Senior Member Experience & Financial Health Advisor
Chevron Federal Credit Union
Chevron Federal Credit Union is seeking a Branch Associate to deliver exceptional member service and support. You will assess member needs, recommend products, and help manage funds with precision and care in a fast-paced environment. Responsibilities include handling transactions, assisting with loans, and collaborating with lending partners to support members’ financial goals. A strong English communicator with basic math skills is essential. #J-18808-Ljbffr Chevron Federal Credit Union
- ...vision coverage, and paid time off. The role focuses on delivering exceptional member experiences and handling branch operations in Walnut Creek, CA. You will advise members on financial health and support loan processing and deposits. As part of a team, you’ll engage in...Suggested
- ...Branch Associate in Pleasant Hill, CA to deliver exceptional member experiences and perform daily branch operations. You will assess... ...and compliance. The role emphasizes helping members achieve financial health, handling transactions, and collaborating with internal partners...Suggested
$110.39k - $137.98k
...Senior Instructional Designer At AAA, our Team Members strive to deliver amazing service and help our Members outsmart life's roadblocks. We believe everything... ...systems knowledge Develop effective learning experiences leveraging a variety of media, such as video and...SeniorWork at office3 days per week$74k - $124k
...Consultant to serve as a trusted advisor for assigned clients. This... ...strategic guidance across health and welfare benefit programs.... ...evaluate solutions, conduct financial analysis, and prepare reports... ...00 is offered, determined by experience and qualifications. #J-18808...SeniorFull time$55k - $120k
...Responsibilities Provides financial and investment planning and advice... ...with other team members to deliver a comprehensive banking... ...continually enhance the client experience. Introduces clients to investment... ...Series 7 & 66 licenses. Life and Health Insurance Producer’s License....SuggestedPart timeLocal area- ...Kinder’s in Walnut Creek, CA, is looking for a Senior Digital Experience Manager to lead strategy, ecommerce, CRM, and content across Kinders.com. You’ll align brand, consumer experience, and commerce to turn interest into engagement and purchases. The role oversees...Senior
- A leading financial services firm in California seeks experienced Financial Advisors dedicated to growing a practice and providing high-level advice and service to clients... ..., CFP designation, and 7+ years of relevant experience. The role includes onboarding and servicing...Senior
- ...seeking a part-time Sr Brand Ambassador in Walnut Creek, CA. You will bring our brand to life in-store, providing an amazing shopping experience and representing the company values with your real self daily. You’ll engage guests using the AEO Selling Model, educate them on...SeniorPart time
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Walnut Creek, California to manage client... ...team to support clients through complex financial decisions. A successful candidate will demonstrate client experience, time management skills, and financial planning...Senior
- ...approved menus, overseeing culinary operations in the absence of the Culinary Services Director, and ensuring high-quality dining experiences for residents and families. Responsibilities include menu planning, meal preparation, proper portion control, and collaboration...Senior
$15k
.... Voleon Securities builds on Voleon’s deep real-world experience applying ML to financial markets.Voleon Securities is looking for creative, entrepreneurial... ...experienced finance and technology professionals.As a Senior Member of Research Staff, you will work at the forefront of...SeniorLocal areaImmediate start$90.23k
...infrastructure challenges. We're seeking a Senior Financial Analyst to serve as a strategic... ...capabilities. #LI-DNI Skills & Abilities Experience in Financial Planning & Analysis (FP&A)... ...or written commitments from any other member of the CDM Smith Inc. and its divisions...SeniorContract workWork experience placementH1bWork at office- ...a fiduciary, we simplify complex financial planning with an all-inclusive approach... ...peace of mind You don’t get one advisor - you get The Mather Group. The Senior Financial Planning Associate... ...and high-quality client experience across all advisor relationships....SeniorFull time
- American Eagle Outfitters, Inc. is seeking a part-time Sr Brand Ambassador in Walnut Creek to deliver an exceptional shopping experience for every guest. You’ll showcase AE & Aerie products, share brand loyalty benefits, and adapt across Salesfloor, Cash & Wrap, fitting...SeniorPart timeFlexible hoursWeekend workAfternoon shift
$131.6k - $249.78k
...offers excellent retirement, health, compensation, and investment... ...of multiemployer consulting experience, with a strong working knowledge... ..., life insurance and financial services, and property and casualty... ...consulting actuaries, and other team members by providing technical...Full timeTemporary workWork experience placementWork at officeLocal areaWorldwideFlexible hours$115k - $125k
...creating exceptional food experiences. As our company... ...Analyst will support the financial processes, reporting,... ...Operations teams and supports senior finance leadership... ...s long‑term financial health and strategic... ...We try to be good team members and good communicators...SeniorWork at officeRemote workWork from homeFlexible hoursWeekend work$15k
..., daily catered lunches, and more.As a Senior Member of Research Staff, you will work at the... ...projects focused on enduring challenges of financial market prediction and portfolio... ...models into productionDesign and conduct experiments to improve simulations and evaluate the...SeniorWork at officeLocal areaImmediate startRemote workRelocationWork visa$155k - $180k
...The Role: The Strategic Finance Senior Associate will be a foundational member of our finance team, partnering directly... ...senior leadership to build the financial infrastructure and models that... ...What You’ll Need: 4+ years of experience in strategic finance, investment...Senior$15k
..., daily catered lunches, and more.As a Senior Member of the Optimization Research Staff, you... ...curiosity, collegiality, and creativity.Financial markets are noisy, high-dimensional,... ...models into productionDesign and conduct experiments to improve simulations and evaluate the...SeniorWork at officeLocal areaRemote workRelocationWork visa$120k - $140k
...a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals... ...investment firm in the East Bay on a Senior Fund Accountant opportunity.This is a... ...can evolve based on your experience and strengths, giving you the opportunity...Senior$140k - $170k
Location Palo Alto, CA 94301 Position Title Senior Financial Planner (CFP®) - Private Banking... ...Planner will partner with bankers and advisors to deliver high-quality planning... ...Degree (4 years or equivalent) Minimum experience required: 8+ Years experience in financial...SeniorWork at officeLocal areaDay shift- Travis Credit Union in Pleasant Hill, CA, seeks a part-time Financial Service Representative to serve as the face of the credit union. You will build lasting member relationships, provide expert financial guidance, and process accurate cash and non-cash transactions across...Part timeFlexible hours
- ...first. That includes our members, our employees and the communities... ...What’s in it for you? Health insurance coverage: We... ...of enhancing member financial well-being. The Senior Financial Analyst is responsible... ...field, required. Experience: Minimum five (5) years...SeniorFull timeWork at officeLocal areaImmediate startRemote workMonday to Friday
$125k - $150k
...craft of personalized financial planning with our team... ...opportunity for a VP Financial Advisor to join our team in... .... This role is a key member of the advisory team... ...and professional experience and actual compensation... ...is offered, including health and dental insurance,...Full timeTemporary workFlexible hours$125k - $150k
...craft of personalized financial planning with our team... ...opportunity for a VP Financial Advisor to join our team in... .... This role is a key member of the advisory team... ...and professional experience and actual compensation... ...is offered, including health and dental insurance,...Full timeTemporary workFlexible hours$115k - $125k
...and creating exceptional food experiences. As our company continues to... ...SKU portfolio. The Senior Financial Analyst, Supply Chain Finance... .... We try to be good team members and good communicators, but... ...equity grants, competitive health benefits, and other family-friendly...SeniorWork at officeRemote workWork from homeFlexible hoursWeekend work- ...Overview The GBS Divisional Sr. Financial & Actuarial Consultant is a... ...leadership role within the Health and Benefits division, responsible... ...opportunities for team members. In addition to internal responsibilities... ...'s degree and 7 years experience with Broker or Carrier side...SeniorWork at officeLocal areaFlexible hours
- ...needs, leveraging Chase Mobile App and digital tools to enhance experiences. You will assist with account opening, servicing, and... ...policies; you will help build trusted relationships and support the branch team in meeting financial goals. #J-18808-Ljbffr JPMorganChase
- ...clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client... ..., deliver holistic financial planning, and provide tailored... ...haveRequired Qualifications Client Experience: Demonstrated ability to lead... ...Coachability: Demonstrates a senior learning mindset by seeking...SeniorFull timeWork at office
$85k - $120k
...OpportunityMGO is seeking an experienced Senior Associate to join our Public Sector... ...deliverables while mentoring junior team members.Key Responsibilities:Lead and execute public... ...related field3+ years of public sector experience in public accounting, audit, or internal...SeniorFull timeLocal area
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