Financial Services Advisor

Financial Advisor/Senior Financial AdvisorSummitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive...

About the RoleWe are seeking an experienced and skilled Lead Financial Advisor to join our team at Stratos Wealth Partners. As a key member of our organization, you will be responsible for providing exceptional client service, developing and implementing comprehensive wealth management solutions, and driving business growth.Key ResponsibilitiesCultivate...

About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing expert tax guidance and support to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesBuild and maintain strong relationships with clients, understanding their unique tax needs...

Position Overview: The primary role of the Insurance Verifier/Financial Advisor is to guarantee that suitable reimbursement options are established for the services rendered. This includes assessing patients for potential eligibility for Medi-Cal or Charity Care if they lack insurance or are underinsured. Key responsibilities include: Verification of...

Job OverviewWe are seeking a highly skilled Tax Accountant to join our team at U.S Multinational Law Firm. As a key member of our financial team, you will be responsible for providing expert tax advice and support to our clients.Key Responsibilities:Collaborate with the Director of Tax to develop and implement tax strategiesPrepare accurate and timely tax...

Job SummaryCulver City Chevrolet is seeking an experienced Service Advisor to join our team. As a Service Advisor, you will play a critical role in providing exceptional customer service and ensuring a seamless vehicle repair experience.Key Responsibilities:Customer Interaction: Greet customers promptly and provide a friendly and welcoming experience.Vehicle...

Job SummaryPNC Financial Services Group is seeking a skilled Personal Banker to join our team. As a Personal Banker, you will play a critical role in building and maintaining strong relationships with our customers, providing them with personalized financial solutions and exceptional customer service.Key ResponsibilitiesCustomer Relationship Building:...

Job SummaryMonterra Credit Union is seeking a highly skilled Financial Services Representative to join our team. As a key member of our operations team, you will be responsible for providing exceptional member service, processing transactions, and maintaining accurate records.Key ResponsibilitiesProvide prompt, courteous, and friendly member service,...

A Guest Services Representative plays a crucial role in welcoming and registering guests while ensuring a seamless check-out experience, all in line with the hotel's commitment to exceptional guest service and financial success. Key Responsibilities: As a Guest Services Representative, your primary duties will include:Welcoming guests and managing the...

Join Our Dynamic Team!We are seeking skilled individuals to enhance our service department. Our dealership represents renowned brands such as Chrysler, Dodge, Jeep, and Ram.If you are looking to elevate your career, collaborate with a dedicated support team, or explore new opportunities, we encourage you to reach out.Boardwalk Chrysler Dodge Jeep Ram has...

Job DescriptionJob Title: Wealth AdvisorCompany: TalentLink SolutionsJob Type: Full-timeLocation: RemoteAbout Us: TalentLink Solutions is a leading provider of wealth management services, dedicated to helping individuals and families achieve their financial goals.Job Summary: We are seeking an experienced Wealth Advisor to join our team. The successful...

ABOUT ZŪMZūm has transformed the landscape of student transportation, which is the largest mass transit system in the country. Our comprehensive cloud-based platform offers a modernized service tailored for school districts, focusing on the needs of children and the expectations of their families. Zūm delivers a unified, real-time interface for parents,...

ABOUT ZOOMCARZoomcar is redefining the landscape of student transportation, the largest mass transit system in the country. Our comprehensive cloud-based platform is designed to provide a modernized service for educational institutions, tailored to meet the needs of students and the expectations of their families. We offer a unified, real-time interface for...

Position OverviewAs a Real Estate Financial Analyst, you will engage in a comprehensive range of accounting activities that involve meticulous financial analysis and the examination of various accounts.Key ResponsibilitiesAccounting Functions: Execute a variety of routine and recurring accounting tasks that include financial assessments and evaluations of...

About Alation:At Alation, we believe that Big Data presents a remarkable opportunity rather than a challenge. We empower organizations to discover, comprehend, and trust their data, enabling them to excel in their roles and contribute significant value to their enterprises. Our clients, including Discover Financial Services and Keller Williams, leverage our...

Position Overview The Field Service Technical Advisor is tasked with delivering direct technical assistance at client sites, which encompasses troubleshooting and repairing Astronova Product Identification systems. This role includes, but is not limited to, offering pre-installation and post-installation support, conducting customer training sessions, and...

As a Senior Financial Analyst at Direct Staffing Inc, you will play a pivotal role in the Financial Planning and Analysis (FP&A) team, working closely with the senior management of the Chief Marketing Officer (CMO) Organization. This position offers a unique opportunity to act as a strategic partner within the GLOBAL MARKETING ORGANIZATION and the ORIGIN...

About Stanford University:Stanford University stands as a leading institution in Silicon Valley, offering a remarkable opportunity for individuals seeking a fulfilling career. Our environment fosters collaboration, innovation, and a deep respect for diversity, creating a culture of excellence.Mission of the Office of the Chief Risk Officer:This office is...

About the RoleBMO Financial Group is a leading bank in North America, with a strong presence in the commercial lending market. We are seeking a highly skilled Commercial Banking Relationship Manager to join our team.Key Responsibilities:Develop and maintain strong relationships with commercial clients, providing them with tailored banking solutions to meet...

About Alation:At Alation, we believe that Big Data presents a significant opportunity rather than a challenge. We empower organizations to find, comprehend, and trust their data, enabling them to excel in their roles and drive enterprise value. Our clients, including Discover Financial Services and Keller Williams, leverage our solutions to unlock the...