Financial Advisor
TradeJobsWorkforce95824 Sacramento, CA, USFull-time
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financi... Show more
Financial services representative Jobs in Elk Grove, CA
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Financial services representative • elk grove ca
Last updated: 6 days ago
Design Sales Representative
3 Day BlindsElk Grove, CA, US$70,000.00 yearly
Full-time
Day Blinds is a national retailer and manufacturer of quality, custom-made blinds, shades, draperies, and shutters.We are proud to be part of the Hunter Douglas family of brands.Over the last 40 ye... Show more
Independent Client Services Consultant (Remote)
Travel with LaniElk Grove, CA, United StatesFull-time
Independent Client Services Consultant (Remote).We are bringing on Independent Client Services Consultant (Remote) to join our remote team.You will assist clients with planning, booking, and suppor... Show more
Remote Financial Analyst - AI Trainer ($50-$60 per hour)
Data AnnotationVineyard, California$50.00 hourly
Remote
Full-time
DataAnnotation is committed to creating high-quality AI.Enjoy the flexibility of remote work and the freedom to set your own schedule.This is an opportunity to work with us as an independent contra... Show more
Project Manager, SDI Services
SOLV EnergyElk Grove, CA, United States$110,448.00 yearly
Full-time
SOLV Energy is a leading provider of infrastructure services to the power industry, designing, building and maintaining utility scale solar, battery storage and high voltage substation projects nat... Show more
Field Sales Representative
AutozoneElk Grove, CA, US$125,000.00 yearly
Full-time +1
Job Description Central cities to this Sales Representative's territory: Minneapolis, MN Position Summary: Are you ready to leverage your sales expertise with one of the automo... Show more
Customer Care Representative
Morphius CorpFlorin, CA, USFull-time
Quick Apply
Must reside in California  We are seeking employees to join our company in working remotely across California.Due to COVID-19 we have been able to restructure our day to day work and now can b... Show more
Remote Benefits Sales Representative
HMG CareersVineyard, California$69,000.00 yearly
Remote
Full-time
Quick Apply
This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ... Show more
Remote Patient Financial Services Leader - AI Trainer ($92-$92 per hour)
MercorElk Grove, California, US$92.00 hourly
Remote
Full-time
Mercor is working with a leading AI research lab to improve the capabilities of next-generation AI systems.We are seeking experienced Patient Collections and Patient Financial Services leaders to e... Show more
Remote Russian-English HCSR
TTECElk Grove$21.65 hourly
Remote
Full-time
Russian-English Bilingual Healthcare Customer Service Representative - Remote in California.Your potential has a place here with TTEC’s award winning employment experience.Russian-English Bilingual... Show more
Financial Planner
TradeJobsWorkForce94205 Sacramento, CA, USFull-time
Financial Planner Job Duties: Provide financial planning and investment advisory services.Res... Show more
Entry-Level Account Representative
SI MarketingElk Grove, CA, USFull-time
Quick Apply
Are you a motivated, people-focused individual looking to start a career in community outreach, customer relations, marketing, and nonprofit engagement ?.We are hiring Entry-Level Account Represent... Show more
Member Services Representative
Crunch Fitness by JEM Wellness BrandsELK GROVE, CA, US$16.90 hourly
Full-time +1
MEMBER SERVICES REPRESENTATIVE (Day Shift).Member Services Supervisor / General Manager .Member Services Representative .This role is offered by JEM Wellness Brands, a proud franchise operator of C... Show more
Dining Services Department Manager
Healthcare Services GroupElk Grove, CA, United States$32.00 hourly
Full-time
Dining Services Department Manager.Join Healthcare Services Group (HCSG) as a Dining Services Department Manager, leading the dining department at a long-term care facility.At HCSG, we are passiona... Show more
Remote Customer Service Representative – Product Testing
GLOCPAVineyard, California$15.00 hourly
Remote
Part-time +1
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more
Customer Service Representative - Remote - 50k-60k/Year
Spade Recruiting USAHood, CaliforniaRemote
Full-time
Quick Apply
We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day pr... Show more
Assistant Services Manager
Ulta Beauty, Inc.Elk Grove, California, United States$16.90 hourly
Full-time +1
At Ulta Beauty, some of the industry’s most highly-esteemed beauty leaders share themselves, as well as their expertise.Think robust organizational support.Ever-increasing levels of investment.And ... Show more
Sales Representative
Luxury Bath TechnologiesElk Grove, CA, US$100,000.00 yearly
Full-time
Quick Apply
Acrylic Bath Sales Representative Location:.San Jose, CA (On-Site) Job Type: Full-Time Compensation: Commission-Based | $100,000–$325,000+ Potential + Bonus Plan + Full Benefits About Rose Re... Show more
- dentist (from $ 30,000 to $ 210,000 year)
- business architect (from $ 140,825 to $ 209,450 year)
- psychiatrist (from $ 27,027 to $ 200,000 year)
- veterinarian (from $ 80,000 to $ 199,167 year)
- platform engineer (from $ 120,900 to $ 191,818 year)
- nurse practitioner (from $ 110,000 to $ 190,225 year)
- director of engineering (from $ 96,645 to $ 190,000 year)
- data manager (from $ 126,875 to $ 188,675 year)
- product owner (from $ 115,000 to $ 188,675 year)
The average salary range is between $ 33,843 and $ 75,809 year , with the average salary hovering around $ 43,679 year .
Financial Advisor
TradeJobsWorkforce95824 Sacramento, CA, US30+ days ago
Job type
- Full-time
Job description
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.