Financial Services Talent Acquirer
3 weeks ago
The ideal candidate for this role will have a proven track record in recruiting top talent within the insurance industry. As a Recruiter, you will be responsible for sourcing, screening, and onboarding high-potential candidates to join our team of licensed agents.
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Financial Services Talent Acquisition Specialist
3 weeks ago
Willow Creek, California, United States AMG S Group Full timeJob 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...
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Financial Services Coordinator
3 weeks ago
Walnut Creek, California, United States Lily Hoa Ins & Financial Services Full timeJob 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...
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Financial Services Recruitment Manager
3 weeks ago
Willow Creek, California, United States AMG S Group Full timeFinancial 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...
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Recruiter - Financial Services Specialist
3 weeks ago
Willow Creek, California, United States AMG S Group Full timeJob 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...
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Recruitment Lead for Financial Services Industry
3 weeks ago
Willow Creek, California, United States AMG S Group Full timeKey ResponsibilitiesOur ideal candidate for the Recruitment Lead for Financial Services Industry role will have a proven track record in recruitment, with a focus on sales, insurance, and financial industries. They will possess exceptional communication and interpersonal skills, as well as the ability to assess candidates' potential and align them with...
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Financial Service Consultant
3 days ago
Walnut Creek, California, United States City National Bank Full timeAbout 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...
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Thriving as a Financial Professional
3 weeks ago
Boulder Creek, California, United States Meron Financial Agency Full timeAbout This Opportunity We're seeking talented individuals to join our team as financial consultants. If you're ready to step into a rewarding career and make a meaningful impact on people's lives, we'd love to hear from you. Salary Information Average salary: $90,000/year (part-time), $180,000/year (full-time). Commission-only structure with unlimited...
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Financial Services Professional
3 weeks ago
Walnut Creek, California, United States Rockefeller Financial Full timeKey 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...
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Financial Services Assistant
4 weeks ago
Walnut Creek, California, United States Rossmoor Post Acute Full timeJob Summary:Rossmoor Post Acute is seeking a skilled Financial Services Assistant to support our financial operations. The ideal candidate will have a strong background in financial management, with experience in budgeting, forecasting, and financial analysis.Key responsibilities include managing financial records, preparing financial reports, and analyzing...
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Financial Services Representative
4 days ago
Walnut Creek, California, United States PNC Full time**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...
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Financial Services Representative
1 day ago
Walnut Creek, California, United States Wells Fargo Full timeCompany 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...
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Financial Services Coordinator
4 days ago
Walnut Creek, California, United States Mechanics Bank Full timeCompany OverviewMechanics Bank is a leading financial institution dedicated to providing exceptional banking services to its customers.
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Insurance Recruitment Professional
3 weeks ago
Willow Creek, California, United States AMG S Group Full timeAbout the RoleAs an Insurance Recruitment Professional, you will be responsible for developing and executing strategies to attract top talent through various channels. This includes conducting initial screenings and interviews to assess candidates' qualifications, motivation, and cultural fit.You will build and maintain a pipeline of qualified candidates to...
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Financial Services Representative
2 days ago
Walnut Creek, California, United States Expert Seekers Training Full timeAbout the PositionThis role requires a strong understanding of financial products, excellent communication skills, and a proactive approach to sales.ResponsibilitiesCollaborate closely with mentors and operate as part of a cohesive team.Engage prospects over the phone to uncover their needs and preferences.Schedule virtual meetings (via Zoom or phone) for...
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Senior Relationship Manager
3 weeks ago
Walnut Creek, California, United States Fidelity Investments Full timeCompany OverviewFidelity Investments is a leading provider of financial services, offering a wide range of products and services to help individuals and businesses achieve their financial goals. As a key player in the industry, Fidelity strives to provide exceptional customer service and support to its clients.The company's hybrid working model allows...
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Construction Safety and Risk Consultant
6 days ago
Walnut Creek, California, United States The Hartford Financial Services Group, Inc. Full timeThe Hartford Financial Services Group, Inc. is looking for a talented Construction Safety and Risk Consultant to join our team. As a key member of our organization, you will play a critical role in providing risk engineering services to our construction clients.This is a remote position that requires occasional travel for client site surveys and/or agency...
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Business Development Specialist
3 weeks ago
Walnut Creek, California, United States Lily Hoa Ins & Financial Services Full timeAbout Lily Hoa Ins & Financial ServicesWe are a dynamic team of professionals dedicated to providing exceptional insurance solutions to our clients. Our goal is to build long-lasting relationships and help individuals and families achieve their financial goals.
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Financial Advisor Specialist
5 days ago
Walnut Creek, California, United States Disability Solutions Full timeJob DescriptionWe are seeking a highly skilled Financial Advisor Specialist to join our team at Disability Solutions. As a Financial Advisor Specialist, you will be responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies.Key ResponsibilitiesProviding tailored advice to clients...
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Financial Service Representative
1 day ago
Walnut Creek, California, United States Wells Fargo Full timeAbout the RoleWe are seeking an exceptional individual to join our team as a Roving Personal Banker. As a key member of our Consumer, Small & Business Banking division, you will be responsible for providing support across various branch locations within a specific geography.As a Roving Personal Banker, you will be the face of our organization and interact...
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Financial Services Coordinator
4 days ago
Walnut Creek, California, United States Mechanics Bank Full timeKey ResponsibilitiesThe Treasury Operations Specialist will be responsible for the following key areas:Implementing Treasury Management product and service requests.Processing maintenance requests for existing Business Online Banking and Treasury Management services.Reviewing Business Online Banking and Treasury Management service requests for accuracy and...