Financial services Jobs in Santa Rosa, CA
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Financial services • santa rosa ca
Last updated: 3 days ago
Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple : to make a difference in the lives of others.
If you are passionate about...Show moreLast updated: 25 days ago
As a Junior Financial Analyst on our client's team, you will work closely with cross-functional teams to support financial planning, analysis, and reporting for the cloud development projects.Your ...Show moreLast updated: 30+ days ago
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
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
Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...Show moreLast updated: 25 days ago
Bonus | Hybrid | SF Bay Area, Charlotte, NC, or North NJ.Headquartered in San Francisco with roots in Silicon Valley, Intellectus Partners is a dynamic wealth management firm dedicated to empowerin...Show moreLast updated: 10 days ago
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory ...Show moreLast updated: 25 days ago
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
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
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
As a recognized national business law firm, we support, grow, and impact our communities through our work.We help entrepreneurs, companies, and professionals shape and build the Canadian economy.Wh...Show moreLast updated: 30+ days ago
The Clinical Dietitian is responsible for the nutrition care management of inpatients : nutrition risk screening, assessment, nutrition support, care plan implementation, monitoring.Other duties may...Show moreLast updated: 25 days ago
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
Our client is a national leader in the broker-dealer space, known for their investment in their employees and exceptional work environment.
They have received numerous awards for employee satisfacti...Show moreLast updated: 11 days ago
Under direction of the Financial Reporting Manager, the Financial Accountant assists with the month end closing process including preparing board reports.
Performs daily and monthly general ledger r...Show moreLast updated: 30+ days ago
The Research Services Lead is an integral part of the firm's Technology & Information Services team.This role will be responsible for conducting and leading a wide range of legal and non-legal ...Show moreLast updated: 11 days ago
A company is looking for a Patient Financial Services Representative 4 to join their team.Key Responsibilities Ensure timely submission of clean claims and serve in the absence of supervisors Re...Show moreLast updated: 4 days ago
Storm2’s client is a leader in payments leader providing merchants with a powerful, data-driven platform to optimize their payments, reduce churn, and drive revenue growth.Backed with strong financ...Show moreLast updated: 3 days ago
Ability to communicate effectively with Guests, Team Members and Management in both written and verbal form.Three (3) to five (5) years of Accounting / Financial management experience.Excellent PC an...Show moreLast updated: 30+ days ago
Merit Services, is currently seeking a talented and analytical Financial Analyst to join its esteemed client’s team in Vaughan.
This role presents an exciting opportunity for a detail-oriented profe...Show moreLast updated: 30+ days ago
- Promoted
Financial Professional
Equitable AdvisorsSanta Rosa, CA, United StatesFull-time
- Promoted
Junior Financial Analyst
Blackstone Talent GroupSanta Rosa, CA, USFull-time
Sales Executive – Financial Services Global Industry Unit
OracleCA, United StatesFull-time
Healthcare Financial Advisory Services Director (Remote, Flexible Location)
HuronCaliforniaRemote
Full-time +1
- Promoted
Financial Advisor
ThriventRiverside County, CA, United StatesFull-time
- Promoted
Financial Planning Specialist
Intellectus Partners, LLCSanta Rosa, CA, United StatesFull-time
- Promoted
Financial Planning Director
Morgan StanleySanta Rosa, CA, United StatesFull-time
Solutions Architect, Financial Services
NVIDIARemote, CA, USRemote
Full-time
Account Executive, Financial Services
TeradataCalifornia, USAFull-time
Financial Services Audit Senior Associate
WithumOrange County, CAFull-time
Financial Analyst
Miller ThomsonToronto, ON MHS, CAFull-time
- Promoted
Dietitian - Nutrition Services
ProvidenceSanta Rosa, CA, United StatesFull-time
Audit Specialist - District Financial Services (EXTENDED DEADLINE)
Fresno County Superintendent of SchoolsFresno County, CAFull-time
- Promoted
Licensed Financial Consultant
Madison Professional GroupSanta Rosa, CA, United StatesFull-time
Financial Accountant
CRESCENT SOLUTIONSCalifornia, USFull-time
- Promoted
Research Services Lead
Considine SearchSanta Rosa, CA, USFull-time
- Promoted
Patient Financial Services Representative
VirtualVocationsSanta Rosa, California, United StatesFull-time
- Promoted
Chief Financial Officer
Storm2Santa Rosa, CA, United StatesFull-time
Financial Controller
Graton Resort & CasinoROHNERT PARK, CAFull-time
Financial Analyst
Merit ServicesCAFull-time
Financial Professional
Equitable AdvisorsSanta Rosa, CA, United States25 days ago
Job type
- Full-time
Job descriptionducation : Bachelor's degree or equivalent skills and work experienceL icensing : State Life & Health, SIE, Series 7, Series 66P ersonal Attributes : values-driven with a track record of success and accomplishmentC ommunication Skills : excellent interpersonal and communication abilities with strong self-confidenceM indset : entrepreneurial spirit with a desire to positively impact others' livesC ollaboration : ability to work with and learn from top performersW ork Authorization : must be authorized to work in the United StatesT INRA Sponsorship : provided for required FINRA licensingP reliminary Employment Period (PEP) : comprehensive 120-day hands-on trainingV irtual University : access to Equitable Advisors' Virtual University for continuous learningM entorship : opportunities for joint work and mentorshipP ersonalized Coaching : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeedL eadership Development : access to Leadership Development School for those with management ambitionP rofessional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program C ign-On Payment Eligibility : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. table Pay : After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $39,000 annually. ommissions and Bonus : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.B enefits Eligibility : E ligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple : to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
ole HighlightsC
- lient Engagement : Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress trackingF
- inancial Strategy Development : Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidanceP
- roduct and Service Consultation : Discuss financial products and services tailored to clients' unique situationsL
- ocation : In-office presence requiredW
- ork-Life Balance : Flexible schedule to maximize productivity and personal timeS
kills & ExperienceE
raining & DevelopmentF
ompensation & BenefitsS
ur Impact & CultureE
quitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. W
e are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.E
quitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M / F / D / V. GE-7814315.1(4 / 25)(Exp.4 / 29)