Financial Services Tax - Real Estate Manager PwCFinancial Services Tax - Real Estate ManagerIrvine, CA$99,000–$266,000 / yearPwC 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 . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
Financial Services Representative - State Farm Agent Team Member Amy Blackwell - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberMurrieta, CAFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Amy Blackwell - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
State And Local Tax Financial Services Senior Manager PwCState And Local Tax Financial Services Senior ManagerIrvine, CA$124,000–$335,000 / yearAs a State and Local Tax Financial Services Senior Manager, you will play a pivotal role in helping our clients navigate complex tax landscapes, focusing on business restructuring, new tax laws, and local tax developments. 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 .
Insurance and Financial Services Position - State Farm Agent Team Member Susie Kang - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberOrange, CAFull timeAs our SALES & ACCOUNT REPRESENTATIVE, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Susie Kang State Farm Insurance Agency is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerIrvine, 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 Representative - 14th Street - Spanish Preferred Altura Credit UnionFinancial Services Representative - 14th Street - Spanish PreferredRiverside, CaliforniaFunctions in any operational role necessary to expedite Member transactions and ensure Member wait times are minimal to include new accounts, fraud processing, loan applications/signings, wire transfers, Member research, and assisting at the Welcome Center, including but not limited to processing teller transactions utilizing RTA or while on the teller line. The Financial Services Representative’s primary function is to increase each Member’s profitability potential by fulfilling their financial needs through effective profiling and providing a successful and rewarding experience.
Financial Services Tax - Real Estate Senior Manager PwCFinancial Services Tax - Real Estate Senior ManagerIrvine, CA$124,000–$335,000 / yearWithin our Tax practice, you will help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. 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 .
Junior Wealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueJunior Wealth Advisor - The Baldwin Group Financial ServicesIrvine, CaliforniaRespond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up. Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.
Life Services Financial Solutions Advisor (Series 7 required) - Lincoln, RI Bank of AmericaLife Services Financial Solutions Advisor (Series 7 required) - Lincoln, RIRiverside, CaliforniaKey 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. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Services Assistant Penske Honda OntarioFinancial Services AssistantOntario, CA$17–$21.50Accounts for all monies collected for each transaction, provides copies of check/visa slips, and takes steps necessary to ensure all funds are collected in 10 days or less. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Financial Services Representative - State Farm Agent Team Member Alex Mora - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberOrange, CAPart timeAssist clients in identifying their insurance needs and recommending appropriate personal lines products (auto, home, renters, etc.). Our State Farm mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
Insurance and Financial Services Position - State Farm Agent Team Member Nate Nguon - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberTustin, CAFull timeROLE DESCRIPTION: Nate Nguon Ins and Fin Svc Inc - State Farm Agency (Tustin, CA) is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Producer, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value.
Corporate Counsel, Financial Services Collaborative SolutionsCorporate Counsel, Financial ServicesSanta Ana, CaliforniaWe are looking for a Corporate Counsel to serve as the designated legal lead for our growing Financial Services business and our payments ecosystems across business lines partnering closely with other members of our Legal and Financial Services teams. Working familiarity with payments and money movement concepts (money transmission, stored value/wallets, EFTA/Reg E, card network basics) sufficient to spot issues and partner effectively with business teams.
Financial Services Audit Senior Withum Smith+Brown, PCFinancial Services Audit SeniorOrange County, CA$80,000–$115,000 / yearStrong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.
Retirement Consultant - The Baldwin Group Financial Services BRP Group, Inc.Retirement Consultant - The Baldwin Group Financial ServicesIrvine, CAThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business.
Consumer Investments - Financial Services Representative I (Lincoln, RI) Bank of AmericaConsumer Investments - Financial Services Representative I (Lincoln, RI)Riverside, CaliforniaWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank.
Director of Technology - Financial Services (CA) Publicis Groupe SADirector of Technology - Financial Services (CA)Irvine, CACore Banking, Payment Systems and Flows, Regulatory Frameworks, Risk Management) You will be experienced in influencing very senior client stakeholders (up to the C-suite) and be responsible for building client advocates across all levels You will bring a mature PoV on the topics that matter the most across the NA FS sector and a strategy of how to convert ideas into revenue You will have experience delivering Digital Business Transformation for Financial Services sector clients underpinned by modern technology and methodology You'll have the ability to navigate the unknown and lead from the front in helping structure work and drive solution options and estimations at different RFP stages You will be experienced in delivering end-to-end outcomes for clients starting from ideation to value realization Your Technology & Engineering skills You have extensive experience in defining end-to-end enterprise architecture and leading complex distributed applications development that leverages Cloud platforms (e.g. public, private, cooperative, asset & wealth management, investment banking) Help to drive enterprise-scale engineering transformation and AI adoption to enable accelerated growth initiatives and best-in-class customer experiences Be part of the FSNA Financial Services Leadership team and directly contribute towards regional business growth by bringing new ideas and go-to-market strategies to unlock new revenue opportunities Contribute towards Publicis Sapient best in class engineering practices & initiatives, mentor and inspire a diverse and highly motivated engineering talent Represent Publicis Sapient in FSNA technology industry forums and platforms Qualifications Qualifications - Skills, Experience & Differentiators You will possess strong knowledge of at least one segment of the NA Banking Sector (e.g.
Financial Services Representative - State Farm Agent Team Member Kristi Kim - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberChino Hills, CA$50,000–$60,000 / yearFull timeROLE DESCRIPTION: As a Customer Relations Representative - State Farm Agent Team Member with Kristi Kim - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Services Representative - State Farm Agent Team Member Lelly Woo-Grimes - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberGarden Grove, CAFull timeLelly Woo-Grimes, the #1 Life Insurance Agent in the company and one of the Top 100 Agents nationwide, is looking for an ambitious Sales Representative to join her team in Garden Grove, CA. Work directly with a dynamic and compassionate leader who believes in developing people and building communities.
Insurance and Financial Services Position - State Farm Team Member Lelly Woo-Grimes - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberGarden Grove, CAFull timeLelly Woo-Grimes, the #1 Life Insurance Agent in the company and one of the Top 100 Agents nationwide, is looking for an ambitious Bilingual Sales Representative to join her team in Garden Grove, CA! Work directly with a dynamic and compassionate leader who believes in developing people and building communities.