Trabajos financial advisor en Santa Ana, California - Page 3Crear alertas

Job Description Come work with us!! We want you to join our team, why you ask? Well, we are one of the top places to work in Orange County. That’s right, Optimum has been recognized as one of OC Top Places to Work for the past 5 years. We offer competitive salaries, encourage work life balance and a strong support staff for our fantastic team of Community Managers. WHO WE ARE Our company strives for excellence, we are passionate about providing our customers with the highest quality of service, we work as a team, care for one another, and are honest and ethical. Our people are our greatest asset and therefore, we understand and strive to provide a good work life balance for all our employees. These core values not only characterize what we look for in our employees, they also guide us as an organization. We welcome and encourage creative individuals with innovative ideas who possess the same passion in what we do. We strive to create an environment that is respectful, diverse and excitingly fast-paced. OUR COMMITMENT Our focus is to elevate industry service standards following our 26-year service vision. Our vision serves as the framework for our roadmap and guides every aspect of our business by describing what we need to accomplish in order to continue achieving sustainable, quality growth. We are committed to enhancing our leadership and industry expertise to become the premier choice in community management. We are known to provide the best Community Manager support in the industry! We are looking for an Experienced Community Manager that understands the benefits of a team culture and works with support staff to exceed the expectations of our clients and vendors. Our priority is ensuring quality service and striving to be better than our competitors. HOW WE INVEST IN YOU We offer a competitive salary along with medical, dental, life insurance, 401K match, mileage reimbursement, paid vacation, paid sick leave and paid holidays. We compensate you for effectively managing six or more associations, along with a portion of all Management extras. We provide a work life balance by providing flex time and a generous amount of paid time off. We are proud of our on-going training program, paid CAI classes, certification opportunities and professional growth. These are just a few ways we invest in YOU! RESPONSIBILITIES • Manage a portfolio of community associations, attends monthly board meetings, acts as an advisor to the Board of Directors, homeowners and vendors, • Work off of an annual calendar, solicit proposals, review proposals/contracts, prepare bid comparisons, review and approve all payables and review monthly and annual financial statements, • Check in with supervisor daily to advise of any issues or concerns, • Manage deadlines and responsible for client retention, • Provide support in the areas of administration, annual meeting preparation, audit & Tax Filing and budget coordinator., • Minimum of 3 years HOA experience, • CMCA, CCAM, or PCAM Certification Preferred, • High ethical standards, motivated and flexible, • Ability to work in a fast paced environment, work well under pressure and adhere to deadlines, • 4 year college degree preferred but not required, • Customer service driven, must be able to deal with all types of personalities, • Excellent communication skills, • Multitask, prioritize and adhere to deadlines, • Critical thinking & problem solving skills, • Strong organizational and time management skills, • Proficient in Microsoft Office

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien

A leading financial services firm in California seeks motivated individuals to join as agents. This is an excellent opportunity for anyone looking to earn unlimited income in the financial sector.

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