Company

Fof Legacy Wealth AdvisorsSee more

addressAddressPasadena, CA
type Form of workPart-time | Full-time
salary SalaryFrom $100 an hour
CategoryAccounting/Finance

Job description

About us

We are professional, agile, professional and our goal is to offer financial education to clients and help our associates grow personally as well as financially.

Our work environment includes:

  • Modern office setting
  • Work-from-home days
  • Growth opportunities
  • Supportive partners

Responsibilities:
- Provide exceptional customer service by assisting customers with their financial needs and inquiries
- Promote financial products and services to customers, that help enhance their financial situation and plan for retirement
- Build and maintain strong customer relationships through effective communication and relationship management

Must be 18+

Experience:
No experience needed

Associates can set their own hours/schedule and would be their own boss. Please note that this job description is not exhaustive, and additional responsibilities may be assigned as needed.

Job Types: Full-time, Part-time

Pay: From $100.00 per hour

Expected hours: No less than 8 per week

Benefits:

  • Employee assistance program
  • Flexible spending account
  • Life insurance
  • Opportunities for advancement
  • Paid time off
  • Referral program
  • Retirement plan

Experience level:

  • No experience needed

Physical setting:

  • Office

People with a criminal record are encouraged to apply

Application Question(s):

  • Do you hold a life license?
  • Are you willing to obtain a life license?

Work Location: Hybrid remote in Pasadena, CA 91107

Benefits

Flexible spending account, Paid time off, Employee assistance program, Opportunities for advancement, Life insurance, Referral program, Retirement plan
Refer code: 9317478. Fof Legacy Wealth Advisors - The previous day - 2024-05-27 01:40

Fof Legacy Wealth Advisors

Pasadena, CA

Share jobs with friends

Senior Registered Client Service Associate-Newport Beach, CA

Raymond James Financial, Inc.

$60.3K - $76.4K a year

Newport Beach, CA

2 months ago - seen

Client Service Associate

Edelman Financial Engines

$70.7K - $89.6K a year

Roseville, CA

2 months ago - seen

Shared Services Associate II

Pennymac Financial Services

Moorpark, CA

2 months ago - seen

Client Service Associate / Executive Assistant (RH01)

Ameriprise Financial

$60,000 - $65,000 a year

San Diego, CA

2 months ago - seen

Client Service Associate

Morling Financial Advisors

$65,000 - $80,000 a year

Fremont, CA

2 months ago - seen

Financial Services/Class Action Associate Attorney

Usa Compression

$150,000 - $225,000 a year

Los Angeles, CA

2 months ago - seen

Financial Planning / Client Service Specialist

Shah & Associates / Ameriprise Financial

Chino Hills, CA

3 months ago - seen

Remote Financial Sales Associate

Essex Services Llc

San Diego, CA

3 months ago - seen

Financial Services Associate I

Sierra Central Credit Union

Chico, CA

3 months ago - seen

Client Service Associate- Thousand Oaks, CA

Forum Financial Management

$42.9K - $54.3K a year

Thousand Oaks, CA

3 months ago - seen

Associate Asset Manager

Pnc Financial Services Group, Inc.

Calabasas, CA

3 months ago - seen

Client Services Associate

The Pacific Financial Group

$43K - $54.5K a year

Anaheim, CA

4 months ago - seen

Client Service Associate

Lpl Financial Holdings, Inc.

Walnut Creek, CA

4 months ago - seen

Registered Client Service Associate

Ameriprise Financial

Los Angeles, CA

4 months ago - seen

Wealth Management Associate

Lifepro Financial Services

$65,000 - $80,000 a year

San Diego, CA

4 months ago - seen

Client Service Associate-Los Angeles, CA

Raymond James Financial, Inc

Los Angeles, CA

5 months ago - seen

Chief Financial Officer (CFO) Financial Services

Dunham & Associates Investment Counsel, Inc.

San Diego, CA

5 months ago - seen

Client Service Associate-Newport Beach, CA

Raymond James Financial, Inc

Newport Beach, CA

6 months ago - seen