Open-Architecture Investment Advisor
LPL Financial
A financial services partnership based in Napa, CA is seeking an Investment Representative to join Redwood Credit Union. This role involves servicing existing clients, building a strong client base through referrals, and creating tailored investment solutions. Candidates must hold Series 7 and 66 licenses, along with insurance credentials. This position offers the chance to leverage community reputation and a supportive environment for personal and professional growth, with a competitive pay range of $80,371.20 to $105,000.#J-18808-Ljbffr
$80.37k - $105k
...Napa, CA would allow you to join the Investment Program at Redwood Credit Union as an... ...reputation and community standing Advisor partnership and support Access to our... ...a suite of customized services An open architecture platform with access to thousands of investment...SuggestedLocal area- ...Financial Advisor OpportunityThis job posting is anticipated to remain open for 30 days, from 13-Mar-2026. The posting may close early due to the volume of applicants... ...offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
$31.53 - $42.55 per hour
Credit AnalystBank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Credit Analyst to join our Napa Commercial Banking Office in Napa, California.In a team-oriented environment, maintain a high degree ...SuggestedWork experience placementBank staffWork at office$132.85k - $185.98k
Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Portfolio Manager II to join our Commercial Banking Office in our Napa Redwood office. The Portfolio Manager II requires to be onsite and Senior Portfolio...SuggestedWork experience placementBank staffWork at office- ...to solutions that meet the financial goals. This position is open for the entire market and the specific Financial Center... ...network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$120k - $160k
...Job Description Job Description Senior Investment Associate / Senior Acquisitions Associate Napa, CA (On-Site) A well-established and growing real estate investment firm in Napa is seeking a Senior Investment Associate to play a key role in evaluating, underwriting...- Bank of Marin in Napa is seeking a Portfolio Manager II to manage loan applications and oversee risk compliance for clients. The role requires 7-10 years of banking experience and a bachelor’s degree in a related field. Responsibilities include credit analysis, loan...
$28.85 - $33.65 per hour
...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...deliver Bank of America’s core banking, investment solutions and approach to client care. We... ...and rotating SaturdaysThis position is open for the entire market and the specific...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...deliver Bank of America’s core banking, investment solutions and approach to client care. We... ...and rotating SaturdaysThis position is open for the entire market and the specific...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial...Immediate startAfternoon shift
$25 - $26.77 per hour
...to solutions that meet the financial goals. * This position is open for the entire market and the specific Financial Center location... ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$25 - $26.77 per hour
...meet the financial goals. Position Availability This position is open for the entire market and the specific Financial Center... ...network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$76.84k - $81.4k
...WAB can meet those requirements. Negotiates service terms and fees of business relationships to provide acceptable return on investment for Bank and client. Determines best service instrument or combination of accounts that provides client with greatest potential...Full timeWork experience placement- ...This job posting is anticipated to remain open for 30 days, from 11-Aug-2026. The... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ..., modeling scenarios, and helping align investments to client goals, life events, and long-term...Full timeTemporary workFlexible hours
- ...Associate Private Client Financial Advisor (LO)Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com...Hourly payMinimum wageOngoing contractWork experience placementWork at officeImmediate start
- ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients... ...specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and...Work at officeLocal area
- ...leased properties.• Build scenario models for blend choices, new product opportunities, product portfolio decisions, and capital investments such as vineyard development, replanting, or acquisitions.Requirements• 3+ years of experience in financial analysis, FP& A, or a...
$90k - $95k
...Resnick, through their foundations and The Wonderful Company, have invested more than $2.5 billion in education, health and wellness,... ...Merlot, Syrah, Sauvignon Blanc, and red blends.Lewis recently opened its new Napa Valley tasting room in the historic Stags Leap District...Full timeLocal areaFlexible hoursAfternoon shift- ...asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products... ...Written Communications Schedule: Monday-Friday Open availability required + some Saturdays Minimum Education Requirement...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$150k - $180k
Job Description JOB DESCRIPTION: $150K-$180K SEEKING HIGH-END RESIDENTIAL DRYWALL ESTIMATORS GPAC: #1 Drywall Recruiting Firm in North America: WORK FOR A LEADING CONTRACTOR I am working with a well-respected, firmly established Drywall Contractor...For contractors- Join BMO Financial Group as a Retail Relationship Banker to support our DeNovo branch expansion. You will help launch new locations, shape team culture, and drive client growth from day one. Deliver exceptional service, assess client needs, and guide them through financial...
$45.9k - $75.9k
...preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients...Part timeLocal areaImmediate startDay shift- Job Description Job Description Responsibilities Prepare detailed estimates and bids for commercial electrical construction projects. Review drawings, specifications, and project scope to determine labor, material, and equipment requirements. Obtain and evaluate...Permanent employmentContract workFor contractorsFor subcontractor
- Overview The Estimator is an advanced role responsible for developing estimates and estimating data for more complex BWCC construction projects. This individual utilizes extensive knowledge of large industrial construction projects to provide timely and accurate estimates...Contract workWork at office
- ...protocols to improve customer satisfaction and engagement. Operational Management - Oversee daily tasting room operations including opening, closing, staff scheduling, wine and merchandise inventory, and POS reconciliation. - Ensure facilities are clean, functional,...Full timeSeasonal workWork at officeLocal areaWeekend workAfternoon shift
$25 - $26.77 per hour
...applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$48.24k - $58.97k
...and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging...Full timeTemporary workLocal area$80k - $90k
Job Description: Company Summary Vinattieri 1385, Stag's Leap Wine Cellars, Antinori Napa Valley and Col Solare operate under the ownership of the Antinori family, one of Italy's oldest wine families. Individuals across our organizations share the family's core...Full time- Great opportunity to bring your accounting and analytical skills to a growing company. 100% onsite, 8am-5pm. Will work closely with both the Controller and CFO. Candidate shoudl have the following background: Financial Reporting which includes dashboards, department...Full timeLocal area
$90k - $95k
Lewis Cellars is a luxury Napa Valley winery known for bold red wines and expressive Chardonnays. With more than 30 years of excellence, Lewis Cellars has earned recognition from wine enthusiasts and collectors, including Wine Spectator’s Wine of the Year in 2016 for its...Full timeWork at officeAfternoon shift
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