- Robert Half Finance & Accounting (San Ramon, CA)
- …+ CFP(R) designation (required). + 5+ years of experience in the financial services industry. + Proven success in a client -facing financial advisory role. ... + Strong analytical, problem-solving, and interpersonal skills. + Self-starter with a client - service mindset and commitment to ethical practices. + Candidates… more
- Travelers Insurance Company (Sacramento, CA)
- …loving what you do and where you do it. **Job Category** Customer Service , Sales **Compensation Overview** The annual base salary range provided for this position ... how people protect what matters most! As an Insurance Advisor Trainee, you'll become a trusted sales consultant helping...an expert -Real Impact from Day One: manage your client relationships and close deals -Master Consultative Selling: no… more
- City National Bank (Los Angeles, CA)
- * ADVISOR II - FOREIGN EXCHANGE* WHAT IS THE OPPORTUNITY? This colleague is responsible for meeting sales goals by servicing existing foreign exchange clients, ... selling new FX services to existing clients as appropriate and, depending on...Interface with various operations units to ensure that FX client issues and concerns are addressed. * Interface with… more
- H&R Block (Colma, CA)
- …tools (video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer additional products and services + Provide ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- UNUM (Sacramento, CA)
- …to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout ... Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a...role, the incumbent is responsible for demonstrating exceptional customer service for business serviced by Unum/Colonial Life. It is… more
- Sedgwick (San Francisco, CA)
- …to coordinate case management within company standards, industry best practices and specific client service requirements; and to manage the total claim costs ... Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental |...while providing high levels of customer service . **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Analyzes and processes… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …a high level of customer service , and address and resolve escalated advisor and client issues. * Use appropriate interpersonal styles and communicate ... to drive department sales objectives and to increase financial advisor utilization within a specific territory. * Works closely...minimum of eight (8) years' experience in the financial services industry. * ~ OR ~ * Any equivalent… more
- Oracle (Sacramento, CA)
- …Experience in cloud-native architectures (AWS/GCP/Azure), especially with managed RDBMS services . Comfortable reading different coding languages such as C or ... C+Bonus: Experience in a Chief Architect or Technical Advisor role in a fast-paced, matrixed organizations **Responsibilities** 1. Technical Expertise (Especially in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with complex financial planning, close mentorship from an experienced advisor , and clear growth opportunities. Compensation includes bonuses, profit sharing, ... compensation. + Conduct risk and performance reviews to support client plans. + Analyze unique client scenarios...email or LinkedIn. Requirements + 4-8+ years in financial services ; wealth management or RIA experience preferred. + Familiarity… more
- ICF (Los Angeles, CA)
- Description **Regulatory Advisor , Energy and Utilities (California)** **Preferred Location** : Los Angeles, CA **Ready to make a difference? ** ICF is seeking a ... response, flexible load management, distributed energy resources, smart grid services , electric vehicles, building electrification, decarbonization and GHG emission… more