Financial services Jobs in Concord, CA

Last updated: 18 hours ago

Promoted

Financial Services Professional

Guardian Lifesacramento county, CA, United States

$90,000.00–$100,000.00 yearly

Full-time

Are you starting to think about a change? Do you feel dissatisfied and unfulfilled with your impact in your current job?. Consider becoming a part of the Guardian Network as a Financial professional...Show moreLast updated: 8 days ago

Sr. Financial Services Supervisor

Cedars-SinaiCA, United States

$47.00 hourly

Align yourself with an organization that has a reputation for excellence! Cedars-Sinai was awarded the National Research Corporation’s Consumer Choice Award 19 years in a row for providing the high...Show moreLast updated: 7 days ago

Promoted

Executive Assistant to CEO - Financial Services

BURKE + CO.Marin County, CA, United States

$110,000.00–$130,000.00 yearly

Full-time

Our client, a Marin-based financial services firm, is seeking a nimble Executive Assistant to support their Founder / CEO. This role will provide daily administrative support to CEO, assist with new h...Show moreLast updated: 6 days ago

Promoted

Operations Manager Palo Alto Networks Financial Services

Palo Alto NetworksSanta Clara County, California, USA

Palo Alto Networks is the fastestgrowing security company in history.We offer the chance to be part of an important mission : ending breaches and protecting our way of digital life.If you are a moti...Show moreLast updated: 12 days ago

Promoted

Financial Services and Technology GTM - Program and Solution Manager

ServiceNowSanta Clara County, California, USA

$135,300.00–$236,800.00 yearly

As the Financial Services and Technology GTM Program and Solution Manager you will lead solution strategy and activation for Financial Services and Technology responsible for solution definition s...Show moreLast updated: 16 days ago

Sales Executive – Financial Services Global Industry Unit

OracleCA, United States

$126,200.00–$207,400.00 yearly

We are seeking a Sales Executive on the.Oracle's Financial Services Global Industry Unit.The Financial Services Global Industry Unit (FSGIU) provides software solutions for Core Banking, Trading, P...Show moreLast updated: 30+ days ago

Healthcare Financial Advisory Services Director (Remote, Flexible Location)

HuronCalifornia

$200,000.00–$270,000.00 yearly

Remote

Full-time

Huron helps its clients drive growth, enhance performance and sustain leadership in the markets they serve.We help healthcare organizations build innovation capabilities and accelerate key growth i...Show moreLast updated: 30+ days ago

Promoted

Financial Clerk

Race Telecommunications LLCPleasant Hill, CA, United States

Full-time

Hybrid : South San Francisco or Pleasant Hill, CA.Work will be performed onsite at our office or remotely by telecommuting up to 1 day per week. Employee will utilize personal phone or internet servi...Show moreLast updated: 1 day ago

Financial Services Agent

Primerica Financial Services - Lake ElsinoreRiverside County, CA, US

Quick Apply

PFS is now seeking hardworking individuals who are ready to put in the work to achieve their financial freedom and be a part of a bigger purpose. If helping people is something you feel passionate a...Show moreLast updated: 30+ days ago

Promoted

SENIOR ANALYST - CONSUMER FINANCIAL SERVICES

American Honda Motor Co.CA, United States

$81,800.00–$119,600.00 yearly

Full-time

Torrance - Main Campus Location.EX3 - Senior Analyst - Consumer Financial Services (CFS) Planning and Reporting.The Senior Analyst of CFS Planning and Reporting will support the company's sales gro...Show moreLast updated: 1 day ago

Account Executive, Financial Services

TeradataCalifornia, USA

Account Executive, Financial Services.An exciting opportunity to join Teradata’s Premier and Strategic tier customer account teams as a Senior Account Executive. To be successful, you need to be an ...Show moreLast updated: 30+ days ago

Solutions Architect, Financial Services

NVIDIARemote, CA, US

$148,000.00–$276,000.00 yearly

Remote

Full-time

The Financial Services Solution Architect team is looking for an extraordinary person to join an experienced team of Quants and Data Scientists, engaging the finance industry with compelling exampl...Show moreLast updated: 30+ days ago

Financial Services Audit Senior Associate

WithumOrange County, CA

$75,000.00–$100,000.00 yearly

Looking to work at a firm that encourages a work life balance?.Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in tod...Show moreLast updated: 30+ days ago

Promoted
New!

Senior Client Service Associate - Financial Services

TalentLink SolutionsWalnut Creek, CA, United States

Full-time

We are a boutique wealth management firm, supporting a select group of clients and laser-focused on our service model.Our clients stay with us because of the incredible relationships we have and th...Show moreLast updated: 18 hours ago

Financial Services Professional (Management Fast Track- MBA required)

New York LifeMarin County, CA

$62,400.00–$150,000.00 yearly

Financial Services Professional (Management Fast Track- MBA required).Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will in...Show moreLast updated: 30+ days ago

Audit Specialist - District Financial Services (EXTENDED DEADLINE)

Fresno County Superintendent of SchoolsFresno County, CA

$5,369.00–$6,215.00 monthly

Full-time

Under the direction of an assigned supervisor, perform professional accounting work involved in analyzing, auditing, and adjusting school districts and county office accounts, as assigned; review, ...Show moreLast updated: 30+ days ago

Patient Financial Services Specialist

Contra Costa CountyMartinez, CA

$57,288.24–$73,159.44 yearly

Bargaining Unit : Local 2700– General Clerical Unit.The Contra Costa County Health Services Department is offering an excellent opportunity for qualified individuals interested in the Patient Financ...Show moreLast updated: 30+ days ago

Tax Manager - Financial Services

Moss AdamsWalnut Creek, CA

$95,000.00–$145,000.00 yearly

Full-time

Tax Manager - Financial Services(.Silicon Valley, CA, Walnut Creek, CA, Remote.At Moss Adams, we champion authenticity.For us, that means fostering a culture of talented people who care—about you, ...Show moreLast updated: 30+ days ago

Financial Services Professional

Guardian Lifesacramento county, CA, United States

8 days ago

Salary

$90,000.00–$100,000.00 yearly

Job type

Full-time

Job description

About the job

Overview

Are you starting to think about a change? Do you feel dissatisfied and unfulfilled with your impact in your current job?

Consider becoming a part of the Guardian Network as a Financial professional in the Sacramento area where you can help people and businesses reach their financial objectives. You’ll show clients where they are today and help guide their decisions for a better tomorrow while providing the appropriate financial tools and support.

This may sound exciting and scary all at the same time. Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to be on your own.

We’re looking to grow our team with those who share our passion and values.

You possess…

A passion for helping others and making a positive impact in your community.
An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms.
A lifelong learner mentality with a desire to continue growing professionally.
Self‐motivation, a confident personality, high integrity, and a strong desire to succeed.

What you’ll be doing…

Working with clients to understand their goals, concerns, and current financial information.

Analyzing information to create a strategy with appropriate products and services.

Developing and maintaining a base of clients who value your input and guidance.

Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.

What we provide…

The Guardian FR contract for inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two.

Tools and technology to help you appropriately gather, manage, and service your clients.

Development and training—locally, virtually, and nationally—to support your educational needs.

Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.

Mentorship and joint-work opportunities.

Superior service and support.

A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.

Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.

Requirements

Must be a US citizen or authorized to work in the United States

Obtain appropriate insurance licensing

Bachelor's Degree

About Guardian

A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit www.GuardianLife.com.

About Park Avenue Securities LLC

Choosing to succeed is an easy decision. Making it happen is a different story. Park Avenue Securities makes your job easier – when your job is getting new business, our job is helping you keep it. With Park Avenue Securities, you’re able to offer your clients more financial options than ever before, giving you the unique opportunity of going after new business from your current relationships. You’re also in a prime position to enter new markets you hadn’t before considered.

As the retail broker-dealer and investment advisory arm of Guardian, Park Avenue Securities provides you with the means to move your clients and your business forward. There's never been a better time to take the avenue towards your success .