- Serve as a money coach, providing financial education and personalized guidance to employees/clients.
- Design, prepare, and facilitate engaging workshops and presentations designed to educate and support employees/clients.
- Source, generate and refer qualified leads to internal teams to support business development efforts.
- Effectively prioritize and manage multiple tasks while meeting deadlines in a timely and organized manner.
- Develop the knowledge and confidence to handle basic financial planning independently, without requiring input from the Team.
- Enhance phone skills by executing plan and seeking lead oppurtunities.
- Build additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate.
- Maintain strict commitment to compliance with all company and industry rules and regulations and adhere to federal, state, local, and company laws, regulations, and policies.
- Perform other duties as assigned.
- Communicate with Spanish-speaking employees/clients.
- Provide bilingual support by communicating with Spanish-speaking employees/clients and delivering translated presentations and recorded content in Spanish.
- Competitive Compensation
- Comprehensive Medical, Dental, and Vision Insurance
- Life Insurance
- Long Term Disability
- Supplemental Insurance
- Paid Time Off and Holidays
- Employee Advantage Program
- Employee Assistance Program
- 401(k) Matching
- Eligible Profit Sharing
- Career Development, Mentorship and Education
- Team Events
- Achievement Awards and Trips
- Series 65 Licensing
- Bachelor's degree preferred in education, business, finance, or related field.
- A drive for professional development and a passion for working with people.
- Comprehensive knowledge of topics related to financial planning including securities and retirement plans.
- FINRA Series 65 license preferred; or candidates must obtain within 3 months of hire.
- Proficient in Microsoft Outlook and Microsoft Office Suite, including PowerPoint for presentations.
- Interest in knowledge building and applying ERS focus areas to daily activities.
- Self-starter and collaborator with other Money Coaches, to build a profitable program to help employees financially.
- Excellent with proactively preparing for and conducting workshops to educate employees.
- Communicate clearly and effectively in English demonstrating confident, articulate, and professional verbal and written communication skills.
- Ability to prioritize and organize tasks in a timely manner with a high attention to detail.
- Exceptional interpersonal and client service skills.
- Strong analytical and problem-solving skills.
- Capacity to accept feedback and training.
- High degree of integrity with the ability to maintain confidentiality.
- Proficiency with technology platforms
- Fluent in written and verbal Spanish, preferred.
-
We are seeking a dedicated Money Coach in San Diego, CA to empower clients in achieving financial wellness. · Responsibilities Include · Assessing clients' financial situations and goals · Providing personalized budgeting, saving, and debt management strategies · Educating client ...
San Diego, CA $45,000 - $95,000 (USD) per year1 week ago
-
The Employer Retirement Solutions Money Coach is a vital member of the integration team. · Serving as a Money Coach, the advisor educates and guides employees in financial wellness while generating qualified leads to support team objectives in a collaborative, · client-focused en ...
San Diego1 month ago
-
The Employer Retirement Solutions Money Coach is a vital member of the integration team, partnering with Employer Retirement Solutions (ERS) to deliver exceptional client service and comprehensive financial planning. The Money Coach will focus on completing key licensing requirem ...
San Diego1 month ago
-
: · Please ensure you read the below overview and requirements for this employment opportunity completely. · Job Summary · The Employer Retirement Solutions Money Coach is a vital member of the integration team, partnering with Employer Retirement Solutions (ERS) to deliver excep ...
San Diego $45,000 - $95,000 (USD) per year4 hours ago
-
The Employer Retirement Solutions Money Coach is a vital member of the integration team. · Serve as a money coach. · Design workshops. · ...
San Diego, CA1 month ago
-
Job Type · Full-time · Description · Job Summary · The Employer Retirement Solutions Money Coach is a vital member of the integration team, partnering with Employer Retirement Solutions (ERS) to deliver exceptional client service and comprehensive financial planning. The Money Co ...
San Diego, CA $45,000 - $95,000 (USD) per year1 week ago
-
· Full-time · Description · Job Summary · The Employer Retirement Solutions Money Coach is a vital member of the integration team, partnering with Employer Retirement Solutions (ERS) to deliver exceptional client service and comprehensive financial planning. The Money Coach will ...
San Diego, CA $45,000 - $95,000 (USD) per year1 week ago
-
We are seeking a dedicated Money Coach in San Diego, CA to empower clients in achieving financial wellness. · Responsibilities Include · Assessing clients' financial situations and goals · Providing personalized budgeting, saving, and debt management strategies · Educating client ...
San Diego $45,000 - $95,000 (USD) per year1 week ago
-
: · All candidates should make sure to read the following job description and information carefully before applying. · Job Summary · The Employer Retirement Solutions Money Coach is a vital member of the integration team, partnering with Employer Retirement Solutions (ERS) to del ...
San Diego $45,000 - $95,000 (USD) per year5 days ago
-
The Money Coach will focus on completing key licensing requirements and delivering exceptional client service and comprehensive financial planning. · Bachelor's degree preferred in education, business, finance or related field. · A drive for professional development and a passion ...
San Diego Full time1 month ago
-
The Money Coach will focus on completing key licensing requirements and educating employees in financial wellness while generating qualified leads to support team objectives. · Serve as a money coach, providing financial education and personalized guidance to employees/clients. · ...
San Diego, CA1 month ago
-
No experience needed. Fast training. Big income potential. · Talk with homeowners (door-to-door). Explain our pest control service. Help customers sign up. · ...
San Diego $20,000 - $0 (USD) InternshipSHIP1 month ago
-
We are the largest provider of tax preparation software and services with TurboTax serving ~35M households and over · We're searching for an experienced, · experienced VP of Technology (Engineering) · leader - as a Head Architect - who has deep SaaS experience delivering new pro ...
San Diego $291,000 - $393,500 (USD)1 month ago
-
Built For Competitors Who Miss The Game. · If you played a sport at the college level or above, you probably already have what it takes to excel as a real estate agent within our culture. · This is a high-performance environment built exactly like a championship-level sports team ...
San Diego $75,000 - $125,000 (USD)6 days ago
-
Make a difference every day in the lives of the underserved · Join a mission driven organization with a people first culture · Excellent career growth opportunities · Join Us And Find a Career That Supports · Caring for overlooked, underserved, and vulnerable patients · Diversity ...
San Diego1 week ago
-
Make a difference every day in the lives of the underserved Join a mission driven organization with a people first culture Excellent career growth opportunities · ...
San Diego1 month ago
-
+Job summary · The Last Job Posting You'll Ever Need to Read · +Use our proven strategies to bring in clients. · ...
San Diego1 month ago
-
We're building a team for people like you who want that feeling back.This is a high-performance sales environment built exactly like the teams you thrived on: clear scoreboard, elite coaching, daily competition, and a locker room environment with like-minded people who care about ...
San Diego1 month ago
-
Director of Multifamily Coaching & Acquisitions · DealXer · Full-Time | In-Office | Performance-Driven Environment · About DealXer · DealXer is building a national multifamily acquisition and wholesaling platform across 10 major U.S. markets. · We target: · • 50–500 unit properti ...
San Diego1 week ago
-
We are seeking an Events Specialist to work on various events. Responsibilities include setting up booths, working weekends and evenings as needed. · Work events · Set-up booth for events · Work weekends and possibly evening shifts. · ...
San Diego1 month ago
-
We are building a team for people who want to feel like they did in college sports. This team will have clear goals, elite coaching, daily competition, and a locker room environment with like-minded people. · ...
San Diego3 weeks ago
Money Coach - San Diego - Trilogy Financial
Description
:Please ensure you read the below overview and requirements for this employment opportunity completely.
Job Summary
The Employer Retirement Solutions Money Coach is a vital member of the integration team, partnering with Employer Retirement Solutions (ERS) to deliver exceptional client service and comprehensive financial planning.
The Money Coach will focus on completing key licensing requirements which includes the Series 65.Serving as a Money Coach, the advisor educates and guides employees in financial wellness while generating qualified leads to support team objectives in a collaborative, client-focused environment.
Essential DutiesRequirements:
Minimum Qualifications
Salesforce, eMoney, Zoom, Microsoft Office Suite, including Excel and PowerPoint for presentations.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This position requires prolonged periods of time sitting or standing at a desk and working on a computer. The position and duties must be performed in the branch office. xmcpwfu If performing work in a remote location, all compliance and office safety requirements apply.
#zr
PM21
Compensation details:
7 Yearly Salary
-
Money Coach
Only for registered members San Diego, CA
-
Money Coach
Only for registered members San Diego
-
Money Coach
Only for registered members San Diego
-
Money Coach
Trilogy Financial- San Diego
-
Money Coach
Only for registered members San Diego, CA
-
Money Coach
Only for registered members San Diego, CA
-
Money Coach
Only for registered members San Diego, CA
-
Money Coach
Only for registered members San Diego
-
Money Coach
Trilogy Financial- San Diego
-
Money Coach
Full time Only for registered members San Diego
-
Money Coach
Only for registered members San Diego, CA
-
Entry-Level Summer Sales Internship
InternshipSHIP Only for registered members San Diego
-
Distinguished Engineer
Only for registered members San Diego
-
FORMER ATHLETES Wanted for Elite Real Estate Team
Only for registered members San Diego
-
Area Operations Manager
Only for registered members San Diego
-
Healthcare Operations Specialist
Only for registered members San Diego
-
Business Consultant
Only for registered members San Diego
-
FORMER ATHLETES Wanted for Elite Real Estate Team
Only for registered members San Diego
-
Director of Multifamily Coaching
Only for registered members San Diego
-
Events Specialist
Only for registered members San Diego
-
FORMER ATHLETE Wanted for Championship Real Estate Team
Only for registered members San Diego