- Humana (Sacramento, CA)
- …to address healthcare opportunities and challenges with technology-enabled solutions. As an Advisor in our team, you'll enable Humana leaders as they leverage modern ... Experience working with/in large organizations + Business analytics and/or financial experience + Master's or other post-secondary degree **Additional Information**… more
- H&R Block (Elk Grove, CA)
- …have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful. It would be even better if you also had ... benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with minimal turnover and a clear career path to becoming a Lead Advisor . Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities: + Partner ... Lead Advisors: Attend meetings, gather data, create and present financial plans. + Collect and analyze client financial...top jobs, competitive compensation and benefits, and free online training . Stay on top of every opportunity - whenever… more
- Thrivent Financial (Lakewood, CA)
- …and prospects. The Associate reports to and is employed/contracted by the Financial Advisor . Thrivent Investment Management Inc. is the sponsor for FINRA ... and their families. Responsibilities may include working with a Financial Advisor to develop and implement business...advisor . Must be willing to complete appropriate state training in order to sell Long Term Care if… more
- Columbia Bank (Irvine, CA)
- …for better. **About the Role:** Provide administrative & operational support for one or more Financial Advisor (s) and serve as a liaison between Financial ... coordinating schedules and prepare correspondence and documents. + Relieve Financial Advisor (s) of a significant number of...- knowledge may be gained through coursework and on-the-job training . Keeps up to date on regulation changes. +… more
- Wells Fargo (Fresno, CA)
- …role you will:** + Answer phones and greet and direct visitors + Assist Financial Advisor (s) colleagues with service and operational related activities such as ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- Wells Fargo (Beverly Hills, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- Kestra Financial (Palo Alto, CA)
- …the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting ... manage both client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with an established multi-family office based in San Francisco is seeking a Client Associate to serve as a key relationship manager and trusted advisor to ... This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services. Client Associate… more
- HUB International (San Rafael, CA)
- …Retirement Partners, LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under advisement, and $8.5B ... advisors in more than 120 offices throughout the United States, GRP's financial advisors provide investment services to over 9,000 retirement plans with over… more