4 policy advisor jobs at 4 companies in Manteca, CA
2w
Save
Mark Applied
Hide
Advisor Endzone & Loyalty (Front End)
San Jose, California, United States
$17-$24/hr OnsitePart Time
High school diploma or equivalent; background check required; ability to provide customer service, promote loyalty programs, and follow store policies.
2w
Save
Mark Applied
Hide
Wealth Management Advisor II
San Francisco or Sacramento or San Jose or Fresno or Bakersfield or Palo Alto
$122k-$262k/yr OnsiteFull Time
8+ YOE8+ years financial services sales/client experience; bachelor’s or equivalent; industry certifications (CFP/CFA/CPWA or JD/CPA) required within policy; NMLS and state life and health insurance licenses; strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
1w
Save
Mark Applied
Hide
Technical Advisor to the Chief Deputy Director
Sacramento County, California, United States
$10k-$12k/mo HybridFull Time
Experience advising leadership on complex, sensitive tax matters; developing tax policies and procedures; leading high-visibility projects; and building trusted relationships with internal and external stakeholders.
Microsoft Office, Personal Computer, telephone
3mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
Client service support for wealth management; assist Financial Advisors; ensure timely client materials; follow bank policies; multi-task and adapt in a fast environment.
Microsoft Office, Salesforce