Financial advisor jobs in Escondido, CaliforniaCreate job alerts

Job DescriptionDescriptionAt OnePlan, we specialize in creating AI-enabled solutions that make strategic portfolio, financial, resource, and work management seamless. We help businesses bridge the gap between strategy and execution by offering solutions that boost business agility, streamline project management, and optimize resources. What Makes us Unique?What truly makes OnePlan stand out is our commitment to delivering powerful solutions and fostering a culture of collaboration. We combine robust analytics with a platform that integrates seamlessly into the tools businesses already know and trust. Our high-trust, team-focused environment allows us to innovate quickly and deliver solutions that drive meaningful results for our clients. We're passionate about exceeding expectations, working together to empower organizations to succeed in a rapidly changing business landscape. What You’ll Do at OnePlanIn this role, you are the technical partner our customers rely on. This is a post sales role. You'll guide them through their adoption of OnePlan by digging into their business needs, translating those needs into real configurations, and building solutions across OnePlan and the Microsoft ecosystem. Your expertise in PPM, Power Apps, Power Automate, and Power BI is at the core of the work. You’ll be the one removing technical barriers, shaping how customers use the platform, and ensuring they get the full value out of it. Here is what the day to day looks like: Business Centric Solutions • Familiarity with the Microsoft Power Platform is critical for this role, including Power Apps, Power BI, and Power Automate., • You bring strong experience in Project Portfolio Management and a solid understanding of how organizations plan and deliver work., • Strong organizational habits make a big difference here, especially when juggling several customer engagements at once., • Clear communication is key. You know how to take something technical and explain it in a way that feels simple and grounded for non technical audiences., • Familiarity with the broader Microsoft ecosystem, especially Project, SharePoint, Teams, and Azure., • An understanding of Agile or DevOps practices and how teams use them day to day., • Experience working with OnePlan or OneConnect. Even light exposure goes a long way here., • A comfort level with solving messy or unclear technical problems. Some customers show up with half a process and half an idea, and you can help them shape it into something workable., • We’re a remote-first company with team members across the USA, Canada, UK, and India!, • OnePlan has been recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management in 2019, 2020, 2021, and 2022., • We’ve been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report., • We offer comprehensive health, dental, and vision benefits, with additional insurance options., • Employer RRSP and 401K matching programs. Upon receipt of an offer letter, candidates will be subject to a standard background check process. Disclaimer: We’ll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we’ll follow our standard hiring process every time. You’ll never be asked for money or personal information during the interview process. If something feels off, don’t hesitate to reach out to us to confirm. Ready to Apply? Check out what it’s like to work at OnePlan and learn more about us at

Job DescriptionDescription: JOB TITLE: Accounting Advisor STATUS: Non-Exempt/Hourly TYPE: On-Campus REPORTS TO: Regional Student Accounts Manager PURPOSE The Accounting Department is central to the fiscal performance of the Campus and is responsible for maintaining the overall health of all student accounts. This may include, but is not limited to, ensuring all student accounts are up-to-date, students are in good financial standing, any changes to a student’s account are communicated to the appropriate staff member(s), and all transactions have been correctly recorded in a timely fashion. The Accounting Advisor will work closely with the Campus’ Financial Aid and Admissions departments on current and new student accounts. The Accounting Advisor will also report to the Campus Director on the overall financial performance of the Campus. OVERALL JOB RESPONSIBILITIES • Maintain the accuracy of each individual student’s account, • Post quarterly tuition and fees in SIS for every student, • Collect and process the Registration Fee for all incoming students, • Create, review, and update monthly payment plans for current and new students, • Post student’s private payments in SIS, • Process payment reminders and delinquency notices, • Post late fees for student late payments, • Process accounting holds (placing students on academic hold for delinquent payments), • Coordinate accounting holds with IT department, • Monitor all past due payments and follow-up with current/previous students for collections via phone calls, text messages and emails, • Review, audit, and prepare delinquent accounts to submit to designated collection agencies before referring account to Corporate Office, • Process requests for living expenses, and credit balances, • Timely response and meetings for student questions and concerns, • Accounting financial clearance for externship students and graduates, • Process bank deposits, • Adhere to all State and Accrediting Agencies regulations, • Additional duties as assigned by the Accounting Manager and/or Campus Director OVERALL EDUCATION/QUALIFICATIONS/COMPETENCIES • A minimum of two years progressive administrative experience, • A minimum of one year accounting and/or collections experience, • Must have strong technical and analytical skills to successfully navigate numerous computer applications, internet research, and database management, • The ability to prioritize, multi-task, and meet deadlines through strong time management skills, • Must be able to work well under pressure while staying organized and can work flexible schedules as business needs dictate, • Ability to maintain the highly confidential nature of working with financial information, • Essential qualities: positive attitude, strong desire to help others, self-driven nature, confidence, and results-oriented, • Be able to effectively collaborate with other team members to meet daily, weekly, monthly, and quarterly campus objectives, • Other necessary character traits include being a team player and having the ability to communicate effectively both verbally and written,, • Always behave in a professional manner in way of appearance, demeanor, and attitude, • Consistently display the highest levels of integrity in all that is done PHYSICAL REQUIREMENTS/ WORKING CONDITIONS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions • Must be able to remain in a stationary position for prolonged periods of time, • Can independently move objects up to 25 lbs., • Sufficient hand, arm, and finger dexterity to operate a computer keyboard, other office machinery, and perform repetitive motions, • Must have sufficient hearing and speaking ability to communicate in person or on the phone/computer with others Culture of Care is our commitment to create a supportive environment in which every student can achieve their educational and career goals. Culture of Care encourages one-on-one relationships. Creating a culture that focuses on the student and their wellness. This includes understanding the student's complex lives. It is about creating a school where everyone feels welcomed by: Creating a sense of community in all interactions and communications with students • Identifying problem areas and offering assistance, • Coordinates Student Services assistance as necessary, • Opening up safe conversations for cooperative solutions I have read the above Job Description and understand its contents. I further understand that this Job Description is not intended and should not be construed as an exhaustive list of all the responsibilities, skills, efforts, or physical requirements/working conditions associated with my job. I may be required to perform additional tasks necessary to meet standards of quality. I understand that my employment with Smith Chason College is on an “at-will” basis. Requirements:

Job Description 你是否渴望在金融服务行业开创一番事业——而不仅仅是寻求一份朝九晚五的工作？ 在FalconPG，我们正在构建一个独特的创业生态系统，致力于培养未来的行业领袖。这里不仅是一个职业起点，更是一个成长平台——我们提供专业的工具、灵活的机制和持续的指导，助力有志之士实现长期成功，创造深远影响。 我们摒弃传统金融行业的刻板模式，以创新策略、协作文化和强大的金融解决方案为核心，助你加速成长、高效服务客户，并打造真正属于你的事业版图。 Compensation: $132,000 at-plan earnings Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • 以积极的学习态度融入团队，参与专业培训与发展计划，持续提升专业能力;, • 分析客户需求，制定个性化财务规划，提供战略性投资建议，助力客户实现财务目标 ;, • 主动开拓市场，培养客户信任度，成为新客户的首选财务顾问;, • 深度评估客户财务状况（包括现金流、财富目标、退休计划等），量身定制财富管理方案。 Qualifications: • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • Valid FINRA Series 7 & 63/66 preferred but not required 熟练使用Microsoft Office、Excel、CRM系统、财务规划软件、Google套件及其他资金管理工具者优先; 持有FINRA Series 7及63/66证书者优先（非必需）; 本科及以上学历，金融、工商管理或相关专业背景 ; 出色的沟通与数据分析能力，具备客户关系维护经验。 About Company At Falcon PG, we believe in the power of entrepreneurship—driving positive change in our communities and helping families build lasting financial security. We've been at the forefront of empowering individuals to thrive, regardless of life’s uncertainties. Our innovative financial products give families the tools to confidently plan for tomorrow while navigating today’s challenges. We offer a dynamic, entrepreneurial platform with world-class training, cutting-edge resources, and unmatched support to grow and scale your practice. You’ll have the freedom to build your own business, develop authentic client relationships, and craft tailored financial solutions that truly make a difference. We’re looking for motivated professionals with an entrepreneurial spirit, ready to create their own success. If you're a driven self-starter and passionate about making an impact, we’d love to connect. Let’s build something extraordinary—together!

Job Description Position Overview About Fetch At Fetch, we’re dedicated to helping pets live their healthiest and happiest lives. Our comprehensive insurance coverage is designed with modern pet parents in mind, and we’re proud to support the animal shelter community. We believe in ensuring pets receive the best care possible and are committed to making that vision a reality every day. Fetch is a high-growth Warburg Pincus portfolio company with an expanding team of over 350 pet-loving employees working together to shape the future of pet health and wellness. About the Industry The pet insurance industry is more important than ever, offering peace of mind and financial protection for pet owners. The sector is expanding quickly, fueled by growing awareness of the need for accessible, high-quality veterinary care. With advances in veterinary medicine, pets now have access to the most effective treatments available, making pet insurance an essential component of modern pet care. P&C License Preferred We are currently seeking a Pet Insurance Sales Associate to join our amazing team at the San Diego Humane- Escondido in Escondido, CA. Successful candidates will be goal-oriented, focused on converting opportunities into sales, while delighting customers. You are someone that has a passion for furry friends and wants to help their human companions understand the value of protecting them with the most comprehensive pet insurance available. You will have a customer-first mindset, listening to the customer’s needs and working with them to create the best outcome. REQUIREMENTS • Representing Fetch as a confident, friendly, trusted advisor to sell pet insurance policies to prospective pet parents at our partner location in the Escondido area, • Communicating competitive advantages of Fetch; demonstrating a deep understanding of Fetch and competitor pet health insurance products, • Turning prospects into loyal clients, raving fans, and repeat customers, • Accurately recording prospect and customer information in Fetch CRM, • Establishing productive, professional relationships with key personnel at our partner locations to assist in meeting performance objectives and partner expectations monthly, • Proactively assessing partner needs on an ongoing basis through onsite focus and follow-up meetings, • Collaborating with leadership to identify opportunities for new business, • Communicating with your peers via chat to identify challenges and successes, • Virtually attending monthly company meetings or check-ins as required, • Managing expense budget and submitting completed reports monthly, • Managing all administrative tasks and responsibilities relative to the partnership, • Living up to Fetch’s commitment to continuously exceed customer expectations SKILLS • Ability to structure your work week during peak hours a must (Friday-Sunday) when it is most lucrative for the agent, • Active Property & Casualty (P&C) license or willing to obtain a P&C license at the expense of the Company within 30 days of employment (subject to state requirements), • Proven self-starter with 3-5 years of in an animal care role, • Energized by being an industry pioneer, • Passion for prospecting new sales opportunities on a daily basis (must enjoy speaking with people face to face), • Familiar with animal health or animal welfare a plus, but not required, • Ability to think and act independently within a fast-paced sales cycle, • Proven success in building relationships using a consultative, solution-focused approach, • Demonstrated customer service skills and the ability to understand Fetch's customers’ needs, • Must be willing to travel to various industry events as required, • Excellent verbal, interpersonal and written communication skills, • Exhibits excellent business judgment, • Positive attitude, • Sets the bar high for team standards, • Is action and results-oriented and self-reliant Compensation • The pay range for this position is $55,000 - $100,000 on a full-time basis, • Along with base salary, your position may qualify for additional bonuses, • This position is eligible for the Company’s bonus plan(s) Benefits & Perks At Fetch, we recognize the importance of work-life balance and prioritize our employees' mental health and well-being, ensuring everyone can flourish both professionally and personally. Not just pets, we want our employees to live their best lives too — here at Fetch, you have access to the valuable benefits listed below. • Comprehensive Medical, dental, and vision plan for you and your family, • Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are available, • Highly competitive 401(k) matching, • Generous 20-day PTO Policy, with rollover options. Earn an additional day of PTO each year on your anniversary with Fetch, for a maximum of 30 days, • Paid company (9) holidays, including (1) floating holiday, • Fetch Pet Insurance discount - up to 50% off, up to $1,000 savings/year, • Educational Assistance Program, • Fetch Discount Perks Program, • Volunteering - earn up to 8 hours per calendar year at nonprofit organizations, • NYC Office Amenities: Pet-friendly environment, free lunch, snacks, and additional amenities; transit accessible, • Employee Referral Incentive, • Tuition Assistance, • Commuter Benefits, • Employee Assistance Program (EAP) Pay Range $55,000 - $100,000 USD Recruiting Fraud Alert At Fetch, your personal information and online safety are paramount. Please be aware that only Fetch Recruiters and Hiring Managers will contact you regarding your application or background. All official communications from Fetch employees will originate from a fetchpet.com email address. You will never be asked for payments, financial details, or sensitive information like social security numbers by our Recruiters or Hiring Managers.

Lead and support financial statement assurance services, including audits, reviews, and compilations, ensuring accuracy and compliance for clients in key sectors. Serve as a trusted advisor, providing insights into tax, audit, or valuation strategies and broader business challenges. Minimum of 3 yea

Job Description Step Into Leadership – Experienced Financial Advisor / Investment Professional Are you an experienced financial advisor or investment professional looking for more than just another firm? At Falcon PG, we’re building something different — an entrepreneurial ecosystem where top-tier professionals can grow their business, lead others, and create lasting impact. This is a platform for advisors who are ready to own their future with the tools, mentorship, and flexibility to scale on their terms. We’re not about the old-school, one-size-fits-all model. We combine modern strategies, a collaborative culture, and access to powerful financial solutions, giving you the edge to grow faster, serve better, and build something that’s truly yours. What You’ll Gain: • A leadership track designed for professionals ready to grow a team or scale a firm, • Access to competitive products and advanced planning tools, • Mentorship from seasoned industry leaders and a high-performance peer network, • Marketing and training allowances, back-office support, and business-building resources, • Flexible, remote-first structure — you're in control of your time and growth, • Performance-based compensation, residuals, and incentive bonuses, • Comprehensive benefits: health, dental, vision, 401(k), pension, and life insurance, • Sponsorship for licensing, if needed (Series 6/7, 65/66, Life/Health) You’re a fit if you: • Have experience in financial services, insurance, or investment advising, • Possess a strong personal/professional network, • Are hungry for autonomy, ownership, and long-term growth, • Want to lead, mentor, and make an impact beyond personal production, • Are authorized to work in the U.S. If you’ve been looking for a place to grow, lead, and build your business, not just someone else’s — this may be the opportunity you've been waiting for. Compensation- Top 1% industry compensation potential. Commission-based with performance bonuses, leadership incentives, and upside potential on earnings. Compensation: $250,000 at plan earnings Responsibilities: • Follow a leadership advancement track with career growth opportunities., • Develop client relationships and provide tailored financial strategies., • Leverage company-provided marketing tools and industry resources., • Offer solutions in insurance, asset accumulation, and retirement planning.Qualifications:, • Must be authorized to work in the US., • Demonstrated leadership or a proven track record of success., • Excellent communication and relationship-building abilities., • Highly motivated with a strong work ethic., • Minimum 2+ years of experience in financial services, investment advising, or insurance, • Active licenses preferred:, • Life & Health Insurance License, • FINRA Series 6/7 and Series 65 or 66 (or willingness to obtain — sponsorship available), • Demonstrated success in:, • Client acquisition and retention, • Financial planning or investment strategy development, • Building and maintaining a book of business, • Strong personal/professional network with business development capability, • Entrepreneurial mindset with a drive to build and lead a team or practice, • High-level communication, interpersonal, and consultative skills, • Self-motivated, disciplined, and goal-oriented, • Tech-savvy — comfortable using virtual meeting tools, CRM platforms, and planning software, • Committed to high ethical standards and client-first principles, • Must be authorized to work in the U.S.About Company At Falcon PG, we believe in the power of entrepreneurship—driving positive change in our communities and helping families build lasting financial security. We've been at the forefront of empowering individuals to thrive, regardless of life’s uncertainties. Our innovative financial products give families the tools to confidently plan for tomorrow while navigating today’s challenges. We offer a dynamic, entrepreneurial platform with world-class training, cutting-edge resources, and unmatched support to grow and scale your practice. You’ll have the freedom to build your own business, develop authentic client relationships, and craft tailored financial solutions that truly make a difference. We’re looking for motivated professionals with an entrepreneurial spirit, ready to create their own success. If you're a driven self-starter and passionate about making an impact, we’d love to connect. Let’s build something extraordinary—together!

Job Description Pet Insurance Sales Associate About Fetch At Fetch, we're dedicated to helping pets live their healthiest and happiest lives. Our comprehensive insurance coverage is designed with modern pet parents in mind, and we're proud to support the animal shelter community. We believe in ensuring pets receive the best care possible and are committed to making that vision a reality every day. Fetch is a high-growth Warburg Pincus portfolio company with an expanding team of over 350 pet-loving employees working together to shape the future of pet health and wellness. About the Industry The pet insurance industry is more important than ever, offering peace of mind and financial protection for pet owners. The sector is expanding quickly, fueled by growing awareness of the need for accessible, high-quality veterinary care. With advances in veterinary medicine, pets now have access to the most effective treatments available, making pet insurance an essential component of modern pet care. *P&C License Required We are currently seeking a Pet Insurance Sales Associate to join our amazing team. Successful candidates will be goal-oriented, focused on converting opportunities into sales, while delighting customers. You are someone that has a passion for furry friends and wants to help their human companions understand the value of protecting them with the most comprehensive pet insurance available. You will have a customer-first mindset, listening to the customer's needs and working with them to create the best outcome. Responsibilities: • Representing Fetch as a confident, friendly, trusted advisor to sell pet insurance policies to prospective pet parents at our partner location in the Escondido, CA area, • Communicating competitive advantages of Fetch; demonstrating a deep understanding of Fetch and competitor pet health insurance products, • Turning prospects into loyal clients, raving fans, and repeat customers, • Accurately recording prospect and customer information in Fetch CRM, • Establishing productive, professional relationships with key personnel at our partner locations to assist in meeting performance objectives and partner expectations monthly, • Proactively assessing partner needs on an ongoing basis through onsite focus and follow-up meetings, • Collaborating with leadership to identify opportunities for new business, • Communicating with your peers via chat to identify challenges and successes, • Virtually attending monthly company meetings or check-ins as required, • Managing expense budget and submitting completed reports monthly, • Managing all administrative tasks and responsibilities relative to the partnership, • Living up to Fetch's commitment to continuously exceed customer expectations Required Skills: • Ability to structure your work week during peak hours a must (Friday-Sunday) when it is most lucrative for the agent, • Active Property & Casualty (P&C) license or willing to obtain a P&C license at the expense of the Company within 30 days of employment (subject to state requirements), • Proven self-starter with 3-5 years of an animal care role, preferred but not required, • Energized by being an industry pioneer, • Passion for prospecting new sales opportunities on a daily basis (must enjoy speaking with people face to face), • Familiar with animal health or animal welfare a plus, but not required, • Ability to think and act independently within a fast-paced sales cycle, • Proven success in building relationships using a consultative, solution-focused approach, • Demonstrated customer service skills and the ability to understand Fetch's customers' needs, • Must be willing to travel to various industry events as required, • Excellent verbal, interpersonal and written communication skills, • Exhibits excellent business judgment, • Positive attitude, • Sets the bar high for team standards, • Along with base salary, your position may qualify for additional bonuses At Fetch, we recognize the importance of work-life balance and prioritize our employees' mental health and well-being, ensuring everyone can flourish both professionally and personally. Not just pets, we want our employees to live their best lives too - here at Fetch, you have access to the valuable benefits listed below. • Comprehensive Medical, dental, and vision plan for you and your family, • Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are available, • Highly competitive 401(k) matching, • Generous 20-day PTO Policy, with rollover options. Earn an additional day of PTO each year on your anniversary with Fetch, for a maximum of 30 days, • Paid company (9) holidays, including (1) floating holiday, • Fetch Pet Insurance discount - up to 50% off, up to $1,000 savings/year, • Educational Assistance Program, • Fetch Discount Perks Program, • Volunteering - earn up to 8 hours per calendar year at nonprofit organizations, • NYC Office Amenities: Pet-friendly environment, free lunch, snacks, and additional amenities; transit accessible, • Employee Referral Incentive, • Tuition Assistance, • Commuter Benefits, • Employee Assistance Program (EAP) EEO Statement Fetch is proud to be an equal opportunity employer.

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Provides financial planning services by advising the cus