84 Results for

Financial Services Jobs in Sonoma, CA

Jobs

San Rafael, CA10 days ago

Full-time
Employee

Responsibilities:Manage all aspects of client financial operations, including budgeting, cash receipts, and disbursementsSupport complex project-based accounting, including reconciliations and financial reportingHandle day-to-day business management activities such as bill pay and bookkeepingPrepare and review financial statements and client reportsPerform cash management activities, including bank reconciliations, cash flow monitoring, and projectionsProcess payroll and related filings, including payroll taxes and year-end reportingCoordinate with external parties such as advisors, vendors, and international counterparts as neededSupervise junior staff and assist with task prioritization and workflow managementOrganize, track, and manage multiple client deliverables and deadlines simultaneouslyProvide responsive, high-touch communication and support to clients and their teams. Requirements:3+ years of experience in accounting, business management, or client-service–oriented finance rolesStrong general ledger and transactional accounting knowledgeAdvanced Excel skills and comfort working with accounting and bookkeeping toolsStrong organizational, communication, and interpersonal skillsAbility to manage multiple clients and deadlines with minimal supervision.

Walnut Creek, CA30+ days ago

We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Fairfield, CA29 days ago

Remote

Full-time

We are expanding access to care across our communities through two acute-care hospitals, including a Level II Trauma Center and a Level III NICU maternity unit, along with a cancer center, urgent care locations, and a growing network of primary and specialty care clinics. Notice to Recruitment AgenciesNorthBay Health utilizes a managed service provider (MSP) for agency partnerships and is not currently engaging external recruiting firms outside of established agreements.

Windsor, CA30+ days ago

As a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.

Walnut Creek, CA30+ days ago

$70,000–$90,000 Per Year

If youre motivated by helping clients protect their future, grow wealth, and create long-term financial securitywhile building your own high-income careerthis is your opportunity. This role focuses on life insurance, retirement planning, and financial solutions, working closely with clients and existing Farmers agency opportunities.

Clayton, CA26 days ago

As an Insurance and Financial Services Specialist, you will be the go-to expert for our clients, assisting them with a wide range of services and helping them secure the insurance policies they need to protect what matters most. We are looking for a dynamic and enthusiastic Insurance and Financial Services Specialist to join our team and help us continue to deliver unparalleled support and solutions to our valued customers.

Fairfield, CA30+ days ago

Remote

$36–$43.76 Per Hour
Full-time

We are expanding access to care across our communities through two acute-care hospitals, including a Level II Trauma Center and a Level III NICU maternity unit, along with a cancer center, urgent care locations, and a growing network of primary and specialty care clinics. Due to state-specific employment requirements and workers’ compensation regulations, we are unable to support remote work arrangements in the following locations: Washington, Ohio, Wyoming, North Dakota, Puerto Rico, and the U.S. Virgin Islands.

Fairfield, CA30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Walnut Creek, CA30+ days ago

$36–$39 Per Hour

Essential Duties and Responsibilities** Some additional essential duties, responsibilities and requirements for the Funeral Services Supervisor role include: + Provide the highest quality services and products + Direct and control the operational activities of the location + Expand the location’s business and manage costs to achieve annual financial and marketing goals + Select, train and motivate location staff to service excellence + Participate in community as a part of local promotional efforts + Ensure the location’s operating practices comply with appropriate regulations and Company policies **Who should apply?** **Requirements** + At least 2 years of managerial experience or 5 years of industry experience + Bachelor’s Degree Preferred and completion of a diploma training program at a college or technical school specializing in Funeral Services + Appropriate state Funeral Director licensure and/or 5 years of industry experience.

Walnut Creek, CA30+ days ago

Full-time

Security-by-design: Ensure requirements incorporate appropriate security and privacy controls, including authentication and session handling, data-at-rest and data-in-transit expectations, secure storage, jailbreak/root detection considerations, and logging hygiene. Value-add mobile capabilities: Enable teams to appropriately leverage platform-native capabilities such as push notifications, biometrics, deep links, camera/file flows, device permissions, and feature flagging.

Mill Valley, CA30+ days ago

Remote

Full-time

Many of our highest-performing partners create a significant, scalable income by building teams and recurring revenue streams. Meet clients virtually (Zoom / phone) and guide them through the protections that build generational wealth.

Fairfield, California30+ days ago

$118,518.94–$154,074.63 Per Year

The job duties, elements, responsibilities, skills, functions, experience, educational factors and the requirements and conditions listed in this job description are representative only and not exhaustive or definitive of the tasks that an employee may be required to perform. Provide the highest possible level of service to clients; Promote teamwork and cooperative effort among employees; Maintain safe practices; and.

Santa Rosa, CA25 days ago

$52,000–$65,651

Responsible for the coordination of all credit and collection procedures on the front end, assessing and rapid resolution of self-pay account balances, assessment of all private pay accounts, and verifying insurance and other governmental programs for inpatient and outpatient accounts. Supplemental Receptionist Coverage: Able to fill in to help the reception desk if needed, including answering and redirecting phone calls, greeting and providing callers or visitors with information, and duties related to this coverage as requested.

Santa Rosa, California24 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Santa Rosa, California19 days ago

Concord, CA7 days ago

$105,643.20–$145,267.20 Per Year

Knowledge of issues related to federal, state, and local laws and regulations relevant to housing improvement, including grant application requirements and procedures; planning and environmental requirements and federal regulations relating to community development block grant funding; federal grants and state laws related to non-profit organizations; and budget, accounting and performance measurement techniques; homlessness, including community needs and service gaps; programs and resources for housing development; public/private sector approaches and techniques to stimulate and promote housing development; financial techniques and procedures relating to housing development and expansion of affordable housing opportunities; and community social agencies and resources. The Housing and Community Services Division is responsible for the implementation and administration of federal, state, and local grants to support lower-income residents with a goal of improving the quality of life for the community as well as engaging in issues around homelessness, including overseeing the implementation of the City's Homeless Strategic Plan.

Sonoma, California30+ days ago

Evaluates incoming patient calls, visits or correspondence and answers questions, resolves issues and assists with payment arrangements for traditional Self-pay and/or patient balance after insurance; prepares accounts for bad debt write off. Demonstrated ability to curteously listen to patients who are frustrated with their charges/bills, demonstrate empathy and compassion and provide information/options to help them manage their situation in a calm and professional manner.

Benicia, CA30 days ago

Full-time

Yandell Companies delivers fully integrated supply chain solutions for the wine, specialty food, and beverage industries combining transportation, warehousing, fulfillment, and value-added services into one seamless platform. This role goes beyond traditional reporting — you will work directly with Sales, Operations, and Accounting to understand what’s driving performance, surface insights, and help leadership make better decisions.

Santa Rosa, CA20 days ago

Remote

$150,000–$200,000

If you're tired of long commutes or missing moments with family, this work-from-home opportunity offers a real path to a meaningful career — with free, proven training and full support. Mink Life & Legacy is seeking motivated, coachable individuals who want more time and more control.

New!

El Sobrante, CA4 days ago

Section 504 Coordinator: Christine Hatcher, Comprehensive Coordinated Early Intervening Services Plan (CCEIS), 3000 Parker Road, Richmond, CA 94806, (510) 307-4671, christine.hatcher@wccusd.net . The West Contra Costa Unified School District is seeking qualified candidates for a position that requires a Bachelor's Degree, preferably with a concentration in accounting, finance, or a related field; or a comparable combination of units and work experience.

SAN RAFAEL, California12 days ago

$21–$26 Per Hour

Overview: Join Healthcare Services Group (HCSG) as an Environmental Services Manager in Training, where you will learn to manage your own account and oversee housekeeping, laundry, and floor care operations at a long-term care facility. Additional Pay Information: Pay wage will vary based on objective factors, including location, years of experience, staffing needs, and other business reasons.

Berkeley, CA30+ days ago

$100,000–$125,000 Per Year

The JCC's core programs include early childhood education and preschool; camp and afterschool programs; teen engagement; older adult activities; intergenerational Jewish holiday celebrations; and ongoing opportunities to connect with Jewish life and our richly diverse community. The JCC East Bay operates from four locations: our full-service building in Berkeley, afterschool programs at Joaquin Miller Elementary and Hintil Cuu Ca Preschool in Oakland, and administrative offices on our soon to be flagship campus in Oakland.

Berkeley, CA30+ days ago

Full-time

Success in this role looks like a Front Desk that stays organized and responsive, a concierge function that feels easy for members to use, strong shift execution, and clear follow-through on issues that need to move to the Director of Club Operations. • Provide hourly operational coverage across member services or related operations areas during scheduled days off, vacations, or business needs, using checklists and clear escalation.

Fairfield, California30+ days ago

$77,430.47–$96,788.08 Per Year

El Sobrante, CA7 days ago

$25.75–$28.98 Per Hour

Help with a variety of production-related elements, including building props and sets or labeling and organizing merchandise in conjunction with our creative needs and cross-functional teams. We firmly believe that working in a culture focused on diversity, equity, and inclusion (DEI) spurs innovation, creates healthy and high-performing teams, and delivers superior customer experiences.

Novato, California30+ days ago

We offer a competitive Benefits Program that includes affordable health insurance and Health Reimbursement Accounts (HRA), Dental and Vision Insurance, Educational and Continuing Education Benefits, Student Loan Repayment and Loan Forgiveness, Retirement Plan, Group Life and AD&D Insurance, Short term and Long Term Disability benefits, Professional Fee Reimbursement, Mileage and Cell Phone Reimbursement, Scrubs Reimbursement, Loupes Reimbursement, Employee Assistance Programs, Paid Holidays, Personal Days of Celebration, Paid time off, and Extended Illness Benefits. Overview: Marin Community Clinics, founded in 1972, is today, a multi-clinic network with a wide array of integrated primary care, dental, behavioral, specialty and referral services.

Petaluma, CA7 days ago

Our Assistant Managers help to build the systems and processes needed to guide our Direct Support Professionals as they assist with day to day tasks, joining clubs, going out to eat, hiking, enjoying movies, going on vacations and more. Strong management skills with the ability to work collaboratively in a diverse organization, maintaining a positive work environment and leading change through teamwork.

Santa Rosa, CA16 days ago

$110,000–$115,000 Per Year

For the health and safety of our team members and residents, Oakmont Management Group may require team members to vaccinate, participate in daily screening, surveillance testing, and to wear face coverings and other personal protective equipment (PPE) to prevent the spread of the COVID-19 or other communicable diseases, per regulatory guidelines. The Health Services Director is a licensed nurse responsible for coordinating resident care and medication management under the medical direction and supervision of the residents’ attending physicians in order to ensure the resident remains as independent as possible for as long as possible.

Petaluma, CA13 days ago

Our Assistant Managers help to build the systems and processes needed to guide our Counselors as they assist with day to day tasks, joining clubs, going out to eat, hiking, enjoying movies, going on vacations and more. Strong management skills with the ability to work collaboratively in a diverse organization, maintaining a positive work environment and leading change through teamwork.

Vacaville, CA16 days ago

Full-time

The Clinical Manager works collaboratively with the Clinical Nurse Specialist, Organizational Development, Department Director, related Clinical Managers and Providers to develop and validate the clinical competency of staff, in order to establish a collegial and interdisciplinary patient care environment. The Clinical Manager is a Registered Nurse who has 24-hour responsibility and accountability for the clinical and operational management of Hospital throughput Wound Care Services, including Administrative Coordinators, Discharge Lounge, Transfer Center, Staffing Office and the Center for Wound Care.

Santa Rosa, CA30+ days ago

Lead and train staff on all club level sales activities including telephone inquiries, guest registrations, Digital Tool Kit club tours and membership enrollments. The Crunch Member Services Supervisor (MSS) will assist with the delivery of an amazing Crunch Member Experience, through a successful operation of the front desk and related departments.

Suisun City, California26 days ago

Walnut Creek, CA30+ days ago

Successful Allstate Agency Owner Jared Burns-Coffin is seeking a qualified professional to join their winning team for the role of Insurance Customer Service Account Manager. We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better.

Windsor, CA30+ days ago

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

New!

Santa Rosa, CA6 days ago

Remote

$25–$50

Deliver high-level customer service to retail and commercial clients, including restaurants, grocery stores, convenience stores, schools, hotels, hospitals, and military bases. Install, maintain, and service commercial refrigeration and HVAC equipment, including walk-ins, reach-ins, rack systems, and ice machines.

Santa Rosa, CA18 days ago

$19.70–$23.17 Per Hour
Part-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

Fairfax, CA30+ days ago

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Walnut Creek, CA30+ days ago

$17–$22.40 Per Hour

We purchase these items directly from our nonprofit partners, redirecting billions of pounds of used items away from landfills and on to our store racks and shelves for reuse, and providing our partners with valuable funding for their community-based programs and services. Summary & Positions: At Savers / Value Village our Customer Service Associates create an awesome experience for our Customers, Donors and other Team Members.

Albany, CA7 days ago

PHISHING SCAM WARNING: Goodwill of Central and Northern Arizona/Goodwill Industries of Monocacy Valley, Inc/Goodwill of the San Francisco Bay ("GCNA/GIMV/GSFB") are among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. Ensures that the store complies with all policies and procedures relating to Security, Health, and Safety, coordinating with various Goodwill divisions, as needed; influences any changes necessary to meet statutory requirements, ensuring minimum risk to Team Members and the business.

Fairfield, CA29 days ago

Full-time

As a Secur-Serv Technician you will install, troubleshoot, diagnose, and make repairs to a wide range of hardware including printers, cash recyclers, document finishing equipment, office equipment, servers, PCs, and data communications equipment. Join Secur-Serv because we are committed to professional and personal growth, working with employees to develop a defined career path and helping them achieve their career goals with internal and external training and tuition reimbursement.

New!

American Canyon, CA4 days ago

$21–$22 Per Hour

As a Gaming Associate, your role involves close collaboration with casino personnel and dealers, encompassing tasks like handling casino chips, verifying game fairness and accuracy, and promptly reporting any suspicious activity. After making a conditional offer and running a background check, if Knighted is concerned about a conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.

Pleasant Hill, CA30+ days ago

This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.

Walnut Creek, CA30+ days ago

$85,000–$110,000

Long-term, BEW expects the Associate Advisor to progress to an Advisor, which would include greater responsibility in leading meetings, acting as a financial planning subject matter expert, and serving as the primary point of contact with clients. Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.

Santa Rosa, CA30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Corte Madera, CA30+ days ago

Full-time

Napa, CA30+ days ago

Full-time

Concord, California30+ days ago

Remote

$117,700–$221,250 Per Year

With 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.

Walnut Creek, CA30+ days ago

$110,000–$165,000

Long-term, BEW expects the Advisor to progress to a Lead Advisor, which would include leading Firm initiatives, managing Associate Advisors, participating in business development efforts, and taking more of a primary role with BEW’s new and existing relationships. Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.

Walnut Creek, CA24 days ago

The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.

Walnut Creek, CA30 days ago

Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother. Beyond the office, we proudly sponsor and support a variety of local organizations and events including Walnut Creek Girls Hockey, Toys for Tots, Oakland Pride, and the Walnut Creek Chamber of Commerce, contributing more than $11,600 to community initiatives.

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Financial Services Jobs in Sonoma, CA

Business Manager/Accountant Company Confidential

Allstate Insurance and Financial Services Account Manager Allstate Agency of Jared Burns-Coffin

Supervisor, Patient Financial Services Customer Service (On-Site/Hybrid/Remote) Northbay Healthcare

Financial Services Representative - State Farm Agent Team Member Renee Hyde - State Farm Agent

Farmers Financial Services Representative John Pressley Farmers Insurance

Insurance and Financial Services Position - State Farm Team Member Tim McGallian - State Farm Agent

Supervisor, Hospital Patient Financial Services (Onsite, Hybrid, Remote) Northbay Healthcare

Financial Advisor First Command Financial Services, Inc.

Funeral Services Supervisor SCI Shared Resources, LLC

Product Associate - Mobile Services - Payments JPMorgan Chase Bank, N.A.

Financial Solutions Coordinator - Remote New Freedom Financial LLC

Manager of Overpayment Recovery Services Partnership HealthPlan of California

Financial Counselor (Santa Rosa) Northern California Behavioral Health System

Risk Advisory Services Principal Baker Tilly Advisory Group, LP

Senior Manager, Transactions Advisory Services Baker Tilly Advisory Group, LP

Community Services Program Analyst City of Concord, CA

Financial Counselor Sonoma Valley Hospital

Financial Planning & Analysis (FP&A) Analyst (On-Site) Yandell-SCW

Entry Level Financial Protection Specialist (Remote) MINK Life & Legacy Agency

Director, Business Services West Contra Costa USD - Richmond

Environmental Services - Manager in Training Healthcare Services Group, Inc.

Director of Campus Operations and Event Services JCCs of North America

Interim Member Services OEM Merritt Hospitality, LLC d/b/a HEI Hotels & Resorts

Health Services Analyst I Partnership HealthPlan of California

Merchandise Coordinator, Creative Services Williams-Sonoma

Senior Financial Analyst Marin Community Clinics

Assistant Manager - Supported Living Services Lifehouse Agency

Health Services Director- LVN Oakmont Senior Living

Assistant Manager - Independent Living Services Lifehouse Agency

Clinical Manager, Wound Care, Clinical Support Services and Transfer Center Northbay Healthcare

Member Services Supervisor Crunch - Bay Area

Customer Service Representative Community Choice Financial Family of Brands

Insurance Customer Service Account Manager Allstate Agency of Jared Burns-Coffin

Customer Service Representative - State Farm Agent Team Member Renee Hyde - State Farm Agent

Commercial HVAC/R Service Technician RSC Mechanical

Retail Customer Service Associate FedExGround

Customer Service Representative - State Farm Agent Team Member Brittany Keyes - State Farm Agent

Customer Service Associate Savers / Value Village

Customer Service Manager Goodwill San Francisco Bay

Field Service Technician Secur-Serv

Customer Service Gaming Associate Knighted Ventures

Associate Wealth Advisor Beacon Pointe Advisors LLC

Associate Advisor Burton Enright Welch

J.P. Morgan Wealth Management - Private Client Advisor - Sonoma County, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Marin County, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Napa, CA and Surrounding areas JPMorgan Chase Bank, N.A.

Trial Attorney - Insurance Defense State Farm

Advisor Burton Enright Welch

Senior Wealth Advisor Columbia Bank

Sales Representative Entry Level Walnut Creek - Northwestern Mutual

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