Financial Services Professional
$50k - $80kBankers Life
Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others Competitive commission structure designed to grow with you! 1st year: $50,000 - $80,000 3rd year: $60,000 - $90,000 5th year: $75,000 - $130,000 What we offer: Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP® Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Retirement savings program and more Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: #J-18808-Ljbffr
- Bankers Life is looking for Insurance Sales Agents and Financial Representatives in Pleasanton, California. As a Financial Services Professional, you will develop relationships with clients and guide them through financial decisions while providing exceptional service....Suggested
$50k - $130k
Bankers Life in Pleasanton, CA, is seeking ambitious individuals for their Financial Services Professional team. This role emphasizes building client relationships, guiding clients through financial decisions, and developing career pathways. The competitive commission structure...SuggestedFlexible hours- ...About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity... ...and is not an hourly position We are a financial services staffing company now hiring for opportunities with Global...SuggestedHourly payFull timePart timeFor contractorsImmediate startRemote work
GFI Pros
Fremont, CA3 days ago - A leading financial services firm is seeking a Senior Accountant to prepare and maintain financial records, including balance sheets and income statements. The ideal candidate must have a Bachelor's degree in accounting or finance, at least 5 years of experience, and familiarity...Suggested
- ...Pleasanton, CA office. The Staff Accountant will assist with preparing financial statements and supporting schedules, managing general ledger... ...members and clients to deliver high-quality financial and tax services. Qualifications Knowledge of accounting principles, general...SuggestedFull timeWork at office
$40.5k - $67.5k
...experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet.... ...of customer interactions, participates in proactive sales and service activities and identifies referral opportunities. Collaborates...Full timeTemporary workPart timeWork experience placementWork at officeShift workPNC Financial Services Group
Livermore, CA5 days ago$35 - $50 per hour
A financial services firm is seeking an experienced Accountant to join their team in California. The ideal candidate will have a background in government or engineering accounting and proficiency in the Tyler Munis system. Responsibilities include managing financial operations...Hourly pay$175k - $225k
...performance go hand in hand The Fremont Bank Way Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional... ...Minimum 6 years of people leadership experience required Professional certifications such as Certified Risk Manager (CRM),...Work at officeLocal areaFlexible hoursFremont Bank
Livermore, CA3 days ago$70.3k - $73.98k
...strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under general managerial review: Achieves sales goal...Full timeWork experience placementWestamerica Bank
Pleasanton, CA1 day ago- PNC Financial Services Group, Inc. in Livermore, CA, is seeking a Regional Banker/Teller to manage customer experiences, drive sales, and grow wallet share at the branch level. You will engage customers, educate on PNC solutions, and collaborate with partners to deliver...Work at office
- A leading financial services organization is seeking a Financial Advisor as part of the Advisor Development Program. In this role, you will build relationships with high-net worth individuals, identifying their financial needs and providing tailored investment solutions...
$80k - $90k
...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...support Senior Private Bankers in providing exceptional client service to high-net-worth clients. In this role, you will assist with onboarding... .... The ideal candidate should possess at least 3 years of financial services experience and demonstrate strong communication and...
- ...relationships, and providing administrative support for seamless experiences. The ideal candidate will have at least 3 years in financial services, excellent communication skills, and a strong attention to detail. Fremont Bank fosters a people-first culture and offers...
$50 - $60 per hour
...teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with... ...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Livermore, CAmore than 2 months ago$50 - $60 per hour
...teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with... ...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Pleasanton, CAmore than 2 months ago$27.5 per hour
...The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services... ...Abilities: ~ Bachelor's degree preferred ~1+ years in financial services experience in banking or credit union ~1+ years...Hourly payFull timeTemporary workWork experience placementWork at officeMonday to FridayFlexible hoursWeekend workProvident Credit Union
San Ramon, CAa month ago- Position Summary Maintains accurate count of all merchandise on the floor, steel and receiving. Identifies, investigates and corrects inventory discrepancies. Benefits For additional information about pay ranges, see the full compensation guide. We offer a comprehensive...Temporary work
Elijahhouseliving
Pleasanton, CA2 days ago $157.7k - $236.5k
...match for you too.**About the Team**We are business finance professionals who love what we do and support the business both strategically... ...grow our company by providing the business valuable financial insights. We are committed to working hard, having fun and making...Workday
Pleasanton, CA4 days ago$32 - $38 per hour
...Qualifications ~ Full understanding and ability to apply GAAP within financials ~ Relies on knowledge, experience, skills, and judgment to... ...of experience guarantee we'll identify, evaluate and deliver the right professional to you-fast. REF 47516 #LI-POST #ZRHourly payTemporary workWork at officeCentury Group
Livermore, CA2 days ago- ...our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients...Immediate startAfternoon shift
$29.27 - $38.84 per hour
...clients to introduce new products and services, schedule appointments, and generate leads... ...-Service Banking with comprehensive financial solutions, advanced technology, and exceptional... ...oral communication skills, including professional phone skills. Ability to work...Work experience placementLocal areaFlexible hoursWeekend work$35 - $50 per hour
...ideal candidate will have a background in county, government, or engineering accounting, and be familiar with utility and municipal financial operations. This position requires proficiency in the Tyler Munis system and experience managing general ledger, accounts payable,...Hourly payLocal areaMonday to FridayLedgent
Pleasanton, CA1 day ago- Our publicly traded client is seeking a Revenue Accountant to join their team on a 6+ month contract , with strong potential for extension or full-time conversion. This is a fully onsite role (5 days/week) in the Tri valley area. Key Responsibilities Perform revenue recognition...Full timeContract work
DeWinter Group
Pleasanton, CA5 days ago $78.5k - $90k
...reflect the passion of our team, our commitment to exceptional service, and our dedication to using innovation and technology to better... ...clearing of items. Provides month and quarter end reports for financial reporting as assigned and assists with the preparation of quarterly...Full timeUNCLE Credit Union
Livermore, CA5 days ago$120k - $140k
...accounting. This is a hands‑on role for an experienced accounting professional who enjoys digging into details, solving problems, and... ...are properly recorded, issues are identified and resolved, and financial information remains accurate and reliable. The ideal candidate...Full timeHEN Technologies
Livermore, CA2 days ago- ...Description The Senior Accountant will prepare and maintain financial records to track the organization's assets, liabilities, profit and loss, tax liabilities, and other related financial activities. Principal Duties and Responsibilities (Essential Functions) Maintains...Local area
Powermatic Associates
Livermore, CA1 day ago - ...accounting operations by maintaining accurate financial records, assisting with monthly close... ...communication skills. ~ Professional demeanor with the ability to maintain confidentiality... ...disability, citizenship status, service in the uniformed services, genetic information...Full timeTemporary workLocal areaMonday to Friday
TemPositions Group Of Companies
Pleasanton, CA1 day ago - ...solutions to our customers, delivering superior quality, value, and service. Brief Description Ferrotec (USA) Corporation is a technology... ...or system improvements in AR processes. Key Competencies Financial Accuracy & Compliance Process Efficiency & Improvement Customer...Work at officeLocal areaFlexible hours
Ferrotec
Livermore, CA5 days ago $65k - $75k
...972, provides comprehensive healthcare services to over 15,000 individuals across all age... ...of our community, irrespective of financial status, living situation, or insurance... ...a high level of confidentiality and a professional demeanor and must positively represent...Full timeWork at officeRemote workAxis Community Health
Pleasanton, CA1 day ago
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