2mo
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Client Care Advisor - Santa Rosa and Sonoma County
Santa Rosa, California, United States
$80k-$95k/yr OnsiteFull Time
1+ YOE1+ year of experience in a consultative, client-facing role; ability to guide clients through decisions and drive outcomes; strong relationship management; 75% field work; healthcare or elder care background preferred.
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Fairfield, CA and Surrounding areas
Berkeley or Fairfield or El Cerrito
$70k/yr OnsiteFull Time
2+ YOEAt least 2 years in a financial advisor role; Series 7 and Series 66 licenses; Life/Health/LTC license; CFP preferred; bachelor’s degree preferred.
2mo
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Financial Advisor
Mill Valley, California, United States
RemoteContract
5+ YOECFP or CFA required; 5+ years as a financial advisor with client relationships; fee-only planning experience; knowledge of portfolio management, Roth conversions, Medicare, retirement income.
3w
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Sr. Associate, Advisor
San Rafael, California, United States
$85k-$110k/yr OnsiteFull Time
3+ YOE3+ years relevant experience, bachelor’s degree required, CFP completed or willing to pursue, Series 65 required or obtainable within 90 days, strong communication, organization, and client service skills.
1mo
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Financial Advisor Associate
Santa Rosa, California, United States
OnsiteFull Time
5+ YOEProven success in establishing rapport with clients; in-depth knowledge of financial services and investment portfolios; ethical integrity.
Microsoft 365
1mo
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Financial Advisor Associate
Santa Rosa, California, United States
OnsiteFull Time
5+ YOEBachelor’s degree or equivalent; 5+ years financial services/brokerage; Series 7 and 63/66; proficient in Microsoft 365; strong client service and regulatory knowledge.
Microsoft 365
2mo
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
2mo
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Part-Time Beauty Advisor - Sephora
Vacaville, California, United States
$18-$23/hr OnsitePart Time
Client-facing retail experience, passion for beauty, excellent written and verbal communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs, basic math and computer skills, ability to complete training.
handheld scanners
1mo
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Part-Time Beauty Advisor - Sephora
Petaluma, California, United States
$19-$25/hr OnsitePart Time
Retail sales role requiring passion for beauty, client-facing retail or service experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, complete training, and perform merchandising and inventory tasks.
handheld scanners, multiple frequency devices
1mo
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Business Solutions Advisor - Coddingtown Center
Santa Rosa, California, United States
$26-$35/hr OnsiteFull Time
Proven B2B or small business sales experience, outbound phone sales, strong communication and customer service skills, ability to manage client relationships and pipeline; high school diploma/GED required.
1w
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Credit Solutions Advisor - Corte Madera
Corte Madera, California, United States
$26-$31/hr OnsiteFull Time
2+ YOEMinimum 2 years mortgage origination or equivalent sales experience, high school diploma/GED, SAFE Act registration, strong communication, client advisory, financial analysis, and ability to work weekends/extended hours.
1w
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Full-Time Beauty Lead Advisor - Sephora
Petaluma, California, United States
$22-$31/hr OnsiteFull Time
Retail beauty experience, client-facing skills, strong communication, ability to lift up to 50 lbs, basic math and computer skills, availability for days/nights/weekends/holidays.
1w
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Financial Advisor - Winters, CA - Market 31, Region 41
Winters, California, United States
$45k-$100k/yr OnsiteFull Time
Develop and grow a client-focused advisory practice; obtain SIE, Series 7 and Series 66 and state insurance licenses; bachelor’s preferred or equivalent experience; strong relationship-building and self-motivation.
4w
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Credit Solutions Advisor - San Rafael Main
San Rafael or United States
$26-$31/hr OnsiteFull Time
2+ YOE2+ years mortgage origination or equivalent experience; ability to assess client needs, deliver lending products, register under SAFE Act, high school diploma/GED required, strong communication and computer skills.
MS applications
1mo
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Financial Solutions Advisor - Corte Madera Financial Center
Corte Madera, California, United States
$70k-$80k/yr OnsiteFull Time
1+ YOERequires Series 7 and 66 (63 or 65 in lieu of 66 acceptable), SAFE Act registration, 1+ year investments experience and 1+ year financial services or sales experience, high school diploma/GED, strong communication and client advisory skills.
2mo
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Financial Solutions Advisor Registration Candidate- North Bay Market
San Rafael, California, United States
$29-$34/hr OnsiteFull Time
Licenses needed (SIE, Series 7, Series 66; Series 63/65 accepted in lieu of 66); strong client relationships, time management, collaborative mindset, and adaptability.
SIE, Series 7, Series 66, Series 63, Series 65
6d
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Financial Solutions Advisor Registration Candidate - Mira Vista Financial Center
Richmond, California, United States
$29-$34/hr OnsiteFull Time
Obtain SIE/Series 7/Series 66 licenses, aptitude for licensing, client relationship skills, time management, and ability to learn technology.
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