Solutions Product Manager - Agentforce Operations For Financial Services Salesforce.com, Inc.Solutions Product Manager - Agentforce Operations For Financial ServicesIrvine, CA$148,500–$223,900 / yearThis role is hands-on and execution-focused, partnering closely with customer-facing teams and AI agents to transform manual processes into automated workflows. The Solutions Product Manager is responsible for designing, implementing, and optimizing automated business process solutions ("Blueprints") using the platform's existing capabilities.
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.
Biller IV - HB Patient Financial Services - FT Days University of California, IrvineBiller IV - HB Patient Financial Services - FT DaysAnaheim, CaliforniaFull timeAs Orange County’s only academic health systems, UCI Health is home to the only National Cancer Institute-designated comprehensive cancer center based in the county, the region’s only American College of Surgeons-verified Level I adult and Level II pediatric trauma center , American College of Emergency Physicians Gold Level 1 Geriatric Emergency Department and a nationally recognized regional burn center verified by the American Burn Association. *Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
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.
Manager, Financial Services 26-00205 Alura Workforce SolutionsManager, Financial Services 26-00205Fountain Valley, CADESCRIPTION Our client, a leading integrated healthcare organization, is seeking a Manager, Financial Services – Managed Care Analytics to lead financial analysis and reporting initiatives that support managed care contracting and organizational strategy. Analyze financial and operational data from multiple healthcare systems, including data warehouses, cost accounting systems, general ledger, budgeting systems, patient billing data, and payer capitation reports.
Retirement Consultant - The Baldwin Group Financial Services Baldwin Group ColleagueRetirement Consultant - The Baldwin Group Financial ServicesIrvine, CaliforniaThe 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.
Insurance and Financial Services Position - State Farm Agent Team Member Beth Bettger - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberCerritos, CAFull timeAs a Insurance and Financial Services Position - State Farm Agent Team Member with Beth Bettger - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance, we want to hear from you! www.bethbettger.com.
Biller III - HB Patient Financial Services - FT Days University of California, IrvineBiller III - HB Patient Financial Services - FT DaysAnaheim, CaliforniaFull timeAs Orange County’s only academic health systems, UCI Health is home to the only National Cancer Institute-designated comprehensive cancer center based in the county, the region’s only American College of Surgeons-verified Level I adult and Level II pediatric trauma center , American College of Emergency Physicians Gold Level 1 Geriatric Emergency Department and a nationally recognized regional burn center verified by the American Burn Association. *Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
Financial Services / Remote Work American Income Life Insurance CompanyFinancial Services / Remote WorkHuntington beach, CARemoteAmerican Income Life has served working class families since 1951 with life, accident, and supplemental health products to help protect members of labor unions, credit unions, associations, and their families. At American Income Life, we are searching for ambitious individuals who are ready to build a successful career while also having a positive impact on the communities around them.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalAnaheim, CaliforniaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Business Litigation/Financial Services/General Liability Attorney Klinedinst PCBusiness Litigation/Financial Services/General Liability AttorneyIrvine, CA$120,000–$165,000 / yearWe’re also looking for attorneys with experience in structuring discovery plans, taking and defending depositions, managing document-intensive cases, drafting dispositive motions, and preparing for trial. Klinedinst is seeking an attorney with at least two years of experience in general litigation (GL), business litigation, and/or financial services to join our office in Irvine, CAwith the opportunity to handle matters throughout the state.
Team Based Financial Advisor - Mountain Financial Group - Irvine, CA Thrivent Financial for LutheransTeam Based Financial Advisor - Mountain Financial Group - Irvine, CAIrvine, CA$70,000–$90,000 / yearA diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).
Financial Advisor Edward D Jones & Co LPFinancial AdvisorLaguna Niguel, CA$45,000–$100,000 / yearEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Centralized Financial Advisor - Orange County's Credit Union LPL Financial ServicesCentralized Financial Advisor - Orange County's Credit UnionSanta Ana, CAThis employment opportunity at Orange County's Credit Union in Santa Ana, CA would allow you to join the Investment Program at Orange County's Credit Union as a Centralized Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Orange County's Credit Union for financial solutions.
Financial Advisor - BMO Bank LPL Financial ServicesFinancial Advisor - BMO BankPico Rivera, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Pico Rivera, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Greater Orange County MarketNewport Beach, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
NewFinancial Advisor Edward Jones InvestmentsFinancial AdvisorOrange, CABuild relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). • Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Centralized Financial Advisor - Orange County's Credit Union LPL FinancialCentralized Financial Advisor - Orange County's Credit UnionSanta Ana, CaliforniaThis employment opportunity at Orange County's Credit Union in Santa Ana, CA would allow you to join the Investment Program at Orange County's Credit Union as a Centralized Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Orange County's Credit Union for financial solutions.