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Investment banking Jobs in Santa Rosa, CA

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Investment banking • santa rosa ca

Last updated: 13 hours ago

Financial Services Representative - State Farm Agent Team Member

Renee Hyde - State Farm AgentWindsor, CA, US
$65,000.00–$150,000.00 yearly$65,000.00–$150,000.00 yearly
Full-timeFull-time

As a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc.State Farm, you will successfully sell financial products to new and existing customers.Products include but not limited... Show more

Market Manager

Mechanics BankSanta Rosa, CA, United States
$80,000.00–$100,000.00 yearly$80,000.00–$100,000.00 yearly
Full-timeFull-time

Mechanics Bank is currently searching for a Market Manager to join our team.Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person.The Mark... Show more

Travel Physical Therapist - $2992 / Week

BluepipesSanta Rosa, CA, US
$2,992.00 weekly$2,992.00 weekly
Full-timeFull-time

Lancesoft is seeking an experienced Physical Therapist for an exciting Travel Allied job in Santa Rosa, CA.Shift: Inquire Start Date: ASAP Duration: 13 weeks Pay: $2992 / Week.LanceSoft’s mission i... Show more

Capital Markets Loan Processor

Farm Credit FoundationsSanta Rosa, CA, United States
$62,149.96 yearly$62,149.96 yearly
Part-timePart-time

Corporate Operations Specialist.American AgCredit offers a unique opportunity to be a part of a national financial system supporting those who feed, clothe and fuel the world.We are a growing organ... Show more

Travel Nurse - Registered Nurse - Case Manager - $3741 / Week

LancesoftSanta Rosa, CA, US
Full-timeFull-time

Lancesoft is seeking an experienced Case Manager Registered Nurse for an exciting Travel Nursing job in Santa Rosa, CA.Shift: 5x8 hr days Start Date: ASAP Duration: 26 weeks Pay: $3741 / Week.Monda... Show more

 • Promoted

Senior Home Lending Advisor, Santa Rosa, CA

ChaseRohnert Park, CA, United States
Full-timeFull-time

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu... Show more

Find Career Training Programs Near You

Dreambound Inc.Windsor, California, US
Full-timeFull-time

Note : These are educational programs, not jobs.Successful completion of any program does not guarantee employment but will equip you with valuable skills for in-demand career fields.Looking to sta... Show more

Remote Investment Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationRohnert Park, California
$50.00 hourly$50.00 hourly
RemoteRemote
Full-timeFull-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

Deposit Compliance Officer (AVP or VP)

Poppy BankSanta Rosa, CA, United States
Full-timeFull-time

We are actively recruiting candidates who may be based in either our Santa Rosa or Walnut Creek office.The position is responsible for the oversight of the Branch Banking Regulatory Compliance prog... Show more

Business Banking Officer

Westamerica BankSanta Rosa, CA, United States
Full-timeFull-time

Job Opportunity At Westamerica Bank.Westamerica is among the largest commercial banks headquartered in California.We are looking for outstanding people to join our winning team.We reached our curre... Show more

Financial Solutions Advisor- Napa, Marin, Sonoma Areas

Bank of AmericaRohnert Park
$70,000.00–$80,000.00 yearly$70,000.00–$80,000.00 yearly
Full-timeFull-time

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key responsibilities include triaging client leads, making ... Show more

Relationship Banker- Sonoma Market- Santa Rosa, CA

JPMorgan Chase Bank, N.A.Santa Rosa, CA, US
$25.00–$32.69 hourly$25.00–$32.69 hourly
Full-timeFull-time

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by doing the right t... Show more

 • New!

Valuation Manager

BPM LLPSanta Rosa, CA, United States
$125,000.00–$140,000.00 yearly$125,000.00–$140,000.00 yearly
Full-timeFull-time

BPM's Advisory Services group is looking for a Manager-level professional for our Valuations practice.In the Silicon Valley, business is booming and with this climate, BPM is providing a fantastic ... Show more

Director Investment Banking TMT Elite Boutique

The Harrison Rush GroupSanta Rosa, CA, United States
Full-timeFull-time

Director, Investment Banking TMT Focus (San Francisco).We are representing a premier, independent investment bank in San Francisco seeking a Director of Investment Banking to lead high-stakes M&A ... Show more

J.P. Morgan Wealth Management Private Client Advisor - Sonoma County, CA and Surrounding Areas

JPMorgan ChaseSanta Rosa, CA, United States
Full-timeFull-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Director of Finance & Administration

Goodwill ~ Redwood EmpireSanta Rosa, CA, United States
Full-timeFull-time

Director of Finance & Administration.The Director of Finance & Administration is the agency's senior financial leader and is responsible for the oversight of financial operations, fiscal integrity,... Show more

Senior Manager, Revenue Growth Manager

Traditional MedicinalsRohnert Park, CA, United States
Full-timeFull-time

The Revenue Growth Manager is a member of the Sales Strategy & Planning (SS&P) team and will build and drive Traditional Medicinals' revenue growth management (RGM) capability across retail pricing... Show more

 • New!

Merrill Advisor Development Program - Financial Advisor: East Bay Market

Bank of AmericaSanta Rosa, CA, United States
$80,000.00–$90,000.00 yearly$80,000.00–$90,000.00 yearly
TemporaryTemporary

Merrill Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, comp... Show more

Insurance Operations Specialist

Exchange BankSanta Rosa, CA, United States
$23.25–$32.00 hourly$23.25–$32.00 hourly
Full-timeFull-time

Insurance Operations Specialist.The Insurance Operations Specialist plays an essential role in protecting the bank's loan portfolio by ensuring secured loans maintain the appropriate insurance cove... Show more

Float Relationship Banker - North Bay, CA

U.S. BankRohnert Park, CA, United States
$29.08–$35.54 hourly$29.08–$35.54 hourly
Full-timeFull-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Renee Hyde - State Farm AgentWindsor, CA, US
30+ days ago
Salary
$65,000.00–$150,000.00 yearly
Job type
  • Full-time
Job description

Benefits:

  • Health insurance
  • Paid time off
  • Training & development
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary


As a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Products include but not limited to Life Insurance, Annuities, Mutual Funds, and Supplement Health products. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.

RESPONSIBILITIES:


  • Provide clients with financial planning and investment advice.
  • Assist clients with portfolio management and asset allocation.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.

QUALIFICATIONS:


  • 1+ years of experience in financial services.
  • Strong analytical and communication skills.
  • FINRA SIE and Series 63.

Flexible work from home options available.