Financial Advisor New York LifeFinancial AdvisorGlendale, CA$55,000–$1,267,753.01 / yearFull timePart timeJob description: As a New York Life Financial Services Professional, you will be working with clients in areas such as retirement planning, college funding, life insurance needs, investment strategies, and many areas of financial planning. Obtain optional licenses to sell investments and other securities products dealing with wealth management and advanced planning.
27086 Automotive Service Advisor/Writer Boardwalk Chrysler Dodge Jeep Ram27086 Automotive Service Advisor/WriterRedwood City, CAFull timeChrysler Dodge Jeep Ram is hiring experienced Service Advisors to join our family owned and operated dealership! Prior dealership experience as a Service Advisor is required.
Senior Manager, Corporate Insurance Vaco LLCSenior Manager, Corporate InsuranceGoleta, CA$155,000–$165,000p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Canadian residents may access our policies in English here and in French here.
NewSolar Service Advisor Simply SolarSolar Service AdvisorPetaluma, CAli>Prepare accurate, professional quotes for all service work, including: panel and system removal & reinstallation (R&R) for roofing projects, system troubleshooting and diagnostics, inverter, panel, and component repairs, battery storage additions (e.g., Enphase, Tesla Powerwall, Franklin), system expansions and panel add-ons, and real estate solar inspection reports and production summaries for home sales. Our dedicated service division specializes in solar system removals and reinstallations, repairs, battery additions, system expansions, and inspection reports.
NewInsurance Agent HealthMarketsInsurance AgentSacramento, CAHealthMarkets independent licensed insurance agents shall for all purposes be deemed to be independent contractors and shall have no authority to act or represent themselves as an employee or partner of HealthMarkets Insurance Agency. See HealthMarkets Privacy Policy at https://www.healthmarkets.com/privacy-policy and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
NewFinancial Advisor Associate StifelFinancial Advisor AssociateSanta Rosa, CAStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
NewAutomotive Service Advisor Ramona Tire & Service CentersAutomotive Service AdvisorBeaumont, CAp style="margin-bottom:0in">The Sales & Service Advisor will be exposed to moderate to loud noises, dust, exhaust fumes, lubricants, petroleum products, vapors, caustic materials, and other hazardous and non-hazardous materials. The Sales & Service Advisor must be able to meet the following physical requirements: Stand up to eight hours per day in the shop and able to walk to gain access to various areas of the building.
Insurance Defense Trial Attorney State Farm Mutual Automobile Insurance CompanyInsurance Defense Trial AttorneyCosta Mesa, CA$129,250–$180,000 / yearLOCATION: 611 Anton Boulevard, Suite 900, Costa Mesa, CA 92626 Responsibilities include, but are not limited to Handles litigation and other legal assignments in accordance with guidelines established by the Law Department Prepare and summarize reports for proceedings Trial strategy and case development Attends litigation events including trials, mediations, depositions, and hearings Qualifications Previous Experience required 2-15 years of civil trial litigation and jury trial experience preferably in the practice areas of insurance defense, medical malpractice, personal injury, or workers compensation Significant criminal jury trial experience as first chair will be considered Key Skills required Jury trial, mediation, and deposition experience File ownership Knowledge of local and state discovery rules, trial procedures, and applicable substantive law commensurate with level of experience Effective written and oral communication skills Ability to work in a team setting Technology/software experience required Ability to work efficiently with cases in electronic form Working knowledge of a Case Management system Working Knowledge of a Document Storage system Education requirements including licenses and certifications Must have an active law license to practice in the state of California and a member in good standing with the State Bar of California Additional Details Applicants are required to be eligible to lawfully work in the U.S. immediately. Potential starting salary range: $129,250.00 - $180,000.00 Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 24 % of base salary At State Farm, we offer more than just a paycheck.
CA-San Diego Senior Market Insurance Advisor – Lead a Team & Grow Your Book AMERICAN SENIOR BENEFITS LLCCA-San Diego Senior Market Insurance Advisor – Lead a Team & Grow Your BookSan Diego, California$90,000–$150,000 / yearp style="margin:0px">. Click Here.
Insurance Advisor — Client Solutions Golden Summit Wealth & Insurance Solutions a MassMutual FirmInsurance Advisor — Client SolutionsSacramento, CA$90,000–$220,000 / yearMassMutual Northern California is growing our team of insurance advisors who want more opportunity, more tools, and more ways to serve their clients. Location: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid).
Business Insurance Advisor Marsh & McLennan Companies IncBusiness Insurance AdvisorLos Angeles, CA$67,500–$125,800 / yearul>Responsible for developing existing client relationships and new business opportunities via meetings, telephone calls, networking events, building a Center of Influence Network and emails as agreed upon by the associate, Director of Business Insurance Sales and Practice Group Leader. Sales Associates are under close supervision of the Practice Group Leader and the Director of Business Insurance Sales, and performance is monitored to assess readiness for advancement after the Sales Associate meets sales goals required for validation.
Business Insurance Advisor Marsh McLennanBusiness Insurance AdvisorLos Angeles, Californiaul>Responsible for developing existing client relationships and new business opportunities via meetings, telephone calls, networking events, building a Center of Influence Network and emails as agreed upon by the associate, Director of Business Insurance Sales and Practice Group Leader. Sales Associates are under close supervision of the Practice Group Leader and the Director of Business Insurance Sales, and performance is monitored to assess readiness for advancement after the Sales Associate meets sales goals required for validation.
Insurance Sales Advisor Matthew Capbarat AgencyInsurance Sales AdvisorWalnut Creek, CA$50,000–$80,000 / yearMatthew Capbarat Agency, Farmers Insurance in Walnut Creek, California, is looking for a positive, enthusiastic individual to join our outstanding team as a Full-Time Insurance Sales Advisor. If you have proven your customer service and communication skills in another industry and are ready to learn and grow, we can teach you everything you need to know to be successful at our agency.
Licensed (S7, S66, Insurance) Client & Advisor Success Manager CbLicensed (S7, S66, Insurance) Client & Advisor Success ManagerUpland, Californiadiv>If you are soft‑spoken, passive, uncomfortable leading conversations, or prefer to work entirely behind the scenes, this role will not be a fit.If you: Speak confidently with clients. You are the person leadership trusts to prevent problems, not react to them.If something does not involve giving financial advice, it starts with you.What
Licensed (S7, S66, Insurance) Client & Advisor Success Manager- Zapata Private Wealth GroupLicensed (S7, S66, Insurance) Client & Advisor Success Manager-Upland, CAZapata Private Wealth Group is seeking a bilingual, licensed, execution‑driven professional to serve as the operational backbone and client‑facing anchor of our firm. Contact Zapata Private Wealth Group for more information at (909) 681-6900 & email denise@zapatawealth.com and cc service@zapatawealth.com.
P&C Insurance Producer / Client Advisor - San Francisco, CA Centered Insurance PartnersP&C Insurance Producer / Client Advisor - San Francisco, CAPhoenix, CAWhat sets us apart is our strong commitment to broad-based employee ownership—empowering every team member to share in the success we build together, fostering alignment, long-term thinking, and a true sense of partnership. The Property and Casualty Insurance Producer at Centered Insurance Partners is responsible for aggressively developing and managing an active sales pipeline through prospect outreach, client engagement, and comprehensive risk assessments.
Licensed Health Insurance Agents Specialty-Work from Home Sagility LtdLicensed Health Insurance Agents Specialty-Work from HomeCARemoteWhat You Will Need to Provide 19" (or larger) monitor with VGA or HDMI port and cable prior to your first day with BroadPath USB-wired mouse and optional USB-wired keyboard Ethernet cable with reliable hardwired internet (minimum 25mbps download / 10mbps upload) Internet that is not hard-wired, such as WiFi or cellular data connections, will not maintain a stable VPN connection and will result in removal from the project Maintain a private, distraction-free work-from-home environment to protect member confidentiality and eliminate background noise What BroadPath Provides Laptop, headset, and Bhive webcam for the duration of the assignment BroadPath, a Sagility Company, may conduct background checks, previous employment verifications, and education verifications, based on position requirements Diversity Statement At BroadPath, a Sagility Company, diversity is our strength. job Details Job title Licensed Health Insurance Agents Specialty-Work from Home About Sagility Sagility combines industry-leading technology and transformation-driven BPM services with decades of healthcare domain expertise to help clients draw closer to their members.
Licensed Insurance Agent Farmers Agency Presidents Council Top 1%Licensed Insurance AgentIrvine, CA$85,000–$105,000 / yearThis role is ideal for a driven sales professional who enjoys building relationships, generating new business, and delivering exceptional customer experiences. As a Licensed Insurance Agent, you will serve as a trusted advisor, helping clients evaluate their insurance needs and providing personalized coverage solutions.
Financial Advisor AmeripriseFinancial AdvisorLos Angeles, CaliforniaProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators.
Carrier Associate Benefit Advisor-Seasonal eHealth IncCarrier Associate Benefit Advisor-SeasonalCAIf so, our seasonal Carrier Associate Benefit Advisor role may be for you! eHealth, the leading private online marketplace for health insurance, is growing and looking for customer centric, career-driven individuals interested in launching a career within the insurance industry. Base pay is one component of eHealth's total rewards package, which also includes a monthly commission-based incentive plan, plus an array of benefits designed to support employees' personal and professional wellness.
Associate Benefit Advisor, Seasonal eHealth IncAssociate Benefit Advisor, SeasonalCABase pay is one component of eHealth's total rewards package, which also includes a monthly commission-based incentive plan, plus an array of benefits designed to support employees' personal and professional wellness. As a licensed position working within a regulated industry, all candidates must undergo extensive background checks, including lifetime criminal background and credit history reports.
Employee Benefits Advisor - Sales Morris & Garritano Insurance Agency, Inc.Employee Benefits Advisor - SalesIrvine, CA$100,000–$150,000 / yearp>Central Coast Best Places to Work by Pacific Coast Business Times (2018-2025) Leaders of Influence - Insurance by Orange County Business Journal (2023, 2025) Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024, 2025) NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018) Big "I" Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2025) 50 Fastest Growing Companies by Pacific Coast Business Times (2017 - 2025) UBA Advisor Awards (2022 - 2023). Work in our Irvine office alongside peers 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware.
Commercial Risk Advisor - Sales Morris & Garritano Insurance Agency, Inc.Commercial Risk Advisor - SalesIrvine, CA$100,000–$150,000 / yearp>What you will do: Work in our Irvine office alongside peers 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware. Work closely with your mentors and manager to gain a deep understanding of Commercial Lines coverages as well as industry knowledge, laws/regulations and best practices.
Financial Solutions Advisor - Parkside Financial Center Bank of America CorpFinancial Solutions Advisor - Parkside Financial CenterSan Francisco, CAp>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.). 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.
Bilingual Health Insurance Agent (Korean-English Alera GroupBilingual Health Insurance Agent (Korean-EnglishLos Angeles, CaliforniaCollective Choice, an Alera Group company, is looking for a Bilingual Health Insurance Agent (Korean/English) to join our team for a new role based from our Koreatown office location. Engage with prospective and existing clients by phone, online, and in person, ensuring timely follow-ups to maximize enrollment and satisfaction.
Senior Associate, Advisor NFP CorpSenior Associate, AdvisorSan Francisco, CA$90,000–$111,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
SVP, Advisor NFP CorpSVP, AdvisorLos Angeles, CA$150,000–$250,000 / yearli>Execute investment management and financial planning activities, including portfolio rebalancing, cash and money movements, required minimum distributions, tax-loss harvesting, charitable planning strategies, lending evaluations, and education funding analysis. As part of Wealthspires infrastructure, including its best-in-class investment and service teams, the Advisor will collaborate closely with the Ground Control Managing Directors and broader team to deliver integrated strategic wealth management solutions.
🚨 NOW HIRING: Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist 🚨 GIA Legacy Planning🚨 NOW HIRING: Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist 🚨Los Angeles, CaliforniaRemoteAt GIA Legacy Planning, we empower agents with training and mentorship to become trusted advisors in cash flow banking, generational wealth planning, and tax-free retirement using life insurance. Are you curious about Infinite Banking, tax-free wealth strategies, and how to create real financial impact for families?.
Life/Health Insurance Position - State Farm Agent Team Member Tim McGallian - State Farm AgentLife/Health Insurance Position - State Farm Agent Team MemberClayton, CAOur team thrives on building lasting relationships and providing tailored solutions that help individuals and families protect what matters most. Offer basic financial advice and direct clients to additional financial services to help them achieve long-term security.
Sales Advisor Beer Financial GroupSales AdvisorOxnard, Californiadiv class="job-description-container">Replies within 24 hoursBenefits:Stipend. As a valued member of our team, you’ll benefit from a top-tier support system with expert mentoring, advanced training, and cutting-edge technology—all supported by Northwestern Mutual, a Fortune 500-ranked company with an Aaa rating from Moody's and a leadership position in total dividend payouts in the billions of dollars paid annually.Commercial Risk Advisor - Sales Morris & Garritano InsuranceCommercial Risk Advisor - SalesIrvine, CA$100,000–$150,000 / yearul>Work in our Irvine office alongside peers 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware. Work closely with your mentors and manager to gain a deep understanding of Commercial Lines coverages as well as industry knowledge, laws/regulations and best practices.NewFinancial Advisor Northwestern MutualFinancial AdvisorCampbell, California$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.Subaru Service Advisor Jerry Seiner ValenciaSubaru Service AdvisorSanta Clarita, CA$5,000–$10,000 / yearFull timep>Automotive Service Advisor jobs • Service Writer jobs • Automotive Customer Service jobs • Dealership Service Advisor • Automotive Service Consultant • Subaru Service Advisor • Auto Repair Advisor • Automotive Sales & Service • Service Lane Advisor • Automotive Dealership Jobs in Valencia CA. This is an excellent opportunity for an experienced Service Advisor, Automotive Service Writer, or Automotive Customer Service Advisor looking for high earning potential, long-term career growth, paid training, and a supportive dealership environment.Financial Solutions Advisor - OC West Bank of America CorpFinancial Solutions Advisor - OC WestNewport Beach, 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 Solutions Advisor- San Ramon Valley/Contra Costa County Area Bank of America CorpFinancial Solutions Advisor- San Ramon Valley/Contra Costa County AreaPleasant Hill, CA$70,000–$80,000 / yearWorks 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.Financial Solutions Advisor - San Joaquin Valley Area Bank of America CorpFinancial Solutions Advisor - San Joaquin Valley AreaManteca, 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 Solutions Advisor - Stonestown Financial Center Bank of America CorpFinancial Solutions Advisor - Stonestown Financial CenterSan Francisco, CA$70,000–$80,000 / yearp>• 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Account Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications.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 Solutions Advisor- Newbury Park Financial Center Bank of America CorpFinancial Solutions Advisor- Newbury Park Financial CenterCA$70,000–$80,000 / yearp>• Account Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include: • Triage 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.Financial Solutions Advisor- Encino Financial Center Bank of America CorpFinancial Solutions Advisor- Encino Financial CenterEncino, CA$70,000–$80,000 / yearp>• Account Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include: • Triage 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.Financial Solutions Advisor - North OC Bank of America CorpFinancial Solutions Advisor - North OCPlacentia, 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 Solutions Advisor - Southern Inland Empire Bank of America CorpFinancial Solutions Advisor - Southern Inland EmpirePalm Desert, CA$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. 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 Solutions Advisor - Novato Financial Center Bank of America CorpFinancial Solutions Advisor - Novato Financial CenterNovato, CA$70,000–$80,000 / yearResponsibilities: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 solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.Financial Advisor First Command Financial Services, Inc.Financial AdvisorGarden Grove, CAp class="MsoNormal" style="margin-bottom:0in;line-height:15pt;background:white;vertical-align:baseline">©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), 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.Bilingual Health Insurance Agent (Korean-English) Alera GroupBilingual Health Insurance Agent (Korean-English)Los Angeles, CaliforniaCollective Choice, an Alera Group company, is looking for a Bilingual Health Insurance Agent (Korean/English) to join our team for a new role based from our Koreatown office location. Engage with prospective and existing clients by phone, online, and in person, ensuring timely follow-ups to maximize enrollment and satisfaction.Client Manager, Retirement Plans - The Baldwin Group Wealth Advisors The Baldwin Group Insurance Holdings, LLCClient Manager, Retirement Plans - The Baldwin Group Wealth AdvisorsIrvine, CAAny unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations.Registered Client Service Associate - Ameriprise Financial Advisors - San Jose, CA AmeripriseRegistered Client Service Associate - Ameriprise Financial Advisors - San Jose, CASan Jose, CaliforniaAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships.
Commercial Risk Advisor - Sales Morris & Garritano InsuranceCommercial Risk Advisor - SalesIrvine, CA$100,000–$150,000 / yearul>Work in our Irvine office alongside peers 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware. Work closely with your mentors and manager to gain a deep understanding of Commercial Lines coverages as well as industry knowledge, laws/regulations and best practices.
NewFinancial Advisor Northwestern MutualFinancial AdvisorCampbell, California$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
Subaru Service Advisor Jerry Seiner ValenciaSubaru Service AdvisorSanta Clarita, CA$5,000–$10,000 / yearFull timep>Automotive Service Advisor jobs • Service Writer jobs • Automotive Customer Service jobs • Dealership Service Advisor • Automotive Service Consultant • Subaru Service Advisor • Auto Repair Advisor • Automotive Sales & Service • Service Lane Advisor • Automotive Dealership Jobs in Valencia CA. This is an excellent opportunity for an experienced Service Advisor, Automotive Service Writer, or Automotive Customer Service Advisor looking for high earning potential, long-term career growth, paid training, and a supportive dealership environment.
Financial Solutions Advisor - OC West Bank of America CorpFinancial Solutions Advisor - OC WestNewport Beach, 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 Solutions Advisor- San Ramon Valley/Contra Costa County Area Bank of America CorpFinancial Solutions Advisor- San Ramon Valley/Contra Costa County AreaPleasant Hill, CA$70,000–$80,000 / yearWorks 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.
Financial Solutions Advisor - San Joaquin Valley Area Bank of America CorpFinancial Solutions Advisor - San Joaquin Valley AreaManteca, 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 Solutions Advisor - Stonestown Financial Center Bank of America CorpFinancial Solutions Advisor - Stonestown Financial CenterSan Francisco, CA$70,000–$80,000 / yearp>• 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Account Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications.
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 Solutions Advisor- Newbury Park Financial Center Bank of America CorpFinancial Solutions Advisor- Newbury Park Financial CenterCA$70,000–$80,000 / yearp>• Account Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include: • Triage 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.
Financial Solutions Advisor- Encino Financial Center Bank of America CorpFinancial Solutions Advisor- Encino Financial CenterEncino, CA$70,000–$80,000 / yearp>• Account Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include: • Triage 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.
Financial Solutions Advisor - North OC Bank of America CorpFinancial Solutions Advisor - North OCPlacentia, 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 Solutions Advisor - Southern Inland Empire Bank of America CorpFinancial Solutions Advisor - Southern Inland EmpirePalm Desert, CA$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. 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 Solutions Advisor - Novato Financial Center Bank of America CorpFinancial Solutions Advisor - Novato Financial CenterNovato, CA$70,000–$80,000 / yearResponsibilities: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 solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorGarden Grove, CAp class="MsoNormal" style="margin-bottom:0in;line-height:15pt;background:white;vertical-align:baseline">©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), 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.
Bilingual Health Insurance Agent (Korean-English) Alera GroupBilingual Health Insurance Agent (Korean-English)Los Angeles, CaliforniaCollective Choice, an Alera Group company, is looking for a Bilingual Health Insurance Agent (Korean/English) to join our team for a new role based from our Koreatown office location. Engage with prospective and existing clients by phone, online, and in person, ensuring timely follow-ups to maximize enrollment and satisfaction.
Client Manager, Retirement Plans - The Baldwin Group Wealth Advisors The Baldwin Group Insurance Holdings, LLCClient Manager, Retirement Plans - The Baldwin Group Wealth AdvisorsIrvine, CAAny unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations.
Registered Client Service Associate - Ameriprise Financial Advisors - San Jose, CA AmeripriseRegistered Client Service Associate - Ameriprise Financial Advisors - San Jose, CASan Jose, CaliforniaAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships.
Branch Manager, Ameriprise Financial Advisors - Walnut Creek, CA AmeripriseBranch Manager, Ameriprise Financial Advisors - Walnut Creek, CAWalnut Creek, CaliforniaKey responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office.
Audi Ontario Service Advisor Audi OntarioAudi Ontario Service AdvisorOntario, CA$80,000–$150,000 / yearThis role is responsible for delivering an exceptional service experience by accurately diagnosing customer concerns, recommending maintenance and repair services, and ensuring clear communication throughout the repair process. Walter’s Auto Group has proudly served Southern California for over 50 years, delivering an exceptional customer experience through our passion for premium brands, commitment to excellence, and dedication to our community.
Complex Claims Consultant - Life Insurance Agent / Broker Dealer CNA Financial CorpComplex Claims Consultant - Life Insurance Agent / Broker DealerCA$72,000–$141,000 / yearli>Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. Performs a combination of duties in accordance with departmental guidelines: Manages an inventory of high complexity and exposure Financial Lines claims by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits.