8 client services lead jobs at 6 companies in Lemoore, CA
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Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Remote/Northern California
Sacramento or Oakland or Fresno or California
$137k-$198k/yrRemoteFull Time
Empower: Provides retirement plan administration and personal wealth management services.
10+ YOE10+ years financial services experience; Series 65 and FINRA fingerprinting required; CFP preferred; bachelor’s degree or equivalent; strong communication, planning, and client relationship skills.
RH Community Builders: Provides supportive housing and social services for at-risk individuals.
3+ YOEBachelor's in social services preferred; minimum 3 years housing-related social services experience; clean driving record; ability to create care plans, coordinate providers, maintain documentation, and advocate for clients.
WestCare Foundation: Provides behavioral health and human services to diverse communities.
2+ YOEManage diversion referrals, ensure data quality and reporting, provide client screening and housing assistance, and maintain documentation; requires 2 years case management experience and strong data/communication skills.
Senior Private Wealth Advisor, Practice Lead - Bakersfield/Fresno
Bakersfield or Fresno
$125k-$182k/yrRemoteFull Time
Empower: Provides retirement plan administration and personal wealth management services.
10+ YOE10+ years in financial services with HNW client experience; Series 65 and FINRA fingerprinting required; bachelor’s degree or equivalent; CFP preferred; strong communication, financial planning, tax and estate knowledge; willingness to travel locally.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Entrepreneurial mindset, willingness to learn business, leadership, recruiting, client relationship and time-management skills; motivated to build and lead an agency in financial services.
Fort Worth or Frankfort or Fuquay-Varina or Fresno or Frederick or Franklin or Fort Wayne or Fort Washington or Fort Myers or Fort Mill or Flagstaff or Fargo or Fairbanks
RemoteFull Time
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Entrepreneurial mindset, drive for personal growth, strong interpersonal skills, openness to learning, and interest in building and leading a client-facing financial services agency.
State Controller's Office: California's fiscal controller managing state financial operations and assets.
Supervise and lead IT staff for field operations/client services, provide after-hours and onsite support at institutions, maintain confidentiality, and respond to high-priority incidents; must reside in California and meet class minimum qualifications.
Fresno or Greenwood Village or Scottsdale or United States
$215k-$300k/yrOnsiteFull Time
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
10+ YOE10+ MgmtUniversity degree required (MBA preferred), 10+ years financial services leadership experience, proven experience leading large dispersed sales organizations, expertise in lending/deposits/client acquisition, strong credit and AML knowledge, executive leadership and stakeholder skills.