Thriving as a Financial Professional

Key Responsibilities: Account opening and maintenance Transferring assets and money movement Completing investment subscription documents Cash management & RMDs Assisting with client online access Responding to account activity and statement inquiries Managing life events Administrative work as needed Provide top-quality service to clients and complete...

If you're passionate about delivering exceptional customer experiences and growing as a professional, consider becoming a Tax Associate at H&R Block. We're committed to creating a culture where everyone feels valued, respected, and empowered to succeed.As a Tax Associate, you'll work closely with clients to understand their needs and provide personalized...

Job DescriptionPatriot Pipeline Inc is a family-oriented company looking to expand its team in Santa Clara County. As an experienced Foreman, you will be responsible for overseeing the installation of underground utilities and ensuring high-quality workmanship.About UsWe have been successful in So Cal for over two decades and are now expanding our...

Job DescriptionLily Hoa Ins & Financial Services is committed to providing exceptional customer service and helping individuals achieve their financial goals. As an Insurance Account Representative, you will play a critical role in this mission.About the RoleYou will be responsible for developing relationships with customers, identifying their needs, and...

Financial Services Recruitment ManagerWe are seeking a seasoned Financial Services Recruitment Manager to lead our recruitment efforts. As a critical member of our team, you will develop and execute strategic recruitment plans to attract top talent in the financial services industry. Your expertise will help us build a strong pipeline of qualified candidates...

Job Title: Recruiter - Financial Services SpecialistAt AMG S Group, we are seeking a highly skilled and motivated Recruiter to join our team. As a Recruiter, you will play a pivotal role in sourcing, screening, and onboarding high-potential candidates to join our team of licensed agents.We offer a competitive salary of $60,000 per year, based on industry...

About Wealth Enhancement GroupWealth Enhancement is a leading independent wealth management firm dedicated to enriching the lives of our clients. Our team-based approach and unique financial planning processes set us apart from the standard approach.Located in Walnut Creek, CA, we have an exciting opportunity for a Trading Operations Specialist. This role...

Patriot Pipeline Inc is looking for a Construction Supervisor to oversee our underground utilities installation projects in Santa Clara County. The successful candidate will have a proven track record of managing construction sites, ensuring compliance with safety regulations, and delivering high-quality results on time and within budget.This is an exciting...

Company OverviewPatriot Pipeline Inc is a family-owned business that has achieved success in Southern California over the past two decades. We are now expanding our operations into Santa Clara County, seeking experienced professionals to join our team.

About City National BankAt City National Bank, we believe business is personal. As a Relationship Banker, you will be part of a team that goes beyond the ordinary to help clients, colleagues, and the community thrive.The OpportunityWe are seeking an experienced sales professional to contribute to our branch's overall sales efforts and provide exceptional...

About Our Company Daniel A Enriquez and his team at Patriot Pipeline Inc are expanding into Santa Clara County, bringing over two decades of experience in So Cal. We're looking for an experienced foreman to join our close-knit family. As a seasoned professional, you'll be responsible for overseeing underground utility installation projects, ensuring quality...

Company OverviewPatriot Pipeline Inc is a close-knit family of construction professionals with over two decades of success in So Cal. We are expanding our operations into Santa Clara County and looking for experienced foremen to join our team.We value experience, stability, and a commitment to quality. Our ideal candidate will be a rounded individual...

Lily Hoa Ins & Financial Services is a dynamic insurance agency looking for a driven Sales and Marketing Insurance Professional to join our team. As an Account Manager, you will play a critical role in driving business growth and delivering exceptional customer experiences.Responsibilities:Identify and pursue new business opportunities through proactive...

At Joseph Michaels International, we are seeking a highly skilled Construction Financial Manager to oversee our accounts receivable processes and ensure the efficient management of lien releases. This pivotal role requires expertise in liaising with contractors, clients, and other stakeholders to secure timely payments while maintaining trust and...

**Job Description**As a Financial Services Representative at PNC, you will play a critical role in helping customers achieve their financial goals. You will be responsible for understanding customers' financial needs, providing personalized recommendations, and delivering exceptional customer service.**Key Skills and Qualifications**Strong product knowledge...

Job OverviewWe are seeking a skilled Senior Accountant to join our team at Navolio & Tallman LLP. As a Senior Accountant, you will be responsible for critically reviewing and preparing complex tax returns, conducting engagement planning, and analyzing financial data.This is a rewarding opportunity for an experienced professional who is passionate about...

About the Role">We are seeking an experienced Business Relationship Development Professional to join our team at City National Bank. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with clients, identifying new business opportunities, and delivering tailored financial solutions to meet their...

Job SummaryWe are seeking a highly skilled Audit and Compliance Professional to join our team at AAA NCNU. As a Senior SOX Auditor, you will be responsible for performing internal control audits of the Club's business and financial applications, and procedures in conjunction with Sarbanes-Oxley (SOX) compliance.About UsAt AAA NCNU, we value our Team Members'...

Company OverviewWells Fargo is a leading financial services company that offers a wide range of products and services to help individuals, businesses, and institutions achieve their financial goals. We are committed to providing exceptional customer service and building long-term relationships with our customers.SalaryThe salary for this position is...

Job OverviewWe are seeking a highly skilled Financial Services Talent Acquisition Specialist to join our team at AMG S Group. In this role, you will play a pivotal part in identifying and recruiting top talent within the financial services industry.The ideal candidate will have a proven track record in recruitment, with a focus on sales, insurance, and...