Strategic Financial Planning & Investment Advisor
$70k - $80kDormont Manufacturing Co
Dormont Manufacturing Co in Antioch, California, is seeking a client advisory professional to provide tailored financial solutions to clients aiming to achieve their financial goals. Responsibilities include building financial plans and triaging client requests to appropriate services. Successful candidates must hold relevant financial licenses and have at least one year of experience in financial services or a sales environment. The role offers a competitive salary of $70,000 to $80,000 annually, based on experience, as well as eligibility for benefits, including paid time off and incentives based on performance. #J-18808-Ljbffr Dormont Manufacturing Co
$70k - $80k
...customized solutions to clients to help them achieve their financial goals. The role includes triaging client leads, making... ..., meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The position is...SuggestedTemporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Position Overview Financial Solutions Advisor Stage I (FSA I) at Bank of America. The role requires compliance with FDIC, Safe Act, FINRA regulations... ...and client reviews. Collaborate with core banking and investment partners to fulfill client needs. Maintain a client‑...SuggestedHourly payMonday to FridayDay shift$28.85 - $33.65 per hour
...Safe Act/Loan Originators and FINRA. Role Overview As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... ...you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Dormont Manufacturing Co is seeking a Financial Solutions Advisor Stage I in Antioch, CA. This role begins with training to obtain necessary Securities... ...clients at a financial center, providing banking and investment solutions while focusing on relationship management to...SuggestedHourly pay$28.85 - $33.65 per hour
Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) in Antioch, California. This role involves obtaining necessary securities licenses and developing strong client relationships to provide tailored financial advice. The ideal candidate will demonstrate...SuggestedHourly pay- ...responsible for?securing and stewarding foundation and public grant funding that supports program sustainability, strategic growth, and long-term financial stability. This role focuses on building a?predictable, renewable institutional revenue pipeline?through disciplined...Interim roleCasual workWork at officeLocal area
$50 - $58 per hour
...Design technically demanding finance prompts and tasks that mirror investment banking, private equity, and corporate finance complexity... ...and modeling exercises Construct, modify, and review advanced financial models (3-statement, valuation, LBO, M&A, sensitivity analyses...Contract workRemote work$50 - $60 per hour
...expertise to help shape how AI understands financial principles and decision-making. In this... ...backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us:...Hourly payContract workFor contractorsWork experience placementRemote work$50 - $60 per hour
...independent contractor position involving AI training. Candidates should hold an advanced degree (MBA or PhD) and possess expert-level financial reasoning. The role includes reviewing AI outputs and providing structured feedback. Flexible hours and project selection are...Remote jobHourly payFor contractorsFlexible hours- ...America, we are guided by a common purpose to help make financial lives better through the power of every connection. We... ..., meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$20.34 - $24.86 per hour
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...disability and parental leave ~401(k) and employer-funded retirement plan ~ Paid vacation (from two to five weeks depending on salary...Temporary work- ...Accountant to support month-end close in a fast-paced NetSuite environment. The role involves divisional accounting, preparing GAAP financial statements, and assisting with budgeting and forecasting. Ideal candidates will have a Bachelor's degree in Accounting or Finance...
- Jeff Chaput - State Farm Agent in Pittsburg, CA is seeking an Insurance and Financial Services Team Member to build customer relationships and promote products like auto, home, and life insurance. This full-time role offers a salary plus commission/bonus and growth opportunities...Full time
$725 per month
...Full suite of health insurance, life insurance and retirement plans are available and vary by employment status. Part and Full Time... ...is an equal opportunity employer and a drug-free workplace. The Financial Analyst role provides support to Financial Planning & Analysis...Hourly payFull timeTemporary workPart timeFlexible hours$50 - $60 per hour
...expertise to help shape how AI understands financial principles and decision-making. In this... ...backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us:...Hourly payContract workFor contractorsWork experience placementRemote work$20 per hour
...Provide exceptional customer service including assessing customers storage needs (in person, phone and web inquiries) Create store plan to hit budget monthly and annually Web pricing and discount management Ensure property is maintained to West Coast's Clean &...Full timeLocal areaWeekend work$38 - $40 per hour
...and resources of the property to achieve established budgeted financial and operational goals Responsibilities include: Operate... ...Programs ~ Empower 401K and Roth IRA- Including Free Financial Advisors and Employer Match ~9 Paid Holidays per year ~ Employee...Hourly payFull timeTemporary workPart time$200k - $250k
Job Description JOB DESCRIPTION: $200K-$250K SEEKING ACOUSTIC CEILING PROJECT MANAGERS & ESTIMATORS GPAC: #1 Acoustic Ceiling Recruiting Firm in North America: WORK FOR A LEADING CONTRACTOR I am working with multiple well-respected, firmly established...For contractors$32 - $34 per hour
...requires a strong focus on leasing performance resident relations financial oversight and regulatory compliance while fostering a positive... ...ongoing training, instruction, counseling, and leadership. Plan weekly/daily brief meetings with staff to review schedules,...Hourly payFull timeFor contractorsLive inWork at officeLocal area$50 - $60 per hour
...expertise to help shape how AI understands financial principles and decision-making. In this... ...backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us:...Hourly payContract workFor contractorsWork experience placementRemote work$15 - $17 per hour
...inspire others to do the same. Our Managers bring the Central Self Storage experience to life by managing store operations, driving financial success, building great teams. As a Manager you would create an amazing environment to work and the people here genuinely love...Hourly payFlexible hours$85k - $110k
...for a Plant Accountant to oversee manufacturing accounting and financial operations at its Antioch, CA production facility. The position... ...environment. Generous benefits include medical insurance and a 401(k) plan. The salary range is between $85,000 and $110,000 depending on...$35 - $45 per hour
A property management company is seeking a Property Manager in Antioch, California. The role involves overseeing the property operations, managing staff, ensuring compliance with regulations, and maintaining positive tenant relations. Ideal candidates should have 1-2 years...Hourly pay- West Coast Self Storage Group LLC is looking for a full-time Property Manager for our Antioch, CA location. Candidates should have a strong background in customer service and sales, as this role involves managing daily operations and providing exceptional service to clients...Full time
$20 - $20.5 per hour
...clients. To us, that means the right officer in the right place and at the right time. In many cases our clients desire a softer security plan that meets their values and needs, but where high value people and assets are involved, others may prefer a more obvious security...Hourly payFull timePart timeFlexible hoursShift work$150k - $200k
Job Description JOB DESCRIPTION: $150K-$200K SEEKING COMMERCIAL DRYWALL PROJECT MANAGERS & ESTIMATORS GPAC: #1 Commercial Drywall Recruiting Firm in North America: WORK FOR A LEADING CONTRACTOR I am working with multiple well-respected, firmly established...For contractors- PSSL ProSound and Stage Lighting is seeking a Dock Coordinator in California. This role involves managing inbound and outbound transport, ensuring timely shipments, and coordinating with the Operations team. Applicants should have 2+ years in a warehouse or live production...
$28 - $30 per hour
SARES REGIS Group in Antioch, CA, is seeking an Assistant Manager to oversee property management duties. Responsibilities include training staff, managing rent collections, and ensuring compliance with policies. The ideal candidate will have at least 2 years of property...Hourly pay- ...Process Orders as compared to the Production schedules. Reschedule Process Orders as required to comply with the production and capacity plans including the timely maintenance of all related Process Order dates as defined. Adjusts schedule and negotiates effectively with...
$26 - $28 per hour
...entered and paid within a timely manner. Access computerized financial information to resolve vendor and payment disputes. Check... ...curb appeal of the community on continuing basis. Assist in planning resident functions. Attend functions and participate as host...Hourly payFull timeWork at officeLocal areaImmediate startFlexible hoursAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Financial Planning & Investment Advisor. Be the first to apply!


