NewHome Loan Consultant - Financial Services Background Preferred Generations Home LoansHome Loan Consultant - Financial Services Background PreferredDavis, CA$100,000–$300,000 / yearYou will advise borrowers on loan options, affordability, qualification steps, and the broader financing process while working closely with agents and internal lending teams. This role is built around helping clients make informed home financing decisions while developing strong referral relationships in the real estate community.
NewAttorney State Farm Mutual Automobile Insurance CompanyAttorneySacramento, CA$117,700–$195,000 / yearWith the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Other than authorized and pro bono work, State Farm attorneys are not permitted to handle any legal business outside of State Farm and candidates must cease all outside practice and all suit involvement before joining State Farm.
NewAdministrative Assistant Elite One CapitalAdministrative AssistantSacramento, CAResponsibilities include managing client files, coordinating appointments, tracking pending items, assisting with internal processes, and supporting overall office operations. With over 75 years of combined business and advising experience in the marketplace, our team brings a deep understanding of financial strategies, client service, and long-term planning.
Financial Services Associate I - IV Full Time 32 Hours Sierra Central Credit UnionFinancial Services Associate I - IV Full Time 32 HoursRoseville, CA$20.09–$28.16 / yearThis range includes base salary (or hourly wages) and does not include possible overtime for non-exempt employees or any applicable performance-based incentives or commissions. In this role, you will be responsible for providing exceptional customer service, processing transactions accurately, and promoting our products and services to customers.
Financial Services Associate I - IV - Virtual Branch - On Site Sierra Central Credit UnionFinancial Services Associate I - IV - Virtual Branch - On SiteYuba City, CA$20.09–$28.16 / yearThis range includes base salary (or hourly wages) and does not include possible overtime for non-exempt employees or any applicable performance-based incentives or commissions. In this role, you will be responsible for providing exceptional customer service, processing transactions accurately, and promoting our products and services to customers.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateCA$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Financial Analyst III, Financial Business Services Sutter HealthFinancial Analyst III, Financial Business ServicesSacramento, CA$45.60–$68.40 / hourTotal compensation considers multiple factors, including, but not limited to a candidate's experience, education, skills, licensure, certifications, departmental equity, training, and organizational needs. Provides analysis, including financial modeling, forecasting and feasibility studies to support strategic business decisions and to determine financial impacts of potential business opportunities.
Director of UC ANR Business & Financial Services Unit - Davis, CA, Job ID 86763 University of CaliforniaDirector of UC ANR Business & Financial Services Unit - Davis, CA, Job ID 86763Davis, CA$114,300–$167,600 / yearUnder the general direction of the UC ANR Associate Vice President of Finance and Capital Planning (AVP), the Director of the Business & Financial Services Unit provides strategic leadership, organizational direction, change management and high-level coordination of administrative and operational services in support of UC ANR Principal Investigators, senior leadership, programs, and units. Internal Candidates*: To apply as an internal UC ANR employee, please go to: https://ucphrprdpub.universityofcalifornia.edu/psp/ucphrprd/EMPLOYEE/HRMS/c/HRS_HRAM_EMP_FL.HRS_CG_SEARCH_FL?Page=HRS_APP_JBPST_FL&Action=U&FOCUS=Employee&SiteId=18&JobOpeningId=86763&PostingSeq=1.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerSacramento, CA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerCA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerSacramento, CA$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Audit Manager - Financial Services CroweAudit Manager - Financial ServicesSacramento, CaliforniaThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services.
Data Engineering, Management & Governance Senior Manager/Associate Director - Financial Services Accenture PlcData Engineering, Management & Governance Senior Manager/Associate Director - Financial ServicesSacramento, CAData Engineering, Management & Governance Senior Manager and the job duties are as follows: Architect scalable solutions for new rollouts, enhancements, and lifecycle maintenance, integrating best practices across DevOps, MLOps, and DataOps frameworks. Drive cross-functional project planning for complex IT initiatives, defining objectives, technology stacks, systems architecture, schedules, budgets, and staffing strategies in collaboration with senior leadership.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerSacramento, CAThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Financial Services Specialist – California All Financial FreedomFinancial Services Specialist – CaliforniaSacramento, CA$40,000–$85,000This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
Account Executive – Financial Services SageAccount Executive – Financial ServicesSacramento, CAWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
FINANCIAL SERVICES TECHNICIAN United States ArmyFINANCIAL SERVICES TECHNICIANRancho Cordova, CA$61,945–$80,525 / yearFINANCIAL SERVICES TECHNICIAN, GS-0503-8: Must have at least one year of specialized experience, equivalent to at least the GS-07 level, in: providing analysis, validation, processing and correction of financial transactions and issues/problems involving the full range of financial management services and accounting functions; Experience with inter-related systems and processes across multiple functional areas and their interoperability to ensure the validity and accuracy of all disbursements, collections, and adjustments related to financial records; Experience reconstructing inaccurate accounts, gathering and organizing information for inquires, and resolving problems; Experience suggesting specific changes to the guidelines and development of control mechanisms; Experience in fact-finding and investigative techniques that identify, analyze and recommend solutions regarding fiscal accounting activity. MILITARY MEMBERS WITH BONUSES: Upon acceptance of a military technician position military members who are currently receiving a military Reenlistment/Extension Bonus (REB) or GI Bill-SR Kicker may lose incentive eligibility and may be subject to termination or suspension of incentive (includes indefinite and temporary technicians on assignment for more than 180 days in any continuous 12-month period).
FINANCIAL SERVICES TECHNICIAN (ACCELERATED HIRE) United States ArmyFINANCIAL SERVICES TECHNICIAN (ACCELERATED HIRE)Rancho Cordova, CA$61,945–$80,525 / yearFINANCIAL SERVICES TECHNICIAN (ACCELERATED HIRE), GS-0503-8: Musthave at least one year of specialized experience, equivalent to at least the GS-07 level, in: providing analysis, validation, processing and correction of financial transactions and issues/problems involving the full range of financial management services and accounting functions; Experience with inter-related systems and processes across multiple functional areas and their interoperability to ensure the validity and accuracy of all disbursements, collections, and adjustments related to financial records; Experience reconstructing inaccurate accounts, gathering and organizing information for inquires, and resolving problems; Experience suggesting specific changes to the guidelines and development of control mechanisms; Experience in fact-finding and investigative techniques that identify, analyze and recommend solutions regarding fiscal accounting activity. MILITARY MEMBERS WITH BONUSES: Upon acceptance of a military technician position military members who are currently receiving a military Reenlistment/Extension Bonus (REB) or GI Bill-SR Kicker may lose incentive eligibility and may be subject to termination or suspension of incentive (includes indefinite and temporary technicians on assignment for more than 180 days in any continuous 12-month period).
Sales Transformation Consultant - Manager Financial Services Accenture PlcSales Transformation Consultant - Manager Financial ServicesSacramento, CADeliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Insurance and Financial Services Position - State Farm Team Member Peter Schiro - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberSacramento, CAAs Insurance and Financial Services Representative for Peter Schiro, State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
Oracle Technology Sales Director - Financial Services Accenture PlcOracle Technology Sales Director - Financial ServicesSacramento, CAInteracts with senior management levels at clients and within Accenture, determines pursuit strategies, develops client messaging plans and relationships, and applies industry-leading Oracle transformation strategies and practices. You develop relationships with key buyers and decision-makers at new and existing clients by utilizing a differentiated roadmap and framework leveraging the latest cloud-based technologies.
Financial Services Analyst 1 University of CaliforniaFinancial Services Analyst 1Sacramento, CA$28.13–$38.62 / hourp>Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. Read your bargaining unit's employment contract, stay abreast of current negotiations and learn about collective bargaining at UC: https://ucnet.universityofcalifornia.edu/labor/bargaining-units/index.html.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesSacramento, CARemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
CPQ Consultant - Financial Services Accenture PlcCPQ Consultant - Financial ServicesSacramento, CAThe work: While there will never be a typical day at Accenture Song, weve highlighted a few of your exciting responsibilities: Help clients transform and optimize their CRM, sales, quoting experience, and pricing strategies. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration.
NewRaley''s Financial Services Analyst I / Accountant Bashas' Inc.Raley''s Financial Services Analyst I / AccountantWest Sacramento, CASince our founding in 1935, our store operations have grown to include more than 235 locations across four states and four Tribal Nations under eight well-known banners: Raley's, Bel Air, Nob Hill Foods, Raley's O-N-E Market, Bashas', Food City, AJ's Fine Foods and Bashas' Diné Market. Today, the Raley's, Bel Air Markets, Nob Hill Foods and Raley's O-N-E Market banners carry on Tom's legacy of innovation by serving as more than grocery stores.
Client Services Financial Coordinator (BLANK AST 3) University of CaliforniaClient Services Financial Coordinator (BLANK AST 3)Davis, CA$29.40–$42.14 / hourp>Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. Read your bargaining unit's employment contract, stay abreast of current negotiations and learn about collective bargaining at UC: https://ucnet.universityofcalifornia.edu/labor/bargaining-units/index.html.
Patient Financial Services Representative BAART ProgramsPatient Financial Services RepresentativeSacramento, CaliforniaBAART Programis looking for hard-working and conscientious Patient Access Representative/ Patient Account Representative to perform various administrative tasks with a keen eye for detail. Here is what you can expect from us: BAART Programa progressive substance abuse treatment organization, is committed to the highest quality of patient care in a comfortable outpatient clinic setting.
Director, Enrollment Services - Financial Aid Sierra CollegeDirector, Enrollment Services - Financial AidRocklin, CAFinancial aid trends, issues, strategies, regulations and compliance in the state, regionally, nationally, and internationally; Methods and techniques of federal needs analysis and student financial aid award packaging; Database management, student information systems, statistical data interpretation, and the application of information technology to financial aid services to contribute to student enrollment, success, retention, and completion; Collaborative problem solving and conflict resolution techniques; Accounting and budgeting methods, audit procedures, statistics, and data interpretation; Management concepts and practices, including change management, organizational and motivational techniques; Personnel management practices and techniques of supervision and staff evaluation; Employment processes, collective bargaining processes, data collection, and report writing; Laws, regulations, and legislation relevant to assigned program areas; Safety practices; Ability to: Envision, develop and maintain short and long term strategic plans; Coordinate and direct financial aid services for historically underrepresented and underserved student populations; Recommend and implement goals, objectives, policies and procedures for providing financial aid services. Adhere to critical deadlines while working with frequent interruptions; Establish and maintain effective working relationships; Commitment to equity and student success; To interact and work effectively with a diverse population utilizing exceptional interpersonal and intercultural skills; Perform consistently under the pressure of deadlines and other administrative demands; Plan and manage in an environment of shared governance; Demonstrate integrity and consistency; Communicate effectively verbally and in writing; Effectively coordinate group work efforts; Effectively utilize social/interpersonal skills; Utilize listening and negotiating skills; Interact effectively with District faculty and staff, and the community; Set priorities and establish goals and objectives; Organize work and manage time effectively; Conduct effective meetings.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalSacramento, 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 Advisor Edward D Jones & Co LPFinancial AdvisorCitrus Heights, CA$45,000–$100,000 / yearEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorWoodland, CAWith the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Associate Financial Advisor Royal Bank of CanadaAssociate Financial AdvisorEl Dorado Hills, CA$45,000–$75,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high performance culture.
Advisor Development Program - Financial Solutions Advisor Trainee: Fort Sutter Financial Center Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee: Fort Sutter Financial CenterSacramento, CA$28.85–$33.65 / hourRole Specifics:As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Sacramento Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Sacramento MarketSacramento, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorSacramento, CAFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Wealth Financial Advisor - Roseville, CA Corebridge Financial IncWealth Financial Advisor - Roseville, CARoseville, CACandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Senior Consultant, Engagement Financial Advisor Deloitte Touche Tohmatsu LtdSenior Consultant, Engagement Financial AdvisorSacramento, CA$84,300–$155,400 / yearAs a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Financial Solutions Advisor - Yuba City Financial Center Bank of America CorpFinancial Solutions Advisor - Yuba City Financial CenterYuba City, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Wealth Financial Advisor - Roseville, CA Corebridge FinancialWealth Financial Advisor - Roseville, CARoseville, CaliforniaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor - Sacramento, CA Corebridge FinancialFinancial Advisor - Sacramento, CARoseville, CaliforniaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor - Sacramento, CA Corebridge Financial IncFinancial Advisor - Sacramento, CARoseville, CAWe align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
Financial Solutions Advisor Registration Candidate - Calvine Pointe Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Calvine Pointe Financial CenterSacramento, CA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Financial Solutions Advisor Registration Candidate - Arden Main Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Arden Main Financial CenterSacramento, CA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Retirement Plan Services Senior Associate TRC Talent SolutionsRetirement Plan Services Senior AssociateFolsom, CAAt TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers. The ideal candidate is highly organized, detail-oriented, and comfortable working in a fast-paced environment while managing multiple priorities.
Services Associate, Finance Services (Pricing) Deloitte Touche Tohmatsu LtdServices Associate, Finance Services (Pricing)Sacramento, CA$54,500–$100,300 / yearThe GPS Enterprise Solutions team provides specialized support such as proposal pricing to Deloitte's internal business units by developing new products and services to sustain our competitive advantage, while consistently improving our existing collection of systems, processes, and functions. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Financial Advisor Northwestern MutualFinancial AdvisorSacramento, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Solutions Advisor - Sterling Pointe Financial Center Bank of America CorpFinancial Solutions Advisor - Sterling Pointe Financial CenterLincoln, CA$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Center Manager I Simmons BankFinancial Center Manager IEl Dorado, MissouriFacilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)’ consumer loan portfolio(s); coach staff(s) to sell and handle consumer loan requests in an effective manner. Meet regularly with staff(s) regarding time management, communication skills, goal progress, regular business, bank security and operational policies to build employees’ confidence, competency and efficiency.
Financial Planning Associate Davis Family Financial LLCFinancial Planning AssociateSacramento, CA$50,000–$70,000Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.