Financial Services Representative TransGlobal Holdings Co.Financial Services RepresentativeCaliforniaRemoteIn this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services. At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.
NewClient Value Executive - Financial Services TransUnionClient Value Executive - Financial ServicesCARemote$63,000–$105,000 / yearThe Client Value Executive - Financial Services role is a client-facing sales and account management role partners closely with Client Executives to drive client satisfaction, support product implementation, and identify opportunities for revenue growth through upsell and cross-sell initiatives. For You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back.
Senior Product Marketing Manager - Financial Services NVIDIASenior Product Marketing Manager - Financial ServicesUs, CaliforniaHigh-Stakes Storytelling: Identify "big-picture" success stories within the ecosystem and serve as a lead writer for various audiences, crafting blogs, technical deep-dives, and pitches that help our teams drive both demand and earned media. Enhance Sales and Partner Enablement: Combine our updated strategies and FSI messaging to develop new partner assets (i.e. solution briefs, success stories, and training) to help them become more effective demand generation partners, rather than fulfillment channels.
Financial Services Analyst 3 (Onsite) University of CaliforniaFinancial Services Analyst 3 (Onsite)Merced, CA$70,320.80–$101,362.15 / yearServe as the alternate building operations manager for 1635 M Street; supporting building operations management tasks such as emergency response management, lease and utilities usage review in coordination with campus Facilities Management, contacting the UCMFM Building Manager and submitting work orders for urgent maintenance needs, and flagging building security concerns with UCMPD, when the Director (Primary) is not available. Under the direction of the Director of Strategic Initiatives and in alignment with the Dean's overall goals for the unit, the Financial Services Analyst has primary responsibility for the day-to-day financial management, analysis and reporting of all financial activities, reconciliation of revenue and expense accounts, procurement and all associated financial processes within the Division of Professional & Continuing Education (PACE), a self-support unit that reports up to UC Merced's Academic Affairs Division.
Solutions Marketing Manager, Financial Services AlteryxSolutions Marketing Manager, Financial ServicesCaliforniaRemoteAs the Financial Services Solutions Marketing Manager, you will: Support Financial Services GTM Execution - Help execute the go-to-market strategy for Alteryx’s financial services initiatives, translating strategic direction into industry-specific campaigns, plays, and field-facing assets. This role will focus on bringing our industry strategy to life through credible and authentic content, messaging, campaigns, and field-facing assets that demonstrate exactly how Alteryx solves the unique business problems faced by financial institutions.
Financial Services Specialist (Remote) All Financial FreedomFinancial Services Specialist (Remote)Old Palo Alto, CARemoteThe ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
Student Financial Services Specialist CSU CareersStudent Financial Services SpecialistCaliforniaMust be able to apply accounting procedures and practices to the analysis of complex accounting problems; analyze and interpret accounting data; apply problem solving techniques in finding solutions to complex accounting problems; understand and apply applicable rules, regulations, policies, and procedures; review documents and data for accuracy and completeness; post figures rapidly and accurately; trace and make correcting entries; prepare statements and reports which require utilization of a variety of sources; post information to journals, registers, and ledgers; assemble and compile data used in the preparation of financial reports and/or analysis; balance and reconcile assigned accounts; prepare trial balances; and enter codes and data into the computer and review computer output for accuracy; use current computer word processing and spreadsheet software programs (including Word, Excel and Outlook), web browsers, integrated financial systems and/or other types of records management systems, including student accounting, and student financial aid. The primary function of this position includes processing refunds, identifying returned ACH and check items, undelivered and stale-dated student checks, assisting students with interpreting their accounts in person, via email, or by phone, and reconciling and verifying student payments.
Student Financial Services Specialist California State University Dominguez HillsStudent Financial Services SpecialistCaliforniaMust be able to apply accounting procedures and practices to the analysis of complex accounting problems; analyze and interpret accounting data; apply problem solving techniques in finding solutions to complex accounting problems; understand and apply applicable rules, regulations, policies, and procedures; review documents and data for accuracy and completeness; post figures rapidly and accurately; trace and make correcting entries; prepare statements and reports which require utilization of a variety of sources; post information to journals, registers, and ledgers; assemble and compile data used in the preparation of financial reports and/or analysis; balance and reconcile assigned accounts; prepare trial balances; and enter codes and data into the computer and review computer output for accuracy; use current computer word processing and spreadsheet software programs (including Word, Excel and Outlook), web browsers, integrated financial systems and/or other types of records management systems, including student accounting, and student financial aid. The primary function of this position includes processing refunds, identifying returned ACH and check items, undelivered and stale-dated student checks, assisting students with interpreting their accounts in person, via email, or by phone, and reconciling and verifying student payments.
Financial Services Representative - State Farm Agent Team Member Vicky Chen - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberChino Hiills, CA$23–$26 / hourFull timeOur established State Farm agency is seeking a motivated Financial Services Representative to help clients protect what matters most and achieve their financial goals. This position offers an excellent opportunity for individuals interested in professional sales, customer relationship management, and long-term career growth in the financial services industry.
Remote Insurance & Financial Services Litigation Attorney (California) Elite Talent ConsultingRemote Insurance & Financial Services Litigation Attorney (California)CaliforniaRemoteRemoteAttorney #LitigationJobs #InsuranceDefense #ERISALaw #CaliforniaAttorneys #LegalJobs #AttorneyJobs #RemoteLegalJobs #LitigationCareers #LawJobs #HiringNow #LegalRecruiting #EliteTalentConsulting #NowHiring #RemoteWork . Join a respected national law firm that litigates complex matters involving ERISA, disability, life, health, long-term care, fraud, and employer-plan benefit disputes .
Financial Services Specialist (Remote) Global Financial ImpactFinancial Services Specialist (Remote)CaliforniaRemoteWe seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families.
Patient Financial Services Supervisor San Joaquin County CaliforniaPatient Financial Services SupervisorSan Joaquin County, CAKNOWLEDGE Medical terminology, coding, procedure and diagnosis codes; completion of UB04 and CMS 1500 claims forms, government, managed care and third party payer billing, electronic claim submission systems and hospital patient accounting systems; accounts receivable methods and procedures; claim attachment specifications; regulatory and legal guidelines; appeals processes; principles of planning and organizing work; methods of researching, gathering, organizing and reporting data; personal computer systems and general office computer software; public relations techniques; advanced filing and record keeping systems; complex correspondence and report formats; arithmetical operations related to advanced clerical/technical/financial processes; basic principles of training and supervision; advanced cash handling procedures. PHYSICAL/MENTAL REQUIREMENTS Mobility-Frequent operation of a data entry device, repetitive motion, sitting for long periods, walking; occasional standing, pushing, pulling, bending, squatting, climbing; Lifting-Frequently 5 pounds or less; occasionally 5 to 30 pounds; Visual-Constant good overall vision and reading/close-up work; frequent color perception and use of eye/hand coordination; occasional use of depth perception and peripheral vision; Hearing/Talking-Frequent hearing of normal speech, hearing/talking on the telephone, talking in person; Emotional/Psychological-Frequent decision making, concentration, and public contact; Special Requirements-Some assignments may require working weekends, nights, and/or occasional overtime; Environmental-Occasional exposure to varied weather conditions.
Lakebase Associate Director- Financial Services Databricks IncLakebase Associate Director- Financial ServicesCA$292,500–$402,150 / yearLead with outcomes for key Lakebase personas - including platform teams and developers, data teams, and central IT - articulating how Lakebase helps them ship features faster, simplify operational data architectures, and improve governance and cost efficiency. This high-impact role sits within the Lakebase Go-To-Market team and partners closely with Industry Account Executives within our Financial Services vertical to drive adoption of Lakebase with platform, application, and data teams.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalMerced, CaliforniaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
NewFinancial Service Representative -Travis Branch Travis Credit UnionFinancial Service Representative -Travis BranchTravis AFB, CaliforniaCandidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo. Maintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteCARemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor Trainee (Modesto, CA) Raymond James Financial IncFinancial Advisor Trainee (Modesto, CA)Modesto, CA$70,304–$77,000 / years66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
Senior Financial Advisor Blankinship & FosterSenior Financial AdvisorCaliforniaThis role is responsible for managing client relationships, leading the planning process for assigned clients, coordinating planning and investment management implementation with clients and professional partners, and helping drive firm growth through mentorship, collaboration, and business development. The Senior Financial Advisor serves as the lead advisor for assigned clients, providing comprehensive financial planning and strategic guidance across retirement, tax, estate, investment, insurance, charitable and education planning.
Sr. Analyst, Financial Systems: Oracle GL and Financial Close Alignment Healthcare IncSr. Analyst, Financial Systems: Oracle GL and Financial CloseCA$113,332–$169,999 / yearThe Senior Analyst, Oracle GL & Financial Close Systems (remote)is the technical subject matter expert responsible for the stability, configuration, and optimization of Oracle Cloud Financials'' General Ledger and Financial Close environment - the operational core that ensures every dollar is accurately recorded, reconciled, and reported in our Medicare Advantage business. Build, maintain, and optimize complex financial reports using Oracle Financial Reporting Studio (FRS), Smart View, and OTBI (Oracle Transactional Business Intelligence), providing Corporate Accounting and Finance leadership with the accurate, timely reporting they need to manage the business and meet external obligations.
Financial Advisor Teacher's Pension and Insurance ServicesFinancial AdvisorMountain View, Palo Alto, Belmont, CA$50,000–$75,000 / yearThe educator market is underserved but stable - teachers need specialized help with retirement planning, and we provide the access and support to serve them effectively.". We provide the leads, support, and market access while you focus on what you do best - helping educators secure their financial future.