Management
+ Assessments and Feasibility Studies
PCG is seeking a highly motivated and dependable Case Manager with an interest in public service to join our CalWORKs Employment Services Program. In this fully in office, co located role, you will spend each business day on site alongside community partners such as One Stop Career Centers, community colleges, and nonprofit services to deliver hands on support to CalWORKs participants. You'll conduct face to face assessments, develop and monitor Individual Employment Plans, connect job ready clients with placement and retention services, and engage individuals in vocational training or educational programs. By embedding yourself with partner agencies, you'll streamline referrals, facilitate joint case conferences, and ensure seamless communication, all aimed at guiding our clients to self-sufficiency.
**Duties and Responsibilities**
+ Designs and develops plans for participants, such as determining and assigning work activities, educational and training programs.
+ Conducts assessments for barriers and skills.
+ Determines eligibility and need for supportive services including child care, transportation, and ancillary services.
+ Facilitate joint case conferences, conduct regular check‑ins with partner staff and daily check-ins with direct supervisor.
+ Manages participants progress towards achieving goals by creating and updating plans.
+ Assists program participants in developing vocational goals.
+ Monitors and records clients monthly progress to ensure compliance with program regulations and participant attendance level at assigned work activities.
+ Notifies county's human services specialist of non-compliance with work activities.
+ Follows procedural requirement by updating client case files in systems.
+ Maintains up-to-date knowledge of program procedures and implement appropriately.
+ Maintains up-to-date knowledge of community resources, labor market and training resources.
+ Maintains in contact with each client placed in employment on a monthly basis.
+ Completes all necessary county paper documents and forms.
+ Maintains communication with employment organizations and educational programs where participants are located.
+ Ensures all performance metrics are met in achieving participant stated outcomes.
**Required Skills**
+ Ability to work with and relate to participants and demonstrate active listening skills.
+ Display a professional level of empathy for participants and respect for cultural differences.
+ Ability to learn specialized databases and software systems.
+ Excellent customer relation techniques, and superior verbal and communications skills.
+ Excellent accuracy and attention to detail.
+ Ability to prioritize work and meet deadlines.
+ Ability to recognize and maintain the confidentiality of all materials in the work setting.
+ Ability to establish and maintain professional relationships with federal, state and county agencies as
+ well as the general public.
+ Ability to partner with and motivate participants with both physical and/or mental disabilities.
+ Ability to maintain a record keeping and follow-up system.
+ Ability to travel between offices
+ Ability to work independently, requiring minimal supervision and on multiple projects simultaneously.
**Qualifications**
+ High School Diploma or equivalent required. Degree preferred
+ 2+ years of relevant work experience
**Working Conditions**
+ Office Setting
+ Some travel between offices
**The above is intended to describe the general contents and requirements of work being performed by people assigned to this classification. It is not intended to be construed as an exhaustive statement of all duties, responsibilities or skills of personnel so classified.**
**As required by applicable law, PCG provides the following reasonable range of compensation for this role: $22.50 - $26.50 Hourly, in addition, PCG provides a range of benefits for this role, including medical and dental care benefits, 401k, PTO, parental leave, bereavement leave.**
**Compensation:**
Compensation for roles at Public Consulting Group varies depending on a wide array of factors including, but not limited to, the specific office location, role, skill set, and level of experience. As required by applicable law, PCG provides the following reasonable range of compensation for this role below. In addition, PCG provides a range of benefits for this role, including medical and dental care benefits, 401k, PTO, parental leave, bereavement leave.
**EEO Statement:**
Public Consulting Group is an Equal Opportunity Employer dedicated to celebrating diversity and intentionally creating a culture of inclusion. We believe that we work best when our employees feel empowered and accepted, and that starts by honoring each of our unique life experiences. At PCG, all aspects of employment regarding recruitment, hiring, training, promotion, compensation, benefits, transfers, layoffs, return from layoff, company-sponsored training, education, and social and recreational programs are based on merit, business needs, job requirements, and individual qualifications. We do not discriminate on the basis of race, color, religion or belief, national, social, or ethnic origin, sex, gender identity and/or expression, age, physical, mental, or sensory disability, sexual orientation, marital, civil union, or domestic partnership status, past or present military service, citizenship status, family medical history or genetic information, family or parental status, or any other status protected under federal, state, or local law. PCG will not tolerate discrimination or harassment based on any of these characteristics. PCG believes in health, equality, and prosperity for everyone so we can succeed in changing the ways the public sector, including health, education, technology and human services industries, work.
Public Consulting Group is an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, protected veteran status, or status as a qualified individual with a disability. VEVRAA Federal Contractor.
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MCTSP Training Advisor - Fort Leavenworth, KS

66027 Fort Leavenworth, Kansas General Dynamics Information Technology

Posted today

Job Viewed

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Job Description

**Req ID:** RQ203697
**Type of Requisition:** Regular
**Clearance Level Must Be Able to Obtain:** Secret
**Public Trust/Other Required:** None
**Job Family:** Program Instruction Support
**Skills:**
Planning,Training and Development,Training Strategies,Training Support
**Experience:**
8 + years of related experience
**US Citizenship Required:**
Yes
**Job Description:**
This is a requisition for future job opportunities on the MCTSP contract. If GDIT wins the award we expect to start the new period of performance in the Fall of 2025.
Join **General Dynamics IT** and seize your opportunity to make a personal impact as a key member of the **US Army National Guard Mission Training Complex (MTC)** at **Fort Leavenworth, KS** . This MTC provides training support to National Guard units in the Central states (IN, MI, OH, WV, VA, KY, TN, NC, SC).
We are seeking a **Training Sr. Advisor** to support National Guard Bureau unit training under the **Mission Command Training Support Program** contract. You ensure exercise support requirements are identified, synchronized, resourced, and rehearsed to meet Training Unit Commander (TUC) Training Objectives (TO); joining our team which already supports 16 Active Duty US Army MTCs.
**HOW** **THE** **SENIOR TRAINER** **WILL MAKE AN IMPACT**
+ Advises and assists the Task Order Manager in developing training solutions, strategies, and strategic messaging
+ Provide direct support to ARNG collective training events and exercises
+ Serve as a Senior Subject Matter Expert advising Task Order Manager in their support of Division and Brigade Commanders on leadership, effective conduct of US Army operations, and collective MissionCommand/Command and Control training
+ Assists Site Managers, OST/ESTs, HSTs, Exercise Directors, and other mobile training teams across the MCTSP community of interest in the planning, preparation, and execution of large-scale collective training exercises
+ Participates in meetings and workshops that shape the MCTSP training strategy and best practices to provide maximum training value to the ARNG
+ Prepared to serve as an exercise higher command role-player or deputy exercise director
**WHAT YOU'LL NEED TO SUCCEED:**
+ BA/BS or higher
+ Experience at a Combat Training Center (CTC) as a Senior Observer/Controller or as the Commander, Operations Group
+ Served as a Former Division Commander
+ Combat experience
+ TS/SCI
**GDIT IS YOUR PLACE:**
+ Flex work may be available following extended exercise events and based upon mission requirements
+ 401K with company match
+ Comprehensive health and wellness packages
+ Internal mobility team dedicated to helping you own your career
+ Professional growth opportunities including paid education and certifications
+ Cutting-edge technology you can learn from
+ Rest and recharge with paid vacation and holidays
The likely salary range for this position is $43,888 - $0. This is not, however, a guarantee of compensation or salary. Rather, salary will be set based on experience, geographic location and possibly contractual requirements and could fall outside of this range.
Our benefits package for all US-based employees includes a variety of medical plan options, some with Health Savings Accounts, dental plan options, a vision plan, and a 401(k) plan offering the ability to contribute both pre and post-tax dollars up to the IRS annual limits and receive a company match. To encourage work/life balance, GDIT offers employees full flex work weeks where possible and a variety of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury duty leave. To ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our Total Rewards package to ensure our offerings are competitive and reflect what our employees have told us they value most.
We are GDIT. A global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. Our 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 50 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development. Together with our clients, we strive to create a safer, smarter world by harnessing the power of deep expertise and advanced technology.
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Financial Advisor (Training & Development Provided)

97204 Portland, Oregon Northwestern Mutual

Posted 11 days ago

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Job Description

4 days ago Be among the first 25 applicants

Direct message the job poster from Northwestern Mutual

Our Financial Advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Choose a career where changing someone elses life for the better is also life-changing for you personally, professionally, and financially.

Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance.

The Advisor career with Northwestern Mutual allows one the opportunity to:

  • Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
  • Maintain autonomy and flexibility to build their own practice while receiving support from our firms exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!
  • Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.

Desired Skills and Experience:

BA or BS degree from a four-year institution preferred . Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided. ** Must be located in Portland or already planning to move here **

While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:

  • Uncapped Income Potential
  • Flexibility of your schedule
  • Sponsorship of Licensing/Credentialing
  • Robust development bonuses to aid as you launch your business
  • Comprehensive Medical, Dental and Vision Coverage
  • Group Life and Disability Income Insurance

Job Type: Full-time

Pay: $80,000.00 - $50,000.00 per year

  • Health insurance
  • Vision insurance

Compensation package:

  • Bonus opportunities
  • Commission pay
  • Uncapped commission

Schedule:

  • Monday to Friday

Education:

  • Bachelor's (Preferred)

Experience:

  • Sales: 4 years (Preferred)

Ability to Commute:

  • Portland, OR 97201 (Preferred)

Ability to Relocate:

  • Portland, OR 97201: Relocate before starting work (Required)
Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Business Development, Sales, and Finance

Referrals increase your chances of interviewing at Northwestern Mutual by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

Pension plan

Disability insurance

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Financial Advisor - Training Provided

92189 San Diego Country Estates, California True Path Financial

Posted today

Job Viewed

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Job Description

Description

A Career Filled With Possibilities

A career where you help clients work toward financial stability-supporting them as they plan for their children's education, navigate mortgage and healthcare costs, and pursue their retirement goals. Whether you're exploring a new direction, growing your existing practice, or starting fresh, we offer the training, resources, and a wide-ranging product portfolio to help you succeed.

As a Financial Advisor, you'll have the opportunity to build meaningful client relationships, enjoy the independence of running your own career, and tap into unlimited income potential-all while guiding others through life's planned and unexpected financial milestones.

Responsibilities

•Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
•Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies.
•Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
•Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.
•Actively prospect and generate new business opportunities through networking, referrals, and community involvement.

Qualifications

Desired Skills & Qualifications:
•Bachelor's Degree or equivalent in work experience.
•Excellent communication and relationship-building skills.
•Integrity and Strong Work Ethic.
•Business-Minded Spirit.
•Confidence and Resilience.

Competitive Advantages:
•Extensive professional development, training, and mentoring programs.
•Industry leader with excellent financial strength and impeccable integrity
•Innovative market development tools
•State-of-the-art financial analysis software
•Flexibility to balance career and personal needs
•Excellent compensation and benefits

Mountain Peak Wealth Solutions is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth.

This position is not fully remote.

Job Types: Full-time, Contract

Pay: $50,000.00 - $150,000.00 per year

Benefits:
•401(k)
•Dental insurance
•Flexible schedule
•Health insurance
•Life insurance
•Professional development assistance
•Referral program
•Retirement plan
•Vision insurance

Compensation Package:
•Commission pay

Ability to Commute:
•Riverside, CA

Ability to Relocate:
•Riverside, CA: Relocate before starting work

Work Location: Hybrid remote in Riverside, CA
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Financial Advisor - Training Provided

90079 Los Angeles, California True Path Financial

Posted 8 days ago

Job Viewed

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Job Description

Description

Have you ever thought about a career that empowers you to make a meaningful difference in people's lives?

A career where you help clients work toward financial stability-supporting them as they plan for their children's education, navigate mortgage and healthcare costs, and pursue their retirement goals. Whether you're exploring a new direction, growing your existing practice, or starting fresh, we offer the training, resources, and a wide-ranging product portfolio to help you succeed.

As a Financial Advisor, you'll have the opportunity to build meaningful client relationships, enjoy the independence of running your own career, and tap into upside income potential-all while guiding others through life's planned and unexpected financial milestones.

Responsibilities

•Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
•Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies.
•Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
•Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.
•Actively prospect and generate new business opportunities through networking, referrals, and community involvement.

Qualifications

Desired Skills & Qualifications:
•Bachelor's Degree or equivalent in work experience.
•Excellent communication and relationship-building skills.
•Integrity and Strong Work Ethic.
•Business-Minded Spirit.
•Confidence and Resilience.

Competitive Advantages:
•Extensive professional development, training, and mentoring programs.
•Industry leader with excellent financial strength and impeccable integrity.
•Innovative market development tools.
•State-of-the-art financial analysis software.
•Flexibility to balance career and personal needs.
•Excellent compensation and benefits.

Mountain Peak Wealth Solutions is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth.

This position is not fully remote.

Job Types: Full-time, Contract

Pay: $50,000.00 - $150,000.00 per year

Benefits:
•401(k)
•Dental insurance
•Flexible schedule
•Health insurance
•Life insurance
•Professional development assistance
•Referral program
•Retirement plan
•Vision insurance

Compensation Package:
•Commission pay

Ability to Commute:
•Los Angeles, CA

Ability to Relocate:
•Los Angeles, CA
•Los Angeles, CA: Relocate before starting work

Work Location: Hybrid remote in Los Angeles, CA
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Financial Advisor - Training Provided

92713 Irvine, California True Path Financial

Posted 8 days ago

Job Viewed

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Job Description

Description

Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.

What you will receive:
  • Flexible schedule with remote and in-person work options.
  • Full benefits package: health, dental, vision, 401(k), pension, life insurance.
  • Training stipend and performance-based bonuses.
  • Company-sponsored travel and professional development programs.
  • Sponsorship for required licenses and continuing education.


We can only consider applicants authorized to work in the United States.

Responsibilities

•Utilize marketing tools and resources to grow your client base.
•Provide guidance on insurance, investments, and retirement planning.
•Engage in structured coaching, mentorship, and training programs.
•Attend virtual and in-person training to enhance financial expertise.
•Attend hybrid meetings, including in-person team collaboration, as required.

Qualifications

•Strong interpersonal and communication skills.
•Demonstrated leadership or a proven track record of success.
•No prior experience in finance is required-comprehensive training is provided.
•Highly motivated with a strong work ethic.
•Must be authorized to work in the US.
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Financial Advisor - Training Provided

92504 Riverside, California True Path Financial

Posted 8 days ago

Job Viewed

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Job Description

Description

Looking for a career where you can truly make a difference?

Imagine helping individuals and families plan for life's biggest milestones and the unexpected moments in between. As a Financial Advisor , you'll play a vital role in guiding clients toward their financial goals, whether it's saving for college, navigating mortgage or medical costs, or preparing for a fulfilling retirement.

This isn't just a job-it's a chance to build lasting relationships and make a real impact in people's lives every single day.

Whether you're starting fresh, growing your existing practice, or making a career change, we offer the training, resources, and wide range of financial products to support your success from day one.

Enjoy:
  • Career independence
  • Upside income potential
  • The satisfaction of helping others achieve financial peace of mind


Take control of your future while helping others secure theirs. Your rewarding career in financial services starts here.

Responsibilities

•Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
•Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies.
•Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
•Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.
•Actively prospect and generate new business opportunities through networking, referrals, and community involvement.

Qualifications

Desired Skills & Qualifications:
•Bachelor's Degree or equivalent in work experience.
•Excellent communication and relationship-building skills.
•Integrity and Strong Work Ethic.
•Business-minded Spirit.
•Confidence and Resilience.

Competitive Advantages:
•Extensive professional development, training, and mentoring programs.
•Industry leader with excellent financial strength and impeccable integrity.
•Innovative market development tools.
•State-of-the-art financial analysis software.
•Flexibility to balance career and personal needs.
•Excellent compensation and benefits.

Mountain Peak Wealth Solutions is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth.

**This position is not fully remote.**

Job Types: Full-time, Contract

Pay: $50,000.00 - $150,000.00 per year

Benefits:
•401(k)
•Dental insurance
•Flexible schedule
•Health insurance
•Life insurance
•Professional development assistance
•Referral program
•Retirement plan
•Vision insurance

Compensation Package:
•Commission pay

Ability to Commute:
•Riverside, CA

Ability to Relocate:
•Riverside, CA: Relocate before starting work

Work Location: Hybrid remote in Riverside, CA
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Financial Advisor - Training Provided

92713 Irvine, California Bighorn Law

Posted 12 days ago

Job Viewed

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Job Description

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, youll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.

Benefits include;
Flexible schedule with a strong work-life balance.
Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
Training allowance and performance-based incentives.
Company-sponsored professional development opportunities.
Sponsorship for required licenses and continuous training.

We can only consider applicants authorized to work in the United States.

Responsibilities

  • Engage in structured coaching, mentorship, and training programs.
  • Utilize marketing tools and resources to grow your client base.
  • Offer solutions in insurance, asset accumulation, and retirement planning.
  • Follow a leadership advancement track with career growth opportunities.
  • Work with clients to assess financial needs and develop personalized strategies.
Qualifications
  • Self-motivated, coachable, and driven to succeed.
  • Must be authorized to work in the US.
  • No prior experience in finance is requiredcomprehensive training is provided.
  • Competitive mindset with a history of leadership or achievement.
  • Strong interpersonal and communication skills.
Compensation

$50,000 - $150,000+ at plan commission

About True Path Financial

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years , we have been committed to keeping our promises; providing families with financial stability through lifes ups and downs. Our products help individuals plan for the future with confidence.

Youll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If youre looking for a role with structured support and professional growth opportunities , wed love to connect with you.

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Financial Advisor (Training + Licensing)

60114 Addison, Illinois TEEMA Solutions Group

Posted today

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Job Description

Financial Advisor Job Description

At Opes One, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. We are a member of the Guardian-Park Avenue Securities network that has over 160 years of experience. Our representatives have a genuine care for people and a responsibility for doing what is right. Our representatives offer comprehensive financial planning that pillars on an integrative approach of insurance and wealth management products. Our representative provide services that focus around the protection of ones balance sheet and cash flow in allocating into a diverse portfolio.

Job Responsibilities
Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations
Act as an advocate for your clients; commitment to enhance, enrich and serve that client base
Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships
Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions
Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets

What Opes One Provides
Support - We are better when we work together. Mutual support leads to greater success rather than individual focus. For you to succeed, we need to work collaboratively as a team.
Training - Our team is dedicated to providing as many resources as possible to help you in your success. You will be able to attend training sessions led by top advisors and industry leaders.
Stability - You are backed by an almost 160-year-old Fortune 250 mutual financial company. We are prepared for changes and have your best interest at heart.
Open-Mindedness - We believe in the power of diversity and find strength in our differences. We recognize the value of different perspectives, backgrounds, styles, values, & beliefs.

Licensing Requirements
Life and Health Insurance Licenses
Securities Industry Exam (SIE), Series 7 and Series 66
(can be obtained upon hire)

Benefits

Commissions, renewal income, advisory fees, monthly draw

Unlimited earning potential, 401(k), Pension, Medical, Dental, Vision, Life, Disability

Signing Bonus/Training Allowance upon eligibility

Hybrid working space with flexible hours

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