Wealth Advisor & Digital Investing Advocate
JPMorganChase
JPMorganChase is looking to hire a Financial Advisor who will focus on building client relationships and providing tailored investment solutions. This role requires a strong understanding of financial markets and a commitment to client success. The ideal candidate should hold active Series 7 and Series 66 licenses, with a preference for a CFP® certification. We are dedicated to fostering a diverse and inclusive workplace, and offer a competitive rewards package, including comprehensive health benefits and retirement plans. #J-18808-Ljbffr JPMorganChase
$70k - $90k
LPL Financial in Elk Grove, California is seeking a Wealth Advisor to deliver investment products and services to branch clients. The role emphasizes providing tailored financial solutions through building strong relationships and achieving sales goals. Applicants should...Suggested- ...seeking Mobile Associates in Sacramento, CA. This role involves proactive customer engagement in a retail environment, leveraging digital tools to meet customer needs, and building relationships to enhance the customer experience. Candidates should have a high school diploma...DigitalHourly pay
$25.4 - $31 per hour
...Deposit Account Servicing - Member Beneficiary Support Advocate - Specialist Job Description TITLE: MEMBER BENEFICIARY SUPPORT ADVOCATE... ...level position plays a crucial role in driving and implementing digital innovation and being a key participant with system validations....DigitalHourly payLocal area$1,000 per month
...a full-time Financial Representative or Advisor role upon graduation. Qualifications... ...financial professionals with personalized digital experience and industry-leading products... ...financial strategies—insurance, investments, and annuities—built to reinforce each other...DigitalFull timeContract workFor contractorsInternshipLocal areaFlexible hours$82k - $136k
...offer a personalized, holistic approach to financial planning, including insurance and investments. Our advisors provide continuous support with leading insights, technology, and digital-first experiences. Managing over $265 billion in assets and trusted by more than 4.5...DigitalFull timeWork experience placementWork at officeLocal area- PNC is seeking a dedicated financial consultant who will focus on investment and insurance strategies for clients. Located in Sacramento, CA, this role involves developing strong client relationships and providing tailored financial plans. Candidates must possess a Bachelor...Remote job
$45.9k - $75.9k
...addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-... ...). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple...DigitalContract workPart timeLocal areaImmediate startDay shift$52k
...firm operates a fully paperless, remote-first environment with digital case management and dictation software provided. What makes this... ...in a modern, remote-first firm that rewards production and invests in growth. Active California Bar licence (mandatory) 1.5+ years...DigitalRemote jobWork at office$72k - $90k
...support from partner organizations and stakeholders. Assist with non-contributed funding opportunities (e.g., program-related investments, tax credits). Explore and support development of fundraising initiatives (partnerships, campaigns, major gifts, planned...Full timeWork at officeImmediate startFlexible hours$65.1k - $113k
...our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with... ...and accruals.) Completes complex account reconciliations (investments, debt, industry specific, etc.) Prepares, understands, and...DigitalWork at office$50 - $60 per hour
...s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You’ll...Hourly payContract workWork experience placementRemote workFlexible hours- ...Sacramento, CA. This hybrid role involves participating in client projects, conducting analysis, and executing testing plans related to investment management. Ideal candidates should have a Bachelor's degree in Finance, 0-2 years of relevant experience, and strong project...
$70k - $90k
...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 prospective...Work at officeLocal area- ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is... .... About the Role: A Senior Wealth Advisor is an experienced financial professional... ...based on comprehensive planning and investment strategies consistent with their individual...Immediate start
- ...and a background in retail banking. Responsibilities include providing financial counsel, opening accounts, and educating clients on digital banking products. Candidates should possess a high school diploma and ideally 3-4 years of relevant experience. The position offers...Digital
$70k - $90k
Job Overview A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide...Work at office- ...Cordova, CA. This role involves building strong customer relationships, assisting with account openings, and educating customers on digital banking tools. The company offers a comprehensive benefits package, including health coverage, 401(k) plan, tuition reimbursement,...Digital
- ImmigrationJobs seeks a full-time Immigration Attorney based in Sacramento, CA. The role involves providing expert legal guidance on immigration matters, handling visa applications, and representing clients in legal proceedings. The ideal candidate will possess a Juris ...Full time
$25 - $27 per hour
...to fulfill member's needs. Offer member education to improve their financial well-being, share convenient self-service options and digital solutions. Fulfills member transactional requests, issue resolution, account maintenance and cross-sells services, establishes new...DigitalHourly payRemote workFlexible hours- ...About IMP IMP is a rapidly growing Fintech and RegTech firm serving the buy-side of the investment management industry. We are creating solutions that leverage machine learning to improve the success of mission-critical projects for our clients. We have all of the...InternshipWork at office
$240.75k - $401.25k
# Investment Director, Private DebtCalifornia Public Employees' Retirement System (CalPERS)DirectorPrivate CreditFull-timeLocationSacramento, United StatesCompensation$20,062.50 – $33,437.50/month + annual incentive (0–120% of salary) + long-term incentiveDate PostedMay...Permanent employmentContract workWork at officeRemote work2 days per week$90k - $157.5k
...financial services industry from day one is a challenge you are up for. What you will be responsible for: As Alternative Investment Services Bank Loans Operations AVP, you will Act as primary contact and escalation point for operational issues Receive...Temporary workWork at officeFlexible hours- The military junta in Myanmar has just implemented universal conscription. This creates an urgent situation for all young people in Myanmar. This volunteer opportunity is to build a small team of 2-3 people, who will address both the policy and advocacy aspects of the...
$30 per hour
...WEAVE's vision is a community free of violence and abuse. Position Summary: The Intermittent Sexual Assault Response Team (SART) Advocate provides crisis intervention, advocacy, information and referral, and follow-up services to survivors of sexual assault. Essential...Hourly payFull timeLocal areaImmediate start$22.96 per hour
...compassionate, dedicated individuals to join our team and support the most vulnerable in our community. Position Title: Peer Family Advocate Program(s) and Location: CORE Howe, (Sacramento, CA) Schedule : Full-time, Non-Exempt, 40 hours per week, Monday - Friday 8...Hourly payFull timeTemporary workWork experience placementWork at officeLocal areaMonday to FridayFlexible hoursWeekend workAfternoon shift$19 per hour
...Customer Advocate The Customer Advocate is one of Safelite's first impressions with our customers. From managing administrative processes... ...you'll need to be successful. View all our health, wealth and life offerings at What You'll Do Welcome in-shop...Weekly payLocal area- ...Court Appointed Special Advocates of Sacramento County (CASA Sacramento) recruits and trains community volunteers to advocate for the best interests of abused and neglected children. As a CASA, you will work one-on-one with a child advocating on their behalf in the juvenile...
$23 - $25.9 per hour
...Family Advocate II Under the administrative supervision of the Program Director or designee, this position represents the parent perspective at the management level within the agency. The role includes providing support and advocacy to families, ensuring the "family...Monday to Friday- ...Scan-Health-Plan is looking for a Member Service Advocate to work remotely, serving as a key contact for members regarding benefits and services. The role requires excellent communication skills, experience in customer service, and a calm demeanor in challenging situations...Remote work
- U.S. Bank is seeking a Wealth Management Advisor in Sacramento, California. This role leads investment planning and provides tailored financial solutions to affluent clients. The ideal candidate will have extensive experience in financial sales, strong analytical skills...
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