1w
Save
Mark Applied
Hide
Relationship Manager - Santa Barbara, CA
Santa Barbara, California, United States
$48k-$91k/yr OnsiteFull Time
1+ YOEFINRA Series 7 & 66 (or ability to obtain),1-3 years in financial services, financial planning knowledge, strong communication, client-focused, ability to drive appointments and support branch activities.
4w
Save
Mark Applied
Hide
Private Client Advisor
Denver or Santa Barbara or Greenwood Village or Los Angeles or South Jordan or Bellevue or California or Seattle or San Diego or Irvine or United States
$100k-$180k/yr OnsiteFull Time
5+ YOEBachelor's degree required, 5-10 years banking and wealth management experience, strong relationship management and business development skills, wealth/estate planning expertise, analytical and communication skills, occasional travel.
2mo
Save
Mark Applied
Hide
Tax Manager
Paso Robles or San Luis Obispo or Santa Maria
$125k-$160k/yr HybridFull Time
6+ YOE6+ years tax accounting experience, active licensed CPA, bachelor’s in accounting/finance, strong project management, analytical and communication skills, experience supervising staff and developing client relationships.
QuickBooks, CCH Axcess, CSI Depreciation, CaseWare, BNA Tax Planning Software, Microsoft Office
2w
Save
Mark Applied
Hide
General Manager - Event Operations
Santa Barbara, California, United States
$105k-$115k/yr OnsiteFull Time
3+ YOEBachelor's or equivalent experience, minimum 3 years operations/project/field management, leadership and communication skills, client relationship management, ability to travel up to 25%.
1mo
Save
Mark Applied
Hide
Senior Account Manager - Employee Benefits
Sacramento or Fresno or Stockton or Santa Maria or Pleasant Hill
$53k-$109k/yr OnsiteFull Time
5+ YOE5+ years account management in insurance (Accident & Health focus), Life Accident & Health license, high school diploma (bachelor's preferred), strong MS Office skills, client relationship and compliance knowledge.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
1w
Save
Mark Applied
Hide
Senior Sales Manager - Hilton Santa Barbara Beachfront Resort
Santa Barbara, California, United States
$85k-$95k/yr OnsiteFull Time
1+ YOE1-2 years senior hotel sales experience, familiarity with 300+ room properties, large group selling, contract negotiation, client relationship building, and leadership.
2mo
Save
Mark Applied
Hide
Personal Lines Producer/Insurance Sales Representative
Moses Lake or United States
$48k-$125k/yr OnsiteFull Time
Licensed in Washington; knowledge of personal insurance; strong sales, negotiation, and communication skills; ability to prospect and manage client relationships.
Agency Management System, CRM, Microsoft Office
1w
Save
Mark Applied
Hide
Financial Advisor - Santa Maria, CA - Market 28, Region 034
Santa Maria, California, United States
$45k-$100k/yr OnsiteFull Time
Ability to build client relationships, obtain FINRA registrations (SIE, Series 7, Series 66) and state insurance licenses, and complete firm training; bachelor's degree preferred or equivalent experience.