• Actuary, Life Inforce Model Development

    Lincoln Financial (Sacramento, CA)
    …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their… more
    Lincoln Financial (08/08/25)
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  • Sr. Tax Planner

    Robert Half Finance & Accounting (San Rafael, CA)
    …Ability to operate independently in a dynamic and evolving role + Experience with broker - dealer platforms and financial planning tools is a plus Ideal Candidate ... Traits: + Collaborative Mindset: Works closely with advisors and shares expertise to elevate team performance + Strong Communicator: Translates technical tax concepts into digestible insights for clients and colleagues + Adaptable: Thrives in a fast-paced… more
    Robert Half Finance & Accounting (08/08/25)
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  • AVP, Sr. Counsel, Life & Annuities

    Lincoln Financial (Sacramento, CA)
    …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their… more
    Lincoln Financial (08/08/25)
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  • Lead Client Services Officer

    City National Bank (Los Angeles, CA)
    …Qualifications** * 5 or more years of Customer Service or Operational experience at a Broker Dealer * 5 or more years of management and/or supervisory experience ... * FINRA Series 7, 66, and 24 *Additional Qualifications* * Bachelor's degree in Business, Finance, or related area or equivalent experience preferred. * Knowledge of Equities, Mutual Funds, Fixed Income, Retirement Accounts, CDARS, 529 Plans, and CNS Advisory… more
    City National Bank (08/07/25)
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  • Client Service Associate

    Robert Half Finance & Accounting (Walnut Creek, CA)
    …and firm policies + Punctuality and reliability Preferred: + Experience with broker - dealer platforms (eg, LPL) + Familiarity with financial products and ... services + Series 7 and 66 licenses (preferred but not required) + Experience in a Registered Investment Advisor (RIA) environment + Comfort with automation tools or scripting for business processes Note: Excited about this role? We'd love to hear from you!… more
    Robert Half Finance & Accounting (08/04/25)
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  • Client Service Associate

    Robert Half Finance & Accounting (Walnut Creek, CA)
    …skills and detail oriented + Experience with CRM systems (Salesforce preferred) and broker - dealer platforms (LPL a plus) + Ability to multitask, prioritize, and ... manage client needs + Series 7 and 66 licenses preferred but not required Note: Excited about this role? We'd love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (JC) del Rosario - let's explore how this opportunity could… more
    Robert Half Finance & Accounting (08/04/25)
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  • AVP, Annuity Technical Support

    Lincoln Financial (Sacramento, CA)
    …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their… more
    Lincoln Financial (08/02/25)
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  • Specialist, Project Management Support

    Lincoln Financial (Sacramento, CA)
    …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their… more
    Lincoln Financial (08/01/25)
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  • Senior Wealth Advisor

    Umpqua Bank (Sacramento, CA)
    …+ Other responsibilities as assigned. + Demonstrates compliance with all bank and broker / dealer regulations for assigned job function as applied to designated ... job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. +… more
    Umpqua Bank (07/26/25)
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  • Consultant II, Group Underwriting (750-4,999)

    Lincoln Financial (Sacramento, CA)
    …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their… more
    Lincoln Financial (07/22/25)
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