Financial Advisor Assistant
AppleOne Employment Services
Job Summary A growing financial planning and wealth management firm in Fresno, CA is seeking a full-time Financial Advisor Support Specialist to join its team. This direct hire opportunity is ideal for a detail-oriented financial services professional with 1 to 2 years of experience who enjoys client service, relationship management, and supporting financial advisors. Working closely with the Financial Advisor, this role assists with client communications, meeting preparation, account administration, and financial planning support. The ideal candidate is organized, professional, and committed to delivering an exceptional client experience in a collaborative team environment. Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: The pay transparency policy is available here: For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. #J-18808-Ljbffr AppleOne Employment Services
$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70.3k - $150k
...Come join a company you can be proud to represent. The hiring range for the Financial Advisor is $70,304 to $150,000 annually, along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by...SuggestedLocal areaTri Counties Bank
Fresno, CA3 days ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...are eligible for the firm's Employee Assistance Program. For more information on the Benefits...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Fresno, CA3 days ago- ...Investment Executive (Financial Advisor) Central, CAMake banking a Fifth Third better® We connect great people to great opportunities. Are... ...solutions. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and...Suggested
Fifth Third Bancorp
Fresno, CA3 days ago $64k - $148k
**Only candidates currently residing in the greater Fresno area will be considered for this role** Financial Advisor Trainees at Northwestern Mutual come from diverse professional backgrounds including business development, management, athletics, agriculture, education,...TraineeshipNorthwestern Mutual
Fresno, CA2 days ago$19.8 - $29.15 per hour
...healthcare, and Imaging programs.We are currently seeking a Financial Aid Advisor. This is On-ground position at the Gurnick Academy, Fresno... ...insuranceShort-term and long-term disability coverageEmployee Assistance Program (EAP)Flexible Spending Accounts (Health, Dependent...Work experience placementFlexible hours$60k - $75k
Job Summary A growing financial planning and wealth management firm in Fresno, CA is seeking a full-time Financial Advisor to join its client-focused advisory team. This direct hire opportunity is ideal for a driven financial services professional with 1 to 2 years of...Base plus commissionFull time- Accounts Payable & Receivable ClerkThe Accounts Payable & Receivable Clerk is responsible for processing vendor invoices, issuing customer invoices, reconciling accounts, and supporting month-end close activities. This dual-role position requires strong organizational ...
GIRL SCOUTS
Fresno, CA1 day ago - ...expanding team. This position will play a pivotal role in the financial success of our organization by ensuring the accuracy and efficiency... ...payment follow-ups, and reconciliation of discrepancies. 3. Assisting in the preparation of financial reports, budgets, and...Weekly payFull timeTemporary workLocal areaMonday to Friday
Jobot
Fresno, CA1 day ago $21 - $24 per hour
...Full Benefits Why This Opportunity Stands Out: • Join a financially stable and growing organization with strong long-term career potential... ...verify vendor invoices, including coding and approvals • Assist with vendor payments, check runs, and account reconciliations...Hourly payCreative Financial Staffing
Fresno, CA4 days ago$190k - $250k
Urgently hiring Trial Defense Attorney! This Jobot Job is hosted by: Kendall Kaing Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $190,000 - $250,000 per year A bit about us: Our firm was founded over 35 years...Local areaImmediate startJobot
Fresno, CA2 days ago- ...receivable transactions accurately and timely - Enter, verify, and reconcile financial data in accounting systems - Prepare and issue invoices, payment records, and related documentation - Assist with bank, credit card, and general ledger reconciliations - Maintain...Permanent employment
Stardom Employment Consultants
Fresno, CA2 days ago - ...Clerk 2 will perform a variety of support tasks in one of our accounting departments. We seek a detail-oriented individual with basic financial business knowledge to conduct tasks using standard procedures. Compile data and prepare, review, and audit a variety of reports....
$21 - $24 per hour
...Receivable Process and verify invoices (pricing, quantities, coding) Assist with check runs and vendor payments Reconcile vendor... ...depreciation schedules Support tax reporting and maintain organized financial records Collaborate with the accounting team on various...- ...career in finance with ultimate flexibility and weekly pay! We have immediate openings for entry-level accounting clerks to support financial teams on short-term mandates. If you are highly ethical, accurate with numbers, and seeking work that fits your schedule, this is...Weekly payTemporary workImmediate start
Randstad
Fresno, CA3 days ago $25 - $30 per hour
...Position Title Accounting Assistant Company Overview Bee Sweet Citrus, Inc. is a grower, packer, and shipper of citrus and is a leader in today’s agriculture industry. Bee Sweet Citrus Inc. is a family owned and operated company, providing over 10 different varieties...Hourly payWork at officeBee Sweet Citrus
Fowler, CA2 days ago- ...world of work; think of Gallagher.How you'll make an impactPrimary focus of role to provide guidance and assistance to account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to speak effectively on behalf...Work at officeLocal area
- ...build a better world of work; think of Gallagher. Overview Primary focus of role is to provide guidance and assistance to Account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to speak effectively on...Contract workWork at officeLocal area
Arthur J. Gallagher & Co.
Fresno, CA4 days ago $24 - $28 per hour
...Summary The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV...Hourly payWork at officeCarrington College
Fresno, CA2 days ago$145k - $225k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeLocal area$20 - $25 per hour
...projects efficiently. The construction Accounting Clerk will be assisting in multiple areas, experience with payroll is a plus. This is... ...candidate will play an integral role in maintaining our financial records, including purchases, sales, receipts, and payments. This...Hourly payFull timeTemporary workFor contractorsWork at officeLocal areaMonday to FridayJobot
Fresno, CA5 hours ago$26 - $36 per hour
...billing operations, accounts receivable, collections, and client expense reimbursement processes. This role is critical to the Firm’s financial health and requires a strong understanding of legal billing practices, client service excellence, and financial management. The...Hourly payFull timeContract workPart timeWork at officeRemote workWork from homeFlexible hours$5,787 - $6,021 per month
...integrity, and availability of university data, systems, applications, networks, cloud services, and endpoint devices. This position assists with routine security endpoint patching, monitoring, vulnerability scanning, documentation, ticket follow-up in coordination with...Full timeWork at officeCalifornia State University, Fresno
Fresno, CA1 day ago$24 - $25 per hour
...product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being... ..., flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement;...Local areaFlexible hoursAfternoon shiftumb
Fresno, CA2 days ago- Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations Deepen client relationships while meeting customer needs Create sales opportunities by calling leads Visit businesses to offer workplace ...Afternoon shift
Jobtailor
Fresno, CA4 days ago $23 - $27 per hour
...organized filing systems, records, and office documentation. Assist with special projects and other administrative tasks as... ...payments. Support accounting functions by maintaining accurate financial records and documentation. Collect, review, and submit employee...Contract workTemporary workCasual workWork at officeMonday to FridayAston Carter
Fresno, CA2 days ago- Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations Deepen client relationships while meeting customer needs Create sales opportunities by calling leads Visit businesses to offer workplace ...Afternoon shift
Jobtailor
Fresno, CA3 days ago - ...current 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 SummaryUnder general managerial guidance, reviews and approves loan...
Westamerica Bank
Fresno, CA1 day ago $25 - $28 per hour
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources...Local areaU.S. Bank
Fresno, CA1 day ago
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