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$60k - $75k
...client base. The Expertise We’re Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon...SuggestedWork at officeFidelity Investments
Petaluma, CA4 days ago$26 - $33.72 per hour
...responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance,...SuggestedHourly payWork at officeShift workDay shift$19 - $22.5 per hour
...~ Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all...SuggestedFull timeTraineeshipWork experience placementLocal areaMonday to FridayOneMain Financial
Santa Rosa, CA4 days ago$19.07 - $26 per hour
...inquiries in a timely manner. + Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. + Make recommendations and follow through on commitments to clients. + Maintains direct...SuggestedImmediate start$23 - $31 per hour
...experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially + Assist customers with basic requests related to opening new accounts, completing service requests...SuggestedHourly payWork experience placementWork at officeImmediate start$200k - $300k
Overview Plumbing Advisor, Sales and Service Tech at Benjamin Franklin Plumbing, LLC (Bay Area). Join a dynamic team dedicated to excellence... ...in the plumbing industry and delivering top-notch plumbing solutions and customer service. Responsibilities Conduct in-home...SuggestedFull time- ...iconic eyewear, advanced lens technology and cutting-edge digital solutions. Join our global community of over 200,000 dedicated employees... ...by following us on LinkedIn! GENERAL FUNCTION The EyeCare Advisor creates exceptional value in the lives of our customers by...SuggestedMinimum wagePart timeWork at officeLocal area
$90k - $110k
...Point Blue works to reduce the impact of climate change, habitat loss, and other environmental threats, developing nature-based solutions to benefit wildlife and people. We are a fast-paced, rapidly growing nonprofit with over 160 staff and scientists who partner with...SuggestedFull timeContract workWork at officeLocal areaRemote work$23.07 - $41.95 per hour
...product literature, specialized software systems, and your own growing knowledge of parts and equipment to offer timely and accurate solutions. Your ability to translate technical details into actionable parts support will set you apart and create lasting relationships...Suggested$11 - $58 per hour
...the record keeping system. Identifies issues with current process and notifies management of potential concerns and potential solutions. The client is also notified of any issues, concerns, and solutions related to the maintenance of the client's financial records....SuggestedMinimum wageTemporary workWork experience placementLocal area- Job Description Job Description Parts Sales - Preferred Industrial Equipment or Auto Parts Monday through Friday work schedule, 8 Hours per day Ability to use computer, internet and our system required Good employee and customer interaction requiredSuggestedMonday to Friday
Accurate Forklift Inc
Santa Rosa, CA24 days ago - ...Description Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and... ...help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a...SuggestedWork experience placementLocal areaImmediate startRelocation
JPMorganChase
Santa Rosa, CA19 days ago $11 - $80 per hour
Overview Join to apply for the Block Advisor Tax Advisor - Remote role at H&R Block 2 days ago Be among the first 25 applicants Join to apply for the Block Advisor Tax Advisor - Remote role at H&R Block Company At H&R Block, we believe in the power of people helping people...SuggestedRemote jobMinimum wageFull timeTemporary workLocal areaFlexible hours- ...Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon... ...business by providing a turn-key approach to LTC and Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced...SuggestedImmediate start
$16.06 - $24.09 per hour
...to be a part of H&R Block! What you'll do...: As the Block Advisors Accounting Specialist, you will p rovide bookkeeping and payroll... ...in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across...SuggestedMinimum wageFull timeTemporary workWork experience placementLocal area$68.64k
...Financial Advisor Redwood Credit Union is looking for a Financial Advisor who will provide investment, retirement, annuity, advisory... .... Ability to analyze situations and recommend workable solutions for Members. Ability to establish and maintain effective working...Work experience placementWork at officeRelocationHome officeWeekend work$67.09k - $80.8k
...consultations via phone or video with individuals who have requested information Identify client needs and offer tailored coverage solutions Follow up with prospects and manage your pipeline in our CRM Participate in ongoing training and mentorship sessions Work...Permanent employmentFull timePart timeRemote workFlexible hours$55.79k
Redwood Credit Union is looking for a talented Auto Sales Advisor to research, locate and sell a variety of vehicles to our Members and... .... Ability to analyze situations and recommend workable solutions for Members. Ability to establish and maintain effective working...Work experience placementWork at officeRelocationHome officeWeekend work- Our client, a lean family office, is seeking an intellectually curious, motivated, and hard-working associate with a passion for investing and technology to join their dynamic team. About the Role The Associate will assist in every phase of the investment process...Work at office
Hunter SF
Sonoma, CA2 days ago $100.3k - $233.2k
About the Hiring Team Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance...Work experience placementWorldwideRelocation packageTencent
Santa Rosa, CA3 days ago- Overview Paws for Purple Hearts, a 501 (c)(3) organization, dedicated to improving the lives of America’s Warriors facing mobility challenges and trauma-related conditions such as PTSD, TBI & MST by providing the highest quality service dogs and canine-assisted therapeutic...Full timeWork at officeLocal area
- ...opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Rated... ...as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing...Work at officeLocal area
$85k - $121k
Job Description: This role requires you to live in the San Jose, CA area, as you will be on the local client campus 4-5 days a week. The Role As a Workplace Financial Consultant (WFC) you will work directly with plan sponsor contacts, client HR representatives...Live inWork at officeLocal areaFidelity Investments
Canyon, CA4 days ago- ...Relationship Banker in a Chase Branch, you will represent 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,...Immediate startAfternoon shift
$22.61 - $37.67 per hour
**Overview:** Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our...Hourly pay- ...having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence...Work at officeFlexible hoursShift workWeekend workDay shift
$23 - $31 per hour
...experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service...Hourly payWork experience placementWork at officeImmediate start$4,300 per month
...disability monthly earnings up to $10,000 per month. - Benefits Consultant: We are partnered with Cavignac, so our team has a Benefits advisor! Other Fun Facts About Windsor Management - We care A LOT about investing in our teams! For the last two years (2024-2026),...Work at officeImmediate startWindsor Management
Sonoma, CA3 days ago$4,000 per month
...you participate but it is done on a pre-tax basis. Benefits Consultant: We are partnered with Cavignac, so our team has a Benefits advisor! Other Fun Facts About Windsor Management We care A LOT about investing in our teams! We were recently recognized as a Great Place...Work at officeImmediate start$25 - $32.69 per hour
...services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to... ...help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive...Immediate startAfternoon shift
