Insurance and Financial Services Position - State Farm Agent Team Member Alex Mora - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberOrange, CAFull timeSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.
Financial Services Administrative Coordinator Zapata Private Wealth GroupFinancial Services Administrative CoordinatorUpland, CAFull timeZapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions. You will combine your client service experience with new skills, gaining exposure to how a professional financial planning firm operates.
Financial Services Administrative Coordinator CbFinancial Services Administrative CoordinatorUpland, CaliforniaZapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions. You will combine your client service experience with new skills, gaining exposure to how a professional financial planning firm operates.
Financial Services Representative - Irvine, CA FidelityFinancial Services Representative - Irvine, CAIrvine, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Services Tax - Real Estate Director PwCFinancial Services Tax - Real Estate DirectorIrvine, CA$150,000–$438,000 / yearAt 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. 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 BRP Group, Inc.Junior Wealth Advisor - The Baldwin Group Financial ServicesIrvine, CARespond 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. PRIMARY RESPONSIBILITIES: Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation.
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 Transactional Attorney GpacFinancial Services Transactional AttorneyGlendale, CA165000–185000GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. If you're thinking of making a change and want to learn more, reach out to me at michelle.katen@gogpac.com?iframe=true&iframe=true.
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.
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.
Insurance and Financial Services Position - State Farm Agent Team Member Cheryl Granger - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberLynwood, WAFull timeDrive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs. Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand.
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.
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 .
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.
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.
NewFinancial 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 Representative - State Farm Agent Team Member Derek Tsu - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Marino, CAFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their options.
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.
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.