Financial Services Professional

We are seeking a detail-oriented and organized individual to join our team as a Financial Services Professional. As a key member of our team, you will be responsible for developing and implementing financial plans for clients, providing strategic recommendations for products and investments, and identifying new business...

Financial Advisor Career OverviewAs a financial advisor at Edward Jones, you will have the opportunity to partner with clients to help them achieve their long-term financial goals. This includes retirement planning, building wealth, estate strategies, and funding education. You will work closely with your branch team, home-office team, and regional financial...

Job OverviewAs a Financial Services Representative, you will play a crucial role in helping clients and businesses achieve their financial goals. You will act as a liaison between clients and financial institutions, providing advice and solutions to meet their needs. Key Responsibilities:Obtain and maintain professional licenses and continuing educationLearn...

At Raymond James Financial Services, we foster a culture of collaboration, innovation, and excellence. As a key member of our team, you will play a vital role in driving the growth and success of our insurance business. Key Responsibilities: The successful candidate will be responsible for promoting and building insurance sales through relationship...

About the RoleWe are seeking a highly motivated and bilingual financial professional to join our team in Santa Clara, CA. As a key member of our team, you will play a vital role in providing financial services and solutions to our clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and...

Our company is a leading national broker-dealer, renowned for its commitment to employee development and outstanding workplace culture. With numerous accolades for employee satisfaction, we are consistently recognized as one of the top firms in the industry. We are currently seeking a Licensed Financial Consultant to join our team in the Santa Barbara and...

Role OverviewAs an Insurance Sales Growth Specialist at Raymond James Ltd., you will be responsible for driving insurance sales within the assigned region. This involves growing awareness of insurance solutions through strategic initiatives, marketing campaigns, and promotion.Key ResponsibilitiesDevelop and execute sales strategies to increase insurance...

Specialty Professional Services is seeking a skilled Physical Therapist to join our team in Santa Cruz, CA. The ideal candidate will possess a current CA license or Compact license and have at least 1 year of recent experience as a Physical Therapist.Key Responsibilities: Provide physical therapy services to patients in a clinical setting Collaborate with...

Job Title: IT Project CoordinatorJob Summary:Financial Statement Services, Inc. is seeking an IT Project Coordinator to join our team in Santa Ana, CA. The successful candidate will coordinate multiple small to large scale projects for Application Developers and Operations team members using Workfront project management software.Key Responsibilities:Work...

Job SummaryAs a Personal Caregiver at Maxim Healthcare Services, you will provide high-quality care to individuals in need. Your responsibilities will include assisting with daily activities such as bathing, dressing, and grooming, as well as administering medication and monitoring vital signs.Key ResponsibilitiesProvide personalized care to patientsAssist...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.Key Responsibilities:Provide tailored and...

We are seeking a highly skilled Financial Professional to join our team at SGL Carbon in Valencia. As a Cost Analyst, you will be responsible for managing financial records, ensuring compliance with accounting standards, and analyzing financial data. This includes standard cost calculations and month-end closing & budget activities, with a focus on variance...

About the RoleWe are seeking a highly skilled Financial Management Specialist to join our team at Balance Financial Management. As a key member of our accounting team, you will be responsible for leading a team of professionals and providing exceptional client service.Key ResponsibilitiesLead a team of accountants and provide coaching and guidance to ensure...

Job SummaryRaymond James Ltd. is seeking an experienced Associate Advisor/Associate Portfolio Manager to join our team in Barrie. As one of Canada's leading full-service independent investment dealers, we offer high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Key ResponsibilitiesProvide...

Job SummaryWe are seeking a seasoned financial professional to fill the role of Director of Client Accounting at Balance Financial Management. This position will be responsible for leading our accounting teams, providing financial expertise to clients, and ensuring compliance with all financial reporting and regulatory requirements.Key...

Financial Advisor Job DescriptionPriority Financial Group is seeking a high-quality, driven, and energetic Financial Advisor to work with one of our top credit union partners.The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning...

Job DescriptionNew York Life Insurance Company is seeking a highly motivated and skilled Bilingual Financial Professional to join our team in Santa Clara, CA. As a key member of our team, you will play a vital role in serving our clients and contributing to the growth and success of our company.Responsibilities• Provide investment products and services...

Job DescriptionNew York Life Insurance Company - Santa Clara General Office is seeking a talented Bilingual Financial Professional to join their team. As a key member of the Santa Clara community, this role will play a vital part in serving clients and providing investment products and services through NYLIFE Securities LLC. The ideal candidate will be...

Job SummaryRia Financial is seeking a highly skilled and customer-focused Customer Service Representative to join our retail team. As a key member of our team, you will be responsible for providing exceptional customer service, processing transactions, and maintaining a positive and professional work environment.Key Responsibilities• Interact with...

TA Aerospace is seeking a highly skilled Financial Analysis Accountant to join our team in Valencia, CA. As a key member of our finance department, you will be responsible for managing all aspects of accounts receivable, collections, and cash posting.Key responsibilities include:Managing accounts receivable subledger, including daily posting of cash...