Financial Services Associate
3 weeks ago
We are a financial services firm that values people and their contributions. Our purpose is to partner for positive impact, improving the lives of our clients, colleagues, and communities. We are proud to be privately-owned, focusing on client relationships rather than shareholder returns.
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Financial Services Associate
6 days ago
Santa Rosa, California, United States Bank of America Full timeJob DescriptionIn this role, you will engage with clients in the lobby to educate and assist them with conducting transactions through self-service resources. Key responsibilities include accurately processing cash transactions, having deep conversations with clients to understand their financial priorities, and connecting them to solutions that meet their...
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Financial Services Associate Role
2 weeks ago
Santa Rosa, California, United States Community Choice Financial Family of Brands Full timeAbout UsCalifornia Check Cashing Stores provides quick and easy check cashing services to our customers, offering a range of short-term money services, including Money Orders, Tax Prep Help, Western Union, Bill Pay Services, and Green Dot Visa Debit Cards.Job DescriptionThis role requires a customer-focused individual who can provide exceptional service,...
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Financial Services Consultant
3 weeks ago
Santa Ana, California, United States Slingo Financial Services Full timeAbout the CareerAs a Financial Services Consultant with Slingo Financial Services, you will have the opportunity to build a successful career in the financial services industry. You will work from home or in your area, and never make cold calls.You will receive one-on-one training with a professional mentor, participate in webinars and training events, and...
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Financial Service Coordinator
5 days ago
Santa Clarita, California, United States Ria Financial Full timeRia Financial OverviewAt Ria Financial, we pride ourselves on being the most progressive and inclusive money transfer business in the world. Our mission is to make financial services accessible to everyone, regardless of their location or background.We offer a range of financial products and services, including money transfers, bill payments, and prepaid...
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Financial Services Professional
3 weeks ago
Santa Ana, California, United States Alt Financial Network, Inc. Full timeMortgage Loan Originator OpportunityWe are excited to offer a Mortgage Loan Originator position at Alt Financial Network, Inc. As a successful Mortgage Consultant, you will be responsible for originating loans, maintaining strong relationships with real estate agents, and staying up-to-date with industry trends.Key ResponsibilitiesOriginate loans through...
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Financial Services Coordinator
2 weeks ago
Santa Rosa, California, United States Edward Jones Full timeAbout Edward JonesEdward Jones is a Fortune 500 financial services firm where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Our purpose is to partner for positive impact to improve the lives of our...
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Financial Services Associate
13 hours ago
Santa Rosa, California, United States Summit State Full time**Benefits Package:**Summit State Bank offers a generous benefits package that supports our employee's needs. The benefits offered include:Medical, Dental, Vision, FSA, Life, AD&D, and LTD coverage.Employer HSA contributions of up to $4,000 annually.A 401(k) with employer-matching contributions.Tuition reimbursement.Wellness resources.Internal mentorship...
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Financial Solutions Expert
3 weeks ago
Santa Rosa, California, United States Community Choice Financial Family of Brands Full timeCompany OverviewCommunity Choice Financial Family of Brands provides quick and reliable financial solutions for hard-working customers who seek convenient and efficient services.Job DescriptionAs a Customer Service Representative, you will work in a dynamic and fast-paced environment, navigating multiple tasks to meet individual and team performance...
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Financial Sales Specialist
3 weeks ago
Santa Ana, California, United States Slingo Financial Services Full timeAbout the OpportunityAs a Financial Sales Specialist with Slingo Financial Services, you'll have the chance to earn an estimated $1,000-$10,000 per month by selling insurance policies to clients who have already requested information.This is a unique opportunity for highly motivated individuals who want to build their own business and achieve financial...
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Hotel Guest Services Associate
4 weeks ago
Santa Rosa, California, United States AC Santa Rosa Downtown Full timeAbout Us: At the AC Santa Rosa Downtown, we pride ourselves on delivering exceptional guest experiences and creating memorable stays for our travelers. Our hotel features modern design, upscale amenities, and a prime location in the heart of historic Railroad Square.Responsibilities:Registration and Check-In/Check-Out: Register guests, handle room...
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Financial Services Representative
3 weeks ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewWe are seeking a skilled financial professional to join our team at Global Financial Impact - Marco Esquivel. As a key player, you will be responsible for helping clients and businesses achieve their financial goals by providing expert advice and solutions.Salary and BenefitsThe estimated salary range for this position is $25,000 part-time and...
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Career in Financial Services
3 weeks ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeJoin Our TeamWe are excited to invite highly motivated and ambitious individuals to apply for the Financial Services Representative position at Global Financial Impact - Marco Esquivel. As a valued member of our team, you will play a pivotal role in helping clients and businesses achieve their financial objectives. With a competitive compensation package and...
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Financial Services Advisor
20 hours ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeCompany OverviewGlobal Financial Impact is a dynamic organization dedicated to empowering individuals and businesses to achieve their financial goals. We provide comprehensive financial solutions, expert guidance, and ongoing support to ensure our clients thrive. Salary and BenefitsAs a financial professional with Global Financial Impact, you can expect a...
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Financial Services Professional
21 hours ago
Santa Clarita, California, United States Raymond James Financial Services Full timeKey ResponsibilitiesAs a Client Success Advocate, you will be responsible for:Delivering exceptional client service and support to ensure every client feels valued and supported.Educating clients and prospects about our wealth management services through various channels.Contributing to team initiatives that aim to improve our overall service delivery and...
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Career as a Financial Advisor
3 days ago
Santa Rosa, California, United States Edward Jones Full timeCompany Overview">At Edward Jones, we are committed to creating a positive impact on the lives of our clients and colleagues. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops,...
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Financial Services Representative
3 days ago
Santa Rosa, California, United States H&R Block Full timeA Day in the LifeAs a Tax Associate, you'll be part of a dynamic team dedicated to providing expert tax training for your success. You'll conduct tax interviews with clients, prepare complete and accurate tax returns, and generate business growth through teamwork and collaboration.You'll also have the opportunity to earn incentive pay if you meet certain...
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Financial Partnerships Coordinator
2 weeks ago
Santa Rosa, California, United States Edward Jones Full time**Welcome to Edward Jones**We're a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.At Edward Jones, we believe in a human-centered approach as we partner for positive impact, to...
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Senior Financial Services Director
4 days ago
Santa Rosa, California, United States Hansel Automotive Group Full timeCompany Overview:Hansel Automotive Group is a leading dealership network dedicated to excellence in customer satisfaction and financial services.Salary and Benefits:The Finance Manager position offers a competitive compensation package, including a base salary of $36,000 per year, with the potential for bonuses based on individual or team...
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Customer Service Representative
3 weeks ago
Santa Rosa, California, United States Community Choice Financial Family of Brands Full timeAbout Us">At Community Choice Financial Family of Brands, we provide quick and easy financial solutions for our customers. Our services include check cashing, money orders, tax prep help, Western Union, bill pay services, and Green Dot Visa Debit Cards.Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team. As a Customer...
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Dining Services Associate
3 weeks ago
Santa Rosa, California, United States Morrison Healthcare Full timeTransform Healthcare ExperiencesMorrison Healthcare, a leading national food and nutrition services company, seeks a skilled Dining Services Associate to join our team. This is an exciting opportunity to make a meaningful impact in the lives of patients and their families.The successful candidate will possess excellent communication and customer service...