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- Morgan Stanley is seeking a Registered Client Service Associate in Santa Rosa, CA, to support Financial Advisors and teams. You will handle client inquiries, process transactions, onboard clients, and maintain accounts with attention to accuracy and compliance. The role...Suggested
$75k - $110k
A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional client support and assist Financial Advisors. The ideal candidate will have a High School Diploma, potentially a college degree, and strong skills in interpersonal ...Suggested$90k - $110k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique...SuggestedWork at officeLocal areaRemote work2 days per weekSocket
Santa Rosa, CA19 hours ago- ...to support and advisors' business by providing a turn-key approach to LTC and Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They also must have the ability to grow and...SuggestedImmediate start
Columbia Bank (WA, OR & ID)
Santa Rosa, CA2 days ago - ...with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide...Suggested
$40 - $50 per hour
...contracts are signed by the Marketing Manager, VP, or SVP. Products / Services could include - Visa, Consumer Lending, Community, Wealth Management, Membership, Home Loans etc. Market Analysis and Innovation Monitor the competitive landscape and industry best practices...SuggestedHourly payContract workTemporary work$16.9 - $25 per hour
...your pets covered Pre-paid legal coverage, access to experienced attorneys that can help you with any legal issue 24/7 A generous wealth accumulation program will help you achieve financial security for retirement. We offer a 401(K) Plan w/ Match upon eligibility and...SuggestedHourly payFull timeLocal areaFlexible hours$20 - $24 per hour
...Employee Assistance Program (EAP), teammates have access to free confidential counseling, wellness coaching, and self-care tools. Wealth: We are committed to helping you build financial security, recognize your contributions, and invest in your future. 401(k) with...SuggestedBase plus commissionHourly payFull timeTemporary workPart timeFlexible hoursShift work$27.31 - $31.73 per hour
...will not hire outside the predetermined range. Hourly Range: $27.31- $31.73 At SMC Ltd. we recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here,...SuggestedHourly payWork experience placement- ...each posted job opportunity, as we will not hire outside the predetermined range. At SMC Ltd. we recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here,...SuggestedContract workWork experience placement
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...SuggestedWork at office$70k - $75k
...Client Service Specialist Santa Rosa, CA Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client...SuggestedWork at officeRemote work2 days per week$20 - $24 per hour
...factors. Full-Time Teammate Benefits: Health - medical coverage, dental and vision insurance, virtual care, mental health resources. Wealth - 401(k) with company match, HSA/FSAs, performance bonuses, teammate discount. Peace of Mind - time off, vacation, sick time,...SuggestedHourly payFull timePart timeRelocationVisa sponsorshipFlexible hoursShift workNight shiftDay shiftAfternoon shiftWeekday work- ...each posted job opportunity, as we will not hire outside the predetermined range. *At SMC Ltd. we recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here,...SuggestedHourly payPermanent employmentWork experience placementShift workNight shiftAfternoon shift
SMC Medical Manufacturing
Santa Rosa, CA14 days ago $112.5k - $150k
...wills, trusts, powers of attorney, and advance healthcare directives. Tax Planning: Provide advice on tax‑efficient strategies for wealth transfer, including gift tax, estate tax, and generation‑skipping transfer tax planning. Trust Administration: Advise...Suggested$19 - $21 per hour
...Piece of This Company: LinkUs is an Employee Stock Ownership Plan (ESOP) company. Every employee builds real equity and long-term wealth as the company grows. This is real ownership that grows as the company grows. Company Vehicle, Fuel Card, and Tools Provided: Everything...Extra incomeFull timeSeasonal work$18.21 - $20 per hour
...Employee Assistance Program (EAP), teammates have access to free confidential counseling, wellness coaching, and self-care tools. ~ Wealth: We are committed to helping you build financial security, recognize your contributions, and invest in your future. ~401(k) with...Base plus commissionHourly payFull timeTemporary workPart timeLocal areaFlexible hoursDay shiftAfternoon shift- ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Hourly payTemporary workWork at officeLocal area
- ...basic math for cash accounting is required Your Perks and Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer: Employee Assistance Program...Contract workPart timeLocal area
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Hourly payTemporary workWork at officeLocal area
$48.23k - $196.49k
...stand tall as one of the fastest-growing real estate companies in the region. What sets Jana Adams Associates apart: # A Wealth of Quality LEADS: Say goodbye to the struggle of finding clients; we offer a constant flow of high-quality prospects. # First-Class...Full timeLocal areaMonday to FridayFlexible hoursWeekend workJana Adams & Associates - LPT Realty
Santa Rosa, CA3 days ago$1,000 - $5,000 per month
...landscape by making it possible for everyday families to own Class-A multifamily properties, building passive income and generational wealth. This is not a traditional sales role. Your mission is not to "close deals." Your expertise is in sparking curiosity. You are...Remote jobFull timeShare Community Development Corp Scdc Houston
Santa Rosa, CA12 hours ago- ...fastest-growing financial brokerage in the industry and onboarding remotely across the US. At GFI, we are not just about building wealth but about transforming that wealth into meaningful impact, helping you turn dreams into reality. Whether you are championing a global...Remote jobHourly payFull timePart timeFor contractorsImmediate start
$1,000 - $5,000 per month
...driven opportunity for a select few business development partners. We provide a pathway for everyday families to build generational wealth by owning multi-million dollar real estate portfolios. Your role is to find them and invite them to the conversation. The Role...Remote jobFull timeShare Community Development Corp Scdc Houston
Santa Rosa, CA12 hours ago$1,000 - $5,000 per month
...driven opportunity for a select few business development partners. We provide a pathway for everyday families to build generational wealth by owning multi-million dollar real estate portfolios. Your role is to find them and invite them to the conversation. The Role...Part timeShare Community Development Corp Scdc Houston
Santa Rosa, CA12 hours ago$50k - $80k
...Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon to be wealth management services to small and medium sized businesses and their owners. We currently have 48 offices across 14 States with much...Work experience placementWork at officeFlexible hoursPT&C Group LLC
Santa Rosa, CA25 days ago$74k - $100k
The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the...InternshipLocal area- ...legacy firm with a modern culture. With over 80 years of dedicated workers’ compensation defense in California, Hanna Brophy balances a wealth of experience and a strong, diverse client base, with cutting-edge technology that allows our attorneys to practice efficiently. We...Work at office
$24 - $31 per hour
...Description Job Description Redwood Credit Union is looking for an Investment Coordinator will be a productive contributor to the Wealth Management department. Under limited supervision, provide administrative support to Advisors in the Wealth Management department,...Hourly payWork experience placementWork at officeRelocationHome office- ...advisory firm is seeking a Tax Manager with a specialized focus in Estate, Gift & Trust taxation to join their growing Private Wealth practice. This is a high-impact, client-facing role working with high-net-worth individuals, families, and closely held entities...Private practiceWork at officeRemote workFlexible hours
