Financial Services Intern
SkyKey Financial
SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship roles. If you’re competitive, disciplined, and purpose‑driven, this could be a great fit. Both Part‑time and Full‑time openings are available. What We Offer: Ongoing training & support Growth opportunities Our Marketing Group presets your appointments on your calendar - No Cold Calling! Responsibilities: Educate and assist clients in selecting the best retirement options and life insurance policies Build and maintain strong client relationships Stay up to date on industry regulations and products Qualifications: Life Insurance License (or willingness to obtain) Strong communication & sales skills Self‑motivated with a goal‑oriented mindset Ability to work independently and as part of a team Must be at least 18 years old as required by state law If you're passionate about making a difference and ready to advance your career, we want to connect with you! Join SkyKey Financial and take your career to new heights. Apply Today! Please note: Update your Zoom display name before the meeting. This will help us recognize you and allow you to join quickly without any issues. #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Services Intern in San Pablo, CA vacancy
- A financial services company in California is seeking motivated Retirement Specialists to join its team. Ideal candidates will have a strong background in communication and sales, with the ability to educate clients on retirement options. Both part-time and full-time positions...InternshipFull timePart time
$66.56k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...SuggestedWork at officeLocal areaLPL Financial
El Cerrito, CA3 days ago- ...Fluency in English and Mandarin preferred. Responsibilities Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...SuggestedDay shift
Hanzilla
Richmond, CA1 day ago $50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...SuggestedHourly payContract workFor contractorsWork experience placementRemote workData Annotation
El Cerrito, CAmore than 2 months ago$23.51 - $29.04 per hour
...Candidates must have current authorization to work in the U.S. (no sponsorship available). Summary Travis Credit Union’s (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU’s FSRs manage member relationships by helping members achieve their...SuggestedHourly payImmediate startMonday to FridayFlexible hours$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
San Pablo, CAmore than 2 months ago- Travis Credit Union is seeking a Financial Service Representative to manage member relationships and help them achieve their financial goals. This multifaceted role includes providing transaction services and promoting team relationships within the branch. The ideal candidate...
- ...,000+ through commission and bonuses. Join a vibrant team where you'll gain essential training in sales and personal growth. As an intern, you'll engage in door-to-door sales, learning valuable skills in communication and leadership while working a full-time schedule from...InternshipFull timeSummer workSummer internship
$25 per hour
...California. The role offers hands-on exposure to real-world business challenges and supports strategic initiatives across the company. Interns will conduct analyses, prepare materials for leadership, and collaborate with various teams. The position requires a commitment of...InternshipHourly paySummer internship$70k - $80k
...customized solutions to clients to help them achieve their financial goals. It includes triaging client leads, making referrals to... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates...Temporary workMonday to FridayShift workDay shift$70k - $80k
...Responsibilities Work with clients to plan short and long-term financial goals by building a financial plan with brokerage products,... .... Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds....Temporary workMonday to Friday$145k - $150k
...responsible for the supervision of the financial operations of the BSC. S/he must have the... ...possibilities, and ensures that proper internal controls are in place to fulfill management... ...for regularly provided goods and services are regularly competitively bid, documented...InternshipFull timeContract workWork experience placementWork at officeBerkeley Student Cooperative
Berkeley, CA4 days ago- ...Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name—they’ve earned the top spot on... ...compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies. Diversity & Inclusion: Our client is committed...Full timePart timeImmediate startShift workDay shift
Quality Talent Group
Richmond, CA2 days ago $101.6k - $155k
...potential Cal students, parents, faculty, academic units, international business partners, and central campus service providers to participate in providing more than 2,... ...circles for older adults. Position Summary The Financial Analysis Supervisor 2 leads and supervises the...InternshipFull timeSummer workH1bRemote work- ...America is seeking a qualified individual to provide comprehensive financial advice and customized solutions to clients in El Cerrito,... ...products. The ideal candidate will have experience in the financial service industry, a strong knowledge of investment products, and the...
- Financial Analysis Supervisor (7123U) 86727 Department Overview Summer Sessions, Study Abroad, Lifelong Learning... ...and UC students, parents, faculty, academic units, international partners, and central campus service providers to participate in over 2,000 summer courses...InternshipFull timeSummer workH1bRemote work
$25 per hour
...analytical, and operational projects that have tangible impact. The intern will work closely with cross-functional stakeholders and gain... .... Conduct quantitative and qualitative analysis (e.g., financial models, market research, benchmarking, dashboards). Prepare clear...InternshipHourly payFull timeSummer internshipWork at officeTri-Valley Career Center
Hercules, CA5 days ago$148.83k - $183k
...for leading the banks in‑person client‑facing branch sales and service teams across a regional geography (between 5‑8 locations) to achieve... ...clients. You will lead, coach, and manage a team of successful financial leaders and professionals capable of identifying client deposit...LPL Financial
El Cerrito, CA1 day ago- Dormont Manufacturing Co in El Cerrito, California is seeking a Financial Advisor to help clients plan their financial goals through... ...possess at least one year of experience in investments or financial services, and have strong communication skills. Competitive salary and...
$25.19 - $28.96 per hour
...experience & qualifications) F & M Bank's Personal Bankers are responsible for building relationships and providing expert financial advice and great service. They need to demonstrate motivation to offer the right financial solutions to help customers with large expenses,...Hourly payFull timeWork experience placementLocal area- ...be committed to the mission, vision, and services of Roots and able to engage funders and... ...will provide accounting support to major financial accounting areas, including accounts... ...and organizational policies. Assist with internal and external audits by providing requested...Full timeWork at office
Roots Community Health
Oakland, CA12 hours ago - ROLE DESCRIPTION: As an Insurance & Financial Services Account Manager for Amaral Insurance & Financial Services Inc., you are vital to our daily business operations and customers’ success. You will help grow our agency through meaningful customer relationships and acting...
$120k - $140k
...$140,000.00 Annually Reports To: Chief Financial Officer Department: Finance Location: Oakland... ...goals. These holistic programs and services reach more than 10,000 individuals and families... ...teams to ensure prudent and appropriate internal and external business and financial...Full timeContract workFor contractorsWork at officeLocal areaMonday to FridayFlexible hoursSPANISH SPEAKING UNITY COUNCIL
Oakland, CA1 day ago- ...managed care contract language (e.g., fee-for-service, case rates, DRG methodologies, carve-... .... Department Description Patient Financial Services manages revenue cycle functions... ...Advanced knowledge and understanding of internal control practices and their impact on...Contract workWork at office
Marin City Health and Wellness Center
San Rafael, CA3 days ago $110k - $140k
...executive decision-making. Through strong financial stewardship and insight you will lead a... ..., and process improvement Strengthen internal controls, optimize accounting workflows,... ...within a project-based or professional services environment Strong understanding of GAAP...Permanent employmentFull timeLocal areaFlexible hoursLHH US
El Cerrito, CA2 days ago$250k
...Headline: Internal Medicine Residency Program Director with Kaiser Permanente in San Francisco, California Leading the future of health... ...Allowance paid directly by TPMG - up to $10,000 Public Service Loan Forgiveness (PSLF) Eligible Employer Malpractice and Tail...InternshipFull timeFor contractorsLocal areaFlexible hours- Lino Amaral - State Farm Agent in Pinole, California, is seeking an Insurance & Financial Services Account Manager to enhance customer relationships and grow the agency. This role involves consulting on financial planning, investment management, and insurance options....
$43.1k - $58.3k
...Job Family Group: Retail Banking Sales & Service Bilingual in English and Spanish is preferred. Delivers exceptional service to BMO customers... ...customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...Part timeLocal areaDay shiftKoitecc Solutions
Oakland, CA4 days ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Oakland, CA3 days ago- ...Financial Solutions Advisor Registration Candidate- North Bay Market San Rafael, California To proceed with your application, you... ...Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Skills: Client Experience Branding...Work at officeImmediate startMonday to FridayShift workDay shift
Bank of America
San Rafael, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Intern. Be the first to apply!
Related searches
- financial sales San Pablo, CA
- part time finance San Pablo, CA
- entry level finance remote San Pablo, CA
- financial services San Pablo, CA
- finance operations San Pablo, CA
- finance San Pablo, CA
- other financial services San Pablo, CA
- accounting finance intern San Pablo, CA
- entry level accounting finance San Pablo, CA
- financial customer service representative San Pablo, CA