ZipRecruiter

Log In

1

Priority Plus Financial Jobs in California (NOW HIRING)

PSG Global Solutions

Senior Java Developer

Burbank, CA · On-site

$61.25 - $78/hr

This commitment is a trademark and absolute first priority. It built long lasting client ... plus - Financial systems experience (accounting, payroll, etc.) a plus - BSCS or equivalent ...

Kia America

Finance Administrator

Irvine, CA

$63K - $82K/yr

Priority Three - 15% * Perform various financial analyses on Company's internal program/data: gross ... Automotive industry experience a plus Directly Related Experience: * 3+ years of financial ...

Kia America, Inc.

Finance Administrator

Irvine, CA · On-site

$63K - $82K/yr

Priority Three - 15% * Perform various financial analyses on Company's internal program/data: gross ... Automotive industry experience a plus Directly Related Experience: * 3+ years of financial ...

Apple

Finance Specialist, Apple Watch

Cupertino, CA · On-site

... Financial Manager) are a plus Detailed knowledge of product development cycles & strong ... on priority tasks Superior attention to detail with a strong commitment to rigor and excellence.

Qualia

Sr. Financial Analyst, FP&A

San Francisco, CA · On-site

$140K - $165K/yr

Highly organized and self-directed - comfortable managing multiple high-priority projects in a fast ... This role has a base annual salary of $140,000-$165,000 plus a competitive equity and benefits ...

Qualia

Sr. Financial Analyst, FP&A

San Francisco, CA · Hybrid

$140K - $165K/yr

Highly organized and self-directed - comfortable managing multiple high-priority projects in a fast ... This role has a base annual salary of $140,000-$165,000 plus a competitive equity and benefits ...

Metropolis

Senior Financial Analyst

Los Angeles, CA

$95K - $120K/yr

... priority deliverables under tight deadlines While not required, these are a plus: * Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field * MBA or CFA track 4 Days in ...

Metropolis

Senior Financial Analyst

Los Angeles, CA · On-site

$95K - $120K/yr

... priority deliverables under tight deadlines While not required, these are a plus: * Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field * MBA or CFA track 4 Days in ...

Metropolis

Senior Financial Analyst

Los Angeles, CA

$95K - $120K/yr

... priority deliverables under tight deadlines While not required, these are a plus: * Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field * MBA or CFA track 4 Days in ...

next page

Showing results 1-20

All JobsPriority Plus Financial JobsPriority Plus Financial Jobs in California

Priority Plus Financial information

What is the difference between Priority Plus Financial vs Financial Advisor?

AspectPriority Plus FinancialFinancial Advisor
CredentialsCertifications like CFP, Series 7, Series 66CFP, CFA, Series 7, Series 66 often required
Work EnvironmentFinancial firms, banks, investment companiesFinancial planning firms, banks, independent practices
Industry UsageUsed in banking, investment, and financial servicesCommonly used in personal financial planning and investment advising

Priority Plus Financial typically refers to a specific financial service or product offering, whereas a Financial Advisor is a professional providing personalized financial planning and investment advice. While both operate within the financial industry and may require similar certifications, the term Priority Plus Financial often relates to a branded service or account type, whereas Financial Advisor describes a role or profession.

What does a typical day look like for a financial consultant at Priority Plus Financial?

As a financial consultant at Priority Plus Financial, your day often involves meeting with clients to assess their financial situations, discussing debt management solutions, and customizing plans to help them achieve financial stability. You'll collaborate closely with team members in sales and customer support to ensure clients receive accurate information and timely assistance. Staying organized is key, as you'll juggle multiple client cases, follow up on progress, and keep up-to-date with regulatory requirements and company products. The role is both client-facing and administrative, offering a dynamic environment where proactive communication and empathy are highly valued.

What is Priority Plus Financial and what services do they offer?

Priority Plus Financial is a company that specializes in debt relief solutions for individuals facing financial hardship. They offer services such as debt settlement, debt consolidation, and financial consultation to help clients manage and reduce unsecured debt. Their programs are designed to negotiate with creditors on your behalf, potentially lowering the total amount owed and making repayment more manageable. Priority Plus Financial aims to provide personalized plans based on each client's unique financial situation.

What are the key skills and qualifications needed to thrive as a Financial Advisor, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, a solid understanding of financial planning and investment strategies, and typically a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as CFP (Certified Financial Planner) or Series 7/63 licenses are commonly required. Excellent communication, relationship-building, and ethical judgment are vital soft skills for building trust and understanding client needs. These skills and qualifications are crucial for providing sound financial advice, maintaining compliance, and fostering long-term client relationships.
What are popular job titles related to Priority Plus Financial jobs in California? For Priority Plus Financial jobs in California, the most frequently searched job titles are:
What job categories do people searching Priority Plus Financial jobs in California look for? The top searched job categories for Priority Plus Financial jobs in California are:
What cities in California are hiring for Priority Plus Financial jobs? Cities in California with the most Priority Plus Financial job openings:
Priority Plus Financial jobs near you
Infographic showing various Priority Plus Financial job openings in California as of July 2026, with employment types broken down into 33% Full Time, and 67% Part Time. Highlights an 100% In-person job distribution.

Personal Loan Consultant

PRIORITY PLUS FINANCIAL LLC

Costa Mesa, CA • On-site

$35K - $200K/yr

Full-time

Posted 9 days ago

Job description

Personal Loan Consultant – Job Description

Department: Sales / Client Services
Reports To: Management Team
Location: 3200 Park Center Drive Ste 400, Costa Mesa, Ca 92626

Position Summary

The Personal Loan Consultant is responsible for managing inbound and outbound consumer inquiries to determine eligibility for loan programs and alternative financial solutions offered through Priority Plus Financial. This position requires strong communication skills, the ability to build rapport quickly, and the discipline to follow established workflows in a fast-paced environment. The Personal Loan Consultant plays a key role in converting qualified leads into funded accounts.

Key Responsibilities

Inbound & Outbound Client Engagement

• Handle high-volume incoming and outgoing calls in a professional, timely manner.
• Conduct initial qualification screenings using company standards and scripts.
• Assess consumer needs and identify appropriate loan programs or alternative options.
• Provide clear explanations of program details, next steps, and required documentation.

Sales & Performance Execution

• Meet or exceed individual performance quotas, including contact rates, lead conversions, and quality metrics.
• Follow prescribed call flow, sales techniques, and compliance requirements.
• Maintain an organized pipeline and track follow-up activities to maximize conversion opportunities.
• Collaborate with teammates and management to improve team performance and overall customer experience.

Compliance & Documentation

• Record all call outcomes, notes, and required data accurately in the CRM system.
• Adhere strictly to company policies, confidentiality expectations, and regulatory guidelines.
• Maintain ethical standards and ensure all communication is compliant with state, federal, and company requirements.

Training & Continuous Development

• Successfully complete the company’s training program, demonstrating proficiency before transitioning to regular compensation structure.
• Participate in ongoing coaching, quality monitoring, and skill development sessions.
• Adapt to updated policies, product changes, and performance expectations as directed.

Qualifications

Required

• Excellent verbal communication skills and professional phone presence.
• Ability to multitask, manage time effectively, and follow structured processes.
• Basic computer literacy, including the use of CRM or call-tracking software.
• Strong organizational and follow-through skills.

• Ability to meet performance metrics in a results-driven environment.

Preferred

• Prior experience in customer service, call center operations, or sales.
• Background in financial services or consumer lending.
• Demonstrated ability to meet performance metrics in a results-driven environment.

Work Environment

• This is an in-office role located at 3200 Park Center Dr. Ste 400, Costa Mesa, Ca 92626
• Requires extended periods of computer and phone use.
• Fast-paced, quota-driven environment with frequent coaching and performance evaluation.

Compensation Structure

• Pay: $16.90 per hour as a draw against uncapped commission

• Eligibility for applicable company benefits according to policy.

Employment Status

This job description is not an employment contract. Duties may be modified at any time based on business needs. Employment with Priority Plus Financial is at-will and may be terminated at any time by either party, with or without cause or notice.

Apply