Financial & Actuarial Associate — Client Insights & Growth
Gallagher
Gallagher seeks a Financial and Actuarial Associate to help clients make informed financial decisions, mentor teammates, and deliver value-driven solutions. You’ll contribute to analyses, support Account Managers, and maintain direct client contact in a collaborative environment. Required: Bachelor's degree and 2 years of related experience; strong Excel skills. CMA or CFA preferred. Gallagher offers competitive compensation, comprehensive benefits, and ongoing learning in a global-to-local #J-18808-Ljbffr Gallagher
- ...most important people decisions. We help clients build better workplaces, where people... ...Gallagher, we’re united by a commitment to growth, shared goals, and shaping a future defined by excellence. As a Financial and Actuarial Associate, you’ll play a role in helping clients...SuggestedLocal area
- EP Wealth Advisors provides tailored financial advice and wealth management solutions to high-net-worth clients in a team-driven environment. The Wealth Advisor builds long-term relationships, deepens understanding of clients’ goals, and designs investment, retirement,...SuggestedFlexible hours
- ...coordination with the customer service team. The role aims to foster customer loyalty and help increase sales to individual consumer clients. Responsibilities include handling small business lending referrals, cross-selling treasury and related products, and coaching...Suggested
- ...Creek - Northwestern Mutual is seeking a Financial Representative to help individuals and businesses... ...and planning. You will build long-term client relationships, understand their needs,... ...for licenses, with a focus on growth, community impact, and professional development...SuggestedFlexible hours
- ...California, is looking for an Associate Wealth Advisor to support... ...managing and deepening virtual client relationships. This role focuses on delivering customized financial planning support and offers the... ...experience. We champion growth through education and collaboration...SuggestedWork at office
- ...professionals with healthcare backgrounds to transition into financial services. You'll build direct client relationships and guide clients through essential life... ...in Walnut Creek offers a rewarding career path with growth, ongoing training, and flexibility, including work-...Remote jobWork at officeLocal areaWork from homeFlexible hours
- ...Director to grow the territory, empower advisors, and strengthen a client-focused culture. You will lead a high-performing advisor team... ...collaborating with HR on talent development and performance reviews to sustain growth and client outcomes. #J-18808-Ljbffr EP Wealth Advisors, LLC
- ...Financial Planning Associate Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only... ...collaboration, initiative, and professional growth. The Financial Planning Associate... ...and investment management for BEW's clients. The Financial Planning Associate...Work at office
$63.3k - $117.2k
...Financial AdvisorProvides financial and investment planning and advice... ...of the customer. Determines client needs and provides solutions... ...data and information to provide insights and recommendations.Monitors... ..., and power economic growth around the world.As a member...Part timeLocal area- A financial planning firm in Walnut Creek is seeking an Advisor to assist Senior and Lead Advisors... ...and have over 4 years of experience as a client-facing financial advisor. This role emphasizes collaboration and professional growth, with responsibilities including...
- ...Brand Marketing Analyst to support the financial and operational backbone of the Premier... ...allocate resources effectively and drive brand growth. You will partner with brand, finance,... ..., budget, and provide data-driven insights for new product launches. Curiosity and...
- ...have an enthusiasm for helping our clients, taking care of our employees,... ...solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management... ...in credit card sales and deposit growth and have the most-used digital solutions...
- ...Wealth Advisor who builds long-term relationships, understands client goals, and delivers tailored wealth strategies across investments... ...experience, and a proactive approach to staying current with financial markets and industry regulations. #J-18808-Ljbffr ep wealth advisorsFlexible hours
- Jobtailor in the United States seeks a seasoned Wealth Manager to retain and grow high net worth client relationships, and to build a coordinated team of Banking, Trust and Investment professionals around clients. You will handle complex wealth and relationship management...
$70k - $90k
...personalized wealth management and financial planning services designed to help clients pursue their goals with... ...Summary: The Financial Planning Associate is an entry‑level, CFP‑track role... ...the Associate Advisor role, with growth into that position expected as competency...InternshipWork at office$150k - $180k
...Team is a centralized group of financial planners. As a Senior Financial... ...services and advice to advisors & clients, helping them achieve their... ...future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new...Work at officeFlexible hours- Capital Advantage is looking for an experienced Financial Advisor to manage an established book of approximately 150 client relationships. Your main responsibilities will include providing comprehensive financial planning and investment advice tailored to each client's...
- ...Healthcare Expertise into Financial Services with Walnut... ...Career: Build Direct Client Relationships:... ...higher education, your insights can help clients secure... ...their lives. Unlimited Growth Potential: As healthcare... ...involvement, and professional associations. Position Perks:...InternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours
$60k - $120k
...Wealth Advisors is hiring a Wealth Advisor at its Walnut Creek, CA location. The role involves providing comprehensive services to clients and assisting in business development through inbound leads. Candidates should have at least 2 years of relationship management experience...Flexible hours- ...Wealth Advisory Group is looking for a Financial Planning Associate based in Walnut Creek, California.... ...plans, performing analyses, attending client meetings, and administrative support.... ...financial services, with opportunities for growth as competency develops. #J-18808-...
- Destination Wealth Management seeks a Financial Planner to strengthen existing client relationships and contribute planning expertise in a team-based setting. You will participate in client meetings, help design and implement comprehensive financial plans, and research...
- Charles Schwab, Walnut Creek, is seeking a Wealth Advisor to manage client relationships and deliver holistic financial planning. You will provide tailored investment guidance aligned with Schwab’s approach and collaborate with an experienced advisory team to support clients...
- A leading financial services firm in Walnut Creek is seeking a seasoned professional to manage client relationships and deliver exceptional investment strategies. The ideal candidate will have a strong commitment to client service and 10 years of client-facing experience...
- Bank of America in Berkeley, CA is seeking a Financial Solutions Advisor Stage I to begin with essential securities licensing and client-relations training. You’ll acquire, build... ...client base, with structured training and growth opportunities across centers. #J-18808-...
$150k - $200k
...build dynamic relationships with clients, understand their goals, and... ...edge strategies and deep insights to unlock opportunities for long... ...to and working with Financial AdvisorsAbility to communicate... ...LEAP): To support your ongoing growth and career advancement - Employee...Full timeWork experience placementLocal area- ...professional for a hybrid role. You will apply tax expertise and accounting knowledge to prepare and review returns, while advising clients and collaborating with partners and senior staff to resolve issues. The ideal candidate has 3+ years of public accounting tax...
- ...Manager, Wealth Advisor in Walnut Creek, California to manage client relationships and deliver personalized investment guidance. This... ...with a dedicated advisory team to support clients through complex financial decisions. A successful candidate will demonstrate client...
$44k - $115k
...cutting‑edge solutions to our clients. As a key player in the... ...and contribute to our ongoing growth and success. What We're Looking... ...products to provide valuable insights and recommendations. Fully adopts... ...geographic differential associated with the location at which the...Work at officeLocal area- ...banking experience focused on relationship-building. You will open accounts, assist with consumer lending needs, and connect clients with tailored financial solutions while delivering exceptional service across the branch. In this role you will host community events, grow...Local area
- ...advise families on building, preserving and managing wealth, using expertise in investments, credit and banking to advise current clients and attract new assets. You will be part of a local team supported by an institutional platform with resources and specialists. This...Local area
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