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Financial Services Advisor jobs in California

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FINANCIAL SERVICES ADVISOR

SALARY & BENEFITS Starting pay of $23.00 - $29.00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Semi-annual bonuses for meeting key financial and operational goals Medical, Dental,...

CompanyMonterra Credit Union
AddressPalo Alto, CA
CategoryAccounting/Finance
Date Posted 7 days ago See detail

Financial Services Advisor

Monterra Credit Union

Palo Alto, CA

SALARY & BENEFITS Starting pay of $23.00 - $29.00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Semi-annual bonuses for meeting key financial and operational goals Medical, Dental,...

7 days ago seen See more...

Financial Services Professional - Hybrid Remote (CA)

Bankers Life

Pleasanton, CA

Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning - Develop a client base by growing relationships with your network, establish and m...

yesterday seen See more...

Experienced European Service Advisor

Pajouh Automotive Center

Chico, CA

Creates a world class customer service experience. Schedules service appointments. Obtains customer and vehicle data prior to arrival when possible.. Greets customers in a timely, friendly manner and obtains vehicle information.....

2 days ago seen See more...

Service Advisor

Chico Nissan

Chico, CA

Job Title: Nissan Service AdvisorJob Summary:We are searching for a highly organized and customer-oriented individual to join our team as a Service Advisor. The ideal candidate will possess excellent communication skills, have a s...

2 days ago seen See more...

Automotive Customer Service Advisor

Icahn Automotive Group

Rowland Heights, CA

First point of contact for customers on the phone and in the store. Responsible for engaging customers, scheduling appointments, building trust, understanding needs, communicating processes and timelines, and selling parts and ser...

2 days ago seen See more...

Service Advisor

Lacarguy

Los Angeles, CA

2+ years of prior experience as an Automotive Dealership Service Advisor - Required.. Open to all brand experience. . Strong communication and interpersonal skills. Dedication to delivering exceptional customer service. Ability to...

2 days ago seen See more...

Service Advisor

Jaguar Land Rover Los Angeles

Los Angeles, CA

Medical. Dental. Vision. Life/AD&D/LTD. 401K Plan with employer contributions. Vacation/Sick Time. Maintain Customer Satisfaction Index (CSI) rating as set by service manager. Greets customers in a timely, friendly manner and obta...

2 days ago seen See more...

Academic Advisor (Student Services Professional II) New

California State University

San Diego, CA

Three years of experience working in a college or universitys admissions, advising, evaluations, registrar, or other student service-related office is preferred. Experience working with a large diverse student population and pres...

12 hours ago seen See more...

Investment Services - Financial Advisor - Bay Area

Golden 1 Talent Acquisition Team

San Francisco, CA

Job Family Non-Manager. Job Function Non-Manager. Pay Type Salary. Min Hiring Rate $66,650.00. Max Hiring Rate $66,650.00....

2 months ago seen See more...

Associate Client Services Advisor

Vistage Worldwide

San Diego, CA

Welcome to our home. Our US headquarters sits in the heart of San Diegos UTC area. It features an open, modern aesthetic with lots of collaboration spaces, free lattes and nitro cold brew coffee on tap! From our San Diego base, w...

2 days ago seen See more...

Financial Services Professional – Hybrid Remote (CA)

Bankers Life

Bakersfield, CA

If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.Personal...

2 days ago seen See more...

Senior Financial Advisor

Farther Finance

San Francisco, CA

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. You'll be supported every step of the way with a full suite of techno...

3 days ago seen See more...

Financial Services Representative - Member Engagement - Glendale/San Diego

North Island Credit Union

San Diego, CA

Responsibilities: Position is open in San Diego or Glendale, CA Principal Accountabilities: Assumes responsibility for exceptional member service; adherence to all Regulatory/Compliance policies and ability to manage associated ri...

3 days ago seen See more...

Call Center Representative (Member Service Advisor I)

Skyone Federal Credit Union

Hawthorne, CA

Calling on and collaborating with prospects and existing members to determine their financial needs and formulate a relationship development plan that specifies ways in which products and services can meet their business or person...

3 days ago seen See more...

SVP / VP Financial Advisor

Farther

Long Beach, CA

Company Description *Applicants can apply to this position from anywhere in the continental U.S. We are 100% remote and deliver excellence across all U.S. time zones. Qualifications RESPONSIBILITIES Source and manage prospects, ef...

3 days ago seen See more...

Financial Advisor

York Life

Davis, CA

Required Visa Status:CitizenGCUS CitizenStudent VisaH1BCPTOPTH4 Spouse of H1BGC Green CardEmployment Type:Full TimePart TimePermanentIndependent - 1099Contract W2C2H IndependentC2H W2Contract Corp 2 CorpContract to Hire Corp...

6 days ago seen See more...

Service Advisor

Porsche Walnut Creek

Walnut Creek, CA

$112,700 - $207,800 a year

Prepare accurate Repair Orders showing time, cost and labor estimates, verifying warranty and service contracts and reviewing with clients. Help to identify mechanical problems with fact-finding questions and performing and intera...

6 days ago seen See more...

Financial Services Representative

Monterra Credit Union

Half Moon Bay, CA

SALARY & BENEFITS Starting pay of $20.00 - $22.00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Semi-annual bonuses for meeting key financial and operational goals Medical, Dental,...

7 days ago seen See more...

Lead Financial Services Representative

Monterra Credit Union

Palo Alto, CA

SALARY & BENEFITS Starting pay of $28.00 - $32.00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Semi-annual bonuses for meeting key financial and operational goals Medical, Dental,...

7 days ago seen See more...

Financial Advisor

Nexus Talent Connect

San Diego, CA

Dive deep into clients' financial landscapes, analyzing goals, risk tolerance, and current status to chart a course to success. Design bespoke financial plans and investment strategies tailored to each client's unique ambitions an...

7 days ago seen See more...

Associate Financial Advisor / Paraplanner

Farther Finance

San Francisco, CA

Generate andupdate financial plans for prospective clients in planning software. Analyze and recommend investment portfolios for clients. Perform tax impact analysis for client portfolios changes. Coordinate all prospect and cli...

7 days ago seen See more...

Personal Banker/Financial Services Representative- Glendale

California Credit Union

Glendale, CA

Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate fi...

a week ago seen See more...

Student Services Specialist - Enrollment Srv/Financial Aid & Basic

El Camino Community College

Torrance, CA

Abilities/Skills:Perform specialized paraprofessional duties in an assigned area of Student Services.Read, interpret, apply and explain rules, regulations, policies and procedures related to a specialized area of Student Services....

4 days ago seen See more...

Biller I - HB Patient Financial Services - F/T Days, Hybrid

University Of California - Irvine Health

Anaheim, CA

medical insurance

Background Check and Live Scan. Legal Right to Work in the United States. Vaccination Policies. Smoking and Tobacco Policy. Drug Free Environment. California Child Abuse and Neglect Reporting Act. E-Verify. Pre-Placement Health Ev...

2 weeks ago seen See more...

Financial Advisor

Empower

Los Angeles, CA

Review, coordination, and oversight of income tax accrual process in IFRS, USGAAP, and statutory bases of accounting. Preparation and review of required financial statement analytics in all bases of accounting. Federal and state i...

2 weeks ago seen See more...

Service Area Chief Financial Officer - PCN - CA

Providence

Irvine, CA

Carry out the mission, vision and values of Providence St. Joseph Health. Provide leadership to ensure achievement of regional operating results and strategies as delegated by the CFO - PCN - CA and Service Area CEOs. Work with th...

7 days ago seen See more...

Financial Advisor - career shift opportunity

Edward Jones

Oakland, CA

Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For ranking by Great Place to Work and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Fortune's 100 Best Companies to Work...

2 weeks ago seen See more...

Financial Advisor - career shift opportunity

Edward Jones Careers

Apple Valley, CA

Paid training - Get registered and licensed and learn how to be a Financial Advisor with the industry's top training program1. Salary for the first four years as you begin to build your practice2. A firm-provided branch office in...

2 weeks ago seen See more...

Financial Advisor - Tustin, CA - Market 28, Region 076

Edward Jones

Tustin, CA

Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For ranking by Great Place to Work and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Fortune's 100 Best Companies to Work...

2 weeks ago seen See more...

Financial Advisor

Edward Jones Careers

Redding, CA

Paid training - Get registered and licensed and learn how to be a Financial Advisor with the industry's top training program1. Salary for the first four years as you begin to build your practice2. A firm-provided branch office in...

2 weeks ago seen See more...

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