Financial Services Consultant

Job DescriptionWe are seeking an experienced Senior Financial Operations Lead 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 skilled professionals and providing exceptional client service.About the RoleThe Senior Financial Operations Lead will oversee the day-to-day...

About the RoleThis position is a key member of our branch team, working closely with clients to understand their financial needs and provide tailored solutions.The Financial Representative will be responsible for building and maintaining strong relationships with clients, identifying opportunities to deepen their engagement with Fidelity, and delivering...

About Our TeamWe are a dynamic team of ambitious professionals at the Beer Financial Group, driven by a shared passion for delivering exceptional financial services. As a seasoned Financial Advisor, you will play a pivotal role in shaping our team's success and contributing to the growth of our insurance and financial services portfolios.Key...

Job OverviewWe are seeking a highly motivated Financial Services Professional to join our team on the Central Coast. This role will be based in Santa Barbara, California.

About Us:HUB International Limited is a leading global insurance brokerage providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in more than 600 offices throughout North America, HUB is a fast-growing company that is committed to...

This exciting opportunity is perfect for individuals who are passionate about delivering outstanding customer service, building strong relationships, and driving sales growth. With a focus on consultative selling and a passion for helping others, you'll excel in this role and enjoy a rewarding career with our company.You'll have the opportunity to work with...

We are seeking a skilled Oracle FCCS Financial Consultant to join our team at Omega Solutions. The ideal candidate will have expertise in Oracle FCCS and experience with financial consolidation and close cloud services.Key Responsibilities:Provide expert-level guidance on Oracle FCCS configuration and implementationAssist in financial data consolidation and...

About Fidelity InvestmentsFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and...

Experience a Dynamic and Collaborative Work EnvironmentNasif, Hicks, Harris & Co., LLP is committed to delivering exceptional public accounting services to our clients. As an intern with our firm, you will have the opportunity to gain hands-on experience in tax preparation and audit engagements.About Our Internship ProgramOur 8-week internship program is...

Fidelity Investments, a privately held company with a mission to strengthen the financial well-being of our clients, offers an exciting opportunity for a skilled Financial Consultant to join their team.Company OverviewWe help people invest and plan for their future. Our commitment to empowering professional growth, flexibility, and support enables long-term...

Lassen s Natural Foods is a dynamic and customer-focused organization seeking a highly motivated Natural Health Consultant to join our team in the Wellness Department. This is an exciting opportunity for individuals who are passionate about providing exceptional customer service, staying up-to-date on the latest natural health trends, and helping customers...

Job OverviewWe are seeking an exceptional Financial Operations Specialist to join our team at Clear Construction Inc. in Santa Barbara, CA.About the RoleThis role is responsible for handling a wide range of administrative and office support tasks related to accounts receivable, ensuring the overall efficiency of our operations.The ideal candidate will be...

About Heather SternWe are a dynamic and forward-thinking firm, dedicated to delivering exceptional financial solutions to our valued clientele.As a Client Service Associate at Heather Stern, you will play a pivotal role in providing outstanding support to our clients. You will collaborate closely with our team of wealth advisors and investment professionals...

At Mercer Advisors, we are dedicated to providing our clients with exceptional financial services and guidance. As a Regional Vice President – Community, you will play a critical role in growing our RIA referral platform and developing strong relationships with our Wealth Advisors, Tax Managers, and Leaders.About the Role:This is an exciting opportunity to...

Company OverviewNorthwestern Mutual, a recognized leader in the financial services industry for over 160 years, offers a unique opportunity to launch your career as a Financial Representative. With a proven track record of financial success and a reputation for excellence, our company provides an ideal environment for individuals who are passionate about...

Company OverviewAt Edward Jones, we believe in a human-centered approach to finance. 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.SalaryThe estimated annual salary for this position is between $46,485 and $59,629, based...

At Your SmartSource, we're seeking a highly skilled Financial Services Representative to join our team. This exciting opportunity offers a competitive salary of $25.15 - $38.50 per hour, depending on experience.We're looking for someone with at least 3 years of experience in a similar role, preferably with bilingual English/Spanish proficiency and...

At Toyota of Santa Barbara, we are seeking a highly motivated and results-driven Client Services Coordinator to join our team. This is a unique opportunity for an individual who wants to grow with a fast-paced and rewarding dealership.About the RoleThe successful candidate will be responsible for greeting customers promptly, obtaining customer and vehicle...

Business Development and Relationship Management OpportunityWe are seeking a seasoned Financial Services professional to join our team as a Regional Director, Broker Dealer Group. In this role, you will be responsible for driving business development and relationship management activities across a designated territory.About the Role:Sales leadership and...

About VituityVituity is a physician-owned partnership that values autonomy, local control, and national support. Our ownership model provides financial transparency, comprehensive benefits, and career development opportunities.The OpportunityWe are seeking Board Eligible/Certified Neurology physicians for neurohospitalist and moonlighting positions in Santa...