NewBlock Advisors Tax Advisor H&R Block IncBlock Advisors Tax AdvisorSACRAMENTO, CA$16.90–$80 / hourYou'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships - backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.
Associate Financial Planning Consultant Cetera Financial Group IncAssociate Financial Planning ConsultantCitrus Heights, CA$72,000–$100,000 / yearCetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.
Wealth Advisor - California California Bank & TrustWealth Advisor - CaliforniaSacramento, CA$75,000–$125,000 / yearPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
J.P. Morgan Wealth Management - Private Client Advisor - Fairfield, CA and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Fairfield, CA and Surrounding areasFairfield, CAUsing 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.
Wealth Advisor - California Zions Bancorporation NAWealth Advisor - CaliforniaSacramento, CA$75,000–$125,000 / yearPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Enrollment and Admissions Advisor Paul Mitchell SchoolsEnrollment and Admissions AdvisorSacramento, CA$23–$27 / hourFull timeWHAT'S REQUIRED FOR AN ENROLLMENT AND ADMISSIONS ADVISOR?High school diploma or equivalent (A bachelor's degree is a plus)2+ years of experience in business-to-consumer salesSales ability in a consultative, mentoring modelHigh proficiency with computer technology, including social media, presentation software, and business applicationsEffective organizational skills, ability to multitask and prioritizeExcellent written and verbal communication skills and a strong leadership abilityReliable and punctual with a willingness to work flexible hours, including evenings and SaturdaysProactive, positive, energetic go-getter with a passion for promoting the school ABOUT USPaul Mitchell The School in Sacramento isn't just a place to learn; it's where passion meets purpose. YOUR DAYAs an Enrollment and Admissions Advisor, you will spend your days actively attracting new enrollments through career fairs, open houses, community expos, high school and salon networking, and a variety of events.
Financial Representative Trainee (Sales) - Sacramento, CA Mutual of Omaha Insurance CompanyFinancial Representative Trainee (Sales) - Sacramento, CASacramento, CA$36,000–$75,000 / yearAs a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
Wealth Management Advisor - Auburn, CA U.S. BankWealth Management Advisor - Auburn, CAAuburn, California$65,000–$80,200 / yearBasic Qualifications - Bachelor's degree, or equivalent work experience - Three to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively present investment strategies to clients and maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed analytical and problem-solving skills - Excellent interpersonal, verbal and written communication skills - Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.
Wealth Management Advisor - Lake Tahoe, CA US BankWealth Management Advisor - Lake Tahoe, CASacramento, CA$65,000–$80,200 / yearWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewAdvisor Delivery Specialist Gainwell Technologies LLCAdvisor Delivery SpecialistRoseville, CARemote$86,300–$123,300 / yearGainwell Technologies defines "wages" and "wage rates" to include "all forms of pay, including, but not limited to, salary, overtime pay, bonuses, stock, stock options, profit sharing and bonus plans, life insurance, vacation and holiday pay, cleaning or gasoline allowances, hotel accommodations, reimbursement for travel expenses, and benefits. The pay range for this position is $86,300.00 - $123,300.00 per year, however, the base pay offered may vary depending on geographic region, internal equity, job-related knowledge, skills, and experience among other factors.
Private Client Advisor (Remote) Marsh McLennanPrivate Client Advisor (Remote)Sacramento, CaliforniaRemoteAs our Private Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).
Wealth Management Advisor II Fifth Third BankWealth Management Advisor IISacramento, CA$121,900–$262,100 / yearThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
Wealth Management Advisor - Lake Tahoe, CA U.S. BancorpWealth Management Advisor - Lake Tahoe, CASacramento, CA$65,000–$80,200 / yearWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor - Auburn, CA U.S. BancorpWealth Management Advisor - Auburn, CALoomis, CA$65,000–$80,200 / yearWMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Community Smiles Outreach Advisor LIBERTY Dental PlanCommunity Smiles Outreach AdvisorSacramento, CA$59,000–$68,000 / yearIn this role, you will build strong partnerships with healthcare organizations, community stakeholders, schools, advocacy groups, and public agencies while helping members maximize their dental benefits and access needed care. Join Liberty Dental Plan as a Community Smiles Outreach Advisor and play a vital role in connecting members, families, and community partners with the resources they need to achieve better oral health outcomes.
Sales Advisor - Sony ActionLink Services LLCSales Advisor - SonyCitrus Heights, CA$19–$21 / hourActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in Citrus Heights, CA! What you will do: Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony''''s innovative technology.
Undergraduate Academic Advisor, College of Business (SSP III) CSU CareersUndergraduate Academic Advisor, College of Business (SSP III)Sacramento, CaliforniaAbility to analyze complex situations accurately and adopt effective courses of action; advise students individually and in groups on complex student-related matters; determine appropriate courses of action and proper techniques to utilize while engaged with individuals in personal interactions of an argumentative or sensitive nature; interpret and evaluate descriptions and explanations of problems brought forward by individuals or student organizations, analyze and define the problem, draw valid conclusions and project consequences of various alternative courses of action; carry out a variety of professionally complex assignments without detailed instructions; and establish and maintain cooperative working relationships with a variety of individuals. General knowledge of the principles, practices and trends of the Student Services field as well as general knowledge of the policies, procedures and practices of the program area to which assigned; general knowledge of individual counseling techniques; general knowledge, or the ability to rapidly acquire such knowledge, of the organizational procedures and activities of the specific campus to which the position is assigned.
Customer Care Advisor GoodLeap LLC.Customer Care AdvisorCAHandle Customer Concerns with Care and Precision: Identify when a customer's issue warrants a formal escalation - such as installer non-communication, incomplete project work, system performance problems, billing disputes, or potential fraud - and distinguish those from issues that can be resolved on the call. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
NewCredit Solutions Advisor - Sunset Park Bank of AmericaCredit Solutions Advisor - Sunset ParkRocklin, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
HR USE ONLY (EXEC ADVISOR 4) University of CaliforniaHR USE ONLY (EXEC ADVISOR 4)Davis, CASmall Animal Patient Care Intermediate And General Ward Technician (ANML HEALTH TCHN 3 VMTH). Program Data & Implementation Specialist High Fidelity Wraparound (PUBL EDUC SPEC 3).