the smart solution for San Diego jobs

Financial Retirement Specialist

Company: GLP & Associates
Location: San Diego
Posted on: May 18, 2019

Job Description:

GLP & Associates is a financial services company established in 1969. We specialize in the enrollment of public school employees into their qualified pre-tax savings program. We operate throughout the states of California, Texas and Michigan. GLP's unique training and consumer education has made us an industry leader. We have dominated our niche marketplace for over 47 years. GLP specializes in taking individuals with no financial services background and organically developing and supporting them to become highly successful representatives. We have Thousands of individuals who want and need to be seen by our representatives.
We are seeking a Retirement Specialist to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base Qualifications:
    • Previous experience in banking or finance a plus but not required
    • Ability to build rapport with clients
    • Strong analytical and critical thinking skills
    • Excellent written and verbal communication skills
    • Self-motivated mindset to drive results What we offer:
      • Unlimited income potential
      • Multiple bonus & incentive opportunities offered by the agency & insurance carriers
      • Annual Conventions
      • Paid Training including classroom & field training
      • Warm leads- NO COLD CALLING
      • On-going training & support
      • Local Administrative support
      • Advancement Opportunities
      • Gas Allowance (based on requirements)
      • Car Allowance (based on requirements)
      • Proprietary software & presentation tools at no charge
      • Great work/life balance What other companies would call:
        • Account Executive
        • Sales Representative
        • Sales Associate
        • Financial advisor
        • Financial planner
        • Investment advisor
        • Account Manger

Keywords: GLP & Associates, San Diego , Financial Retirement Specialist, Accounting, Auditing , San Diego, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Accounting, Auditing Jobs

International Accounting Manager
Description: International Accounting Manager Tracking Code Job Description International Accounting Manager What you'll be doing: With a primary focus on International Accounting, this role is responsible (more...)
Company: Tandem Diabetes Care
Location: San Diego
Posted on: 05/26/2019

Financial Advisor
Description: Edward Jones br br Financial Advisor Job Description br br Start a brand new career with support and flexibility. We're looking for professionals with a track record of success to join our growing (more...)
Company: Edward Jones
Location: Oceanside
Posted on: 05/26/2019

Junior Accountant - Salaried Professional Service
Description: Ref ID:00350-9501961116Classification:Accountant - Entry LevelCompensation:DOEAre you an entry-level or Junior Accountant looking to take the next step in your career Accountemps' Salaried Professional (more...)
Company: Accountemps
Location: Irvine
Posted on: 05/26/2019

Senior Cook
Description: UC San DiegoSenior CookFiling Deadline: Thu 6/6/2019Salary Range: 17.57 - 23.21 / HourResponsible for the preparation of quality food in a cafeteria and/or cash operation. Responsibilities include the (more...)
Company: University of California San Diego
Location: La Jolla
Posted on: 05/26/2019

Financial Assistant
Description: ABOUT US: Established in 1946, Bergelectric Corp. has made its mark on the construction industry by providing the highest quality electrical and technology systems. We are one of the largest, privately (more...)
Company: Bergelectric Corp.
Location: Escondido
Posted on: 05/26/2019

Senior Analytics Associate, Go-to-Market Strategy & Process
Description: Requisition Number: br br 204699 br br Position Title: br br IP Capture br br External Description: br br As the Sr. Analytics Associate, GTM Strategy Process, you will be responsible (more...)
Company: Teradata
Location: San Diego
Posted on: 05/26/2019

Data Entry Clerk
Description: Ref ID:00680-9501961055Classification:Account Executive/Staffing ManagerCompensation: 15.00 to 17.00 per hourGrowing client companies might have excellent opportunities for highly-skilled and motivated (more...)
Company: Accountemps
Location: Chula Vista
Posted on: 05/26/2019

Accounting Clerk
Description: Beautiful office in North San Diego County is looking to grow their expanding team and add an experienced and hard working accounting clerk Pay begins at 46k depending on experience.Candidate must have (more...)
Company: AppleOne
Location: Carlsbad
Posted on: 05/26/2019

Merrill Edge Financial Solutions Advisor Development Program - Torrey Hills Financial Center
Description: Job Description: br br At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a (more...)
Company: Bank of America
Location: San Diego
Posted on: 05/26/2019

Billing Clerks
Description: Ref ID:00240-9501925713Classification:Billing ClerkCompensation: 19.00 to 24.00 per hourThe market is heating up for accounting professionals. If you have strong attention to detail and a knack for prioritizing (more...)
Company: Accountemps
Location: Escondido
Posted on: 05/26/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Diego RSS job feeds