NewSenior Associate Wealth Advisor Focus Partners WealthSenior Associate Wealth AdvisorPalo Alto, California$124,000–$140,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Client Care Advisor Honor Technology IncClient Care AdvisorSan Francisco, CA$80,000–$95,000 / yearAbout the Team: Honor's Owned & Operated (O&O) team runs company-owned Home Instead markets, serving clients directly while also helping shape how care is delivered across the broader network. While Honor has 13 leadership principles, the following are particularly relevant to this role: Relentlessly Focus on Clients: Client Care Advisors start with the client and work backward.
Service Advisor Downtown Toyota of OaklandService AdvisorOakland, California$80,000–$160,000 / yearTake ownership of the customer's experience by carrying out those additional assignments that allow the dealership to leave a positive impression with the customer. Provide concierge support for all owner inquiries, whether phone or in person, to assure the customer does not get mishandled.
Home Comfort Advisor or Sales Residential & Light Commercial Sugar Bear Home Services,LLCHome Comfort Advisor or Sales Residential & Light CommercialSouth San Francisco, CAPart timeTo assist in achievement of the company’s strategic objective and annual goals through the delivery of exceptional service and support reflective of Sugar Bear Home Services,LLC, (Plumbing, Heating, Cooling, and Electrical), (the Company) vision, mission, purpose, and values. Perform the necessary evaluation of the client’s home including the comfort survey, engineering analysis, and load calculation.
Service Advisor Fremont ChevroletService AdvisorFremont, CaliforniaTake ownership of the customer's experience by carrying out those additional assignments that allow the dealership to leave a positive impression with the customer. The position may also pay commission compensation based on the value or amount of closed sales achieved from $0.00 (if no sales are made) without any upper limit other than sales performance.
Financial Solutions Advisor Registration Candidate - Boston Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Boston MarketBelmont, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor- Hayward and Milpitas Area Bank of AmericaFinancial Solutions Advisor- Hayward and Milpitas AreaSan Jose, CaliforniaUS - CA - Castro Valley - 3067 Castro Valley Blvd - CASTRO VALLEY BC (CA4121), US - CA - Fremont - 39300 Fremont Blvd - FREMONT-BEACON BC (CA4148), US - CA - Fremont - 40714 Grimmer Blvd (CA4190), US - CA - Fremont - 46786 Mission Blvd - WARM SPRINGS BC (CA4183), US - CA - Hayward - 24700 Hesperian Blvd - HESPERIAN-LA PLAYA BC (CA4157), US - CA - Milpitas - 20 Ranch Dr - McCarthy Ranch (CA3199), US - CA - Milpitas - 740 E Calaveras Blvd - MILPITAS BC (CA3107), US - CA - Newark - 36900 Newark Blvd - NEWARK BC (CA4165), US - CA - SAN JOSE - 1058 E BROKAW RD - Brokaw Plaza BC (CA3216), US - CA - San Jose - 2611 N 1st St - ORCHARD PARK BC (CA3172), US - CA - San Leandro - 1400 E 14th St - SAN LEANDRO MAIN OFFICE (CA4111), US - CA - Union City - 1900 Decoto Rd - UNION CITY BC (CA4168), US - CA - Union City - 31800 Alvarado Blvd - ALVARADO BC (CA4175). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor- San Jose Area Bank of AmericaFinancial Solutions Advisor- San Jose AreaSan Jose, CaliforniaUS - CA - Campbell - 1875 S BASCOM AVE - THE PRUNEYARD BC (CA3140), US - CA - San Jose - 1245 Lincoln Ave - WILLOW GLEN BC (CA3118), US - CA - San Jose - 1707 E Capitol Expy - CAPITOL & ABORN BC (CA3196), US - CA - San Jose - 2225 Quimby Rd - EASTRIDGE CENTER BC (CA3164), US - CA - San Jose - 2650 Berryessa Rd - CAPITOL-BERRYESSA BC (CA3171), US - CA - San Jose - 5615 Snell Ave - Snell-blossom Hill (CA3141), US - CA - San Jose - 5710 COTTLE RD - VILLAGE OAKS (CA3213), US - CA - San Jose - 971 Blossom Hill Rd - BLOSSOM HILL-WINFIELD BC (CA3170), US - CA - Santa Clara - 2900 El Camino Real - EL CAMINO-KIELY BC (CA4158), US - CA - Santa Clara - 2905 Stevens Creek Blvd - VALLEY FAIR BC (CA4143). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor- Peninsula Area Bank of AmericaFinancial Solutions Advisor- Peninsula AreaSan Mateo, CaliforniaUS - CA - Belmont - 2031 Ralston Ave - BELMONT BC (CA5149), US - CA - Burlingame - 400 El Camino Real (CA5105), US - CA - Daly City - 33 Southgate Ave - WESTLAKE BC (CA5172), US - CA - Daly City - 391 Gellert Blvd - SERRAMONTE PLAZA BC (CA5150), US - CA - Foster City - 909 E Hillsdale Blvd - FOSTER CITY BC (CA5157), US - CA - Millbrae - 555 Broadway - MILLBRAE BC (CA5141), US - CA - San Bruno - 465 San Mateo Ave (CA5108), US - CA - San Francisco - 1007 Taraval St - PARKSIDE BC (CA5114), US - CA - San Francisco - 245 Winston Dr - STONESTOWN BC (CA5110), US - CA - San Francisco - 2485 San Bruno Ave - Portola District (CA5128), US - CA - San Francisco - 288 W Portal Ave - WEST PORTAL BC (CA5134), US - CA - San Francisco - 5150 Mission St - GENEVA-MISSION BC (CA5123), US - CA - San Francisco - 6 Leland Ave - VISITACION VALLEY BC (CA5135), US - CA - San Mateo - 2900 S El Camino Real - HILLSDALE BC (CA5143), US - CA - San Mateo - 300 S El Camino Real - Ap Giannini (CA5155), US - CA - South San Francisco - 955 El Camino Real - SOUTH SAN FRANCISCO BC (CA5146). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor Registration Candidate - Concord Center Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Concord Center Financial CenterConcord, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor- Silicon Valley Area Bank of AmericaFinancial Solutions Advisor- Silicon Valley AreaCupertino, CaliforniaUS - CA - Cupertino - 1 Apple Park Way - Apple Park (CA3218), US - CA - Cupertino - 20563 Stevens Creek Blvd (CA3143), US - CA - Cupertino - 21020 Homestead Rd (CA4104), US - CA - Los Altos - 227 S San Antonio Rd - HAWTHORNE-SAN ANTONIO BC (CA4173), US - CA - Menlo Park - 633 Santa Cruz Ave - MENLO PARK BC (CA5142), US - CA - Mountain View - 384 San Antonio Rd - SAN ANTONIO BC (CA4122), US - CA - Mountain View - 444 Castro St - MOUNTAIN VIEW MAIN OFFICE (CA4109), US - CA - Palo Alto - 530 Lytton Ave - PALO ALTO MAIN OFFICE (CA5106), US - CA - Redwood City - 1875 Virginia Ave - WOODSIDE PLAZA (CA5154), US - CA - Redwood City - 700 Jefferson Ave - REDWOOD CITY MAIN OFFICE (CA5101), US - CA - San Carlos - 760 Laurel St - SAN CARLOS BC (CA5153), US - CA - Sunnyvale - 1310 S Mary Ave - DE ANZA SQUARE BC (CA4161). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Recreation Specialist /Student Government Advisor: Wednesday to Saturday 11:30am-10:30pm Career Systems Development CorpRecreation Specialist /Student Government Advisor: Wednesday to Saturday 11:30am-10:30pmSan Jose, CAMaintains confidentiality but reports significant events or situations immediately through approved channels to ensure the health, safety, and well-being of students and staff, and to ensure that required reporting occurs, and that students receive emergency services as needed. Duties/Responsibilities: Assists students in adjusting to Center life to enhance student retention by providing supervision, behavior modification, counseling, and by acting as a positive role model and mentor.
Recreation Specialist /Student Government Advisor 2 Part-Time Roles Career Systems Development CorporationRecreation Specialist /Student Government Advisor 2 Part-Time RolesSan Jose, CAMaintains confidentiality but reports significant events or situations immediately through approved channels to ensure the health, safety, and well-being of students and staff, and to ensure that required reporting occurs, and that students receive emergency services as needed. Duties/Responsibilities: Assists students in adjusting to Center life to enhance student retention by providing supervision, behavior modification, counseling, and by acting as a positive role model and mentor.
Enrollment Advisor Aviation Institute of MaintenanceEnrollment AdvisorFremont, CaliforniaAs an Admissions Representative, you will connect students with programs that support their goals while consistently meeting key performance indicators (KPIs) related to outreach volume, contact-to-appointment conversion, application completion, and enrollment success. With 15 campuses nationwide, AIM is a cornerstone in the aviation industry, accounting for 20% of all students attending FAA-certified Airframe & Powerplant (A&P) schools across the country.
Trade Finance Advisor First Citizens BankTrade Finance AdvisorSanta Clara, California$120,000–$140,000 / yearFull timeReports directly to the Director, Trade Finance; possesses letter of credit and documentary collection expertise; performs client facing and consulting roles; develop and maintain transaction client relationships; provide advisory services to clients in the structuring and development of documentary requirements; identify and mitigate all associated and related risks; resolve problem issues and provide solutions; assist clients in the proper preparation of documents for settlement submission; examine and negotiate documents for compliance to letter of credit terms and conditions; facilitate the forwarding of documents to foreign banks for furtherance of the payment collection process; offer and facilitate financing by employing bills discounting and bills purchasing product methodologies; settle and pay letter of credit and documentary credit bills; identify, assess, monitor screening, investigate, escalate and make disposition about compliance matters in relation to OFAC Sanctions, BSA/AML Transaction Monitoring, BIS Anti-Boycott Regulations; establish, manage and maintain partner bank relationships; provide client and regulatory reporting and data; educate, guide and collaborate with internal and external stakeholders on trade finance products; and develop and maintain visibility in the trade finance industry. This includes the review of the amendments received from the other domestic/foreign issuing banks; interpret the requested changes; make certain the terms and conditions are executed correctly; and communicate the revisions to the client and work with them to ensure favorable terms are obtained.
NewPWM Private Wealth Advisor U.S. BankPWM Private Wealth AdvisorWalnut Creek, CaliforniaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
NewG-Ame Business Management Advisor STMicroelectronics NVG-Ame Business Management AdvisorSanta Clara, CAIdentify trends, areas of excellence / improvement through business data driven analytics, to support management team in decision making and strategy definition and execution (pricing, backlog loading, allocation, incentive program & campaign, stock mgmt.). Consolidate and analyze revenue and orders trends, support revenue targets achievement, Provide data analysis and reporting & represent to support decision making, business process innovation, coordination and consolidation of business central tasks.
Beauty Advisor/Artist Freelancer - Dr. Jart - East Bay, San Fransisco Estee Lauder IncBeauty Advisor/Artist Freelancer - Dr. Jart - East Bay, San FransiscoSan Francisco, CADescription As one of our highly skilled freelance sales associates (that provides either make-up application; skin care advice, hair or fragrance consultations) you will combine your creative and technical expertise and passion for people to provide a welcoming, inspirational and personalized in-store experience which educates and delights our customers. Additionally, expertise in fragrance, skincare, and hair consultation is highly valued; however, we are equally open to those looking to develop their skills in these areas.
HVAC Comfort Advisor One Hour Heating & Air Conditioning Franchising SPE LLCHVAC Comfort AdvisorVallejo, CA$100,000–$150,000 / yearJOB SUMMARY This position provides customer options, design, and education in the sale of replacement HVAC systems in a residential and light commercial setting. All inquiries about employment benefits, scheduling, and compensation at this franchise should be made directly to the franchise location and not to One Hour Heating and Air Conditioning Corporate.
PWM Private Wealth Advisor U.S. BancorpPWM Private Wealth AdvisorWalnut Creek, CA$170,255–$200,300 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
Financial Aid Advisor Unitek Learning IncFinancial Aid AdvisorSouth San Francisco, CA$25–$31 / hourYou will be responsible for administering, determining eligibility, and processing student financial aid to maintain positive cash flow, in addition to other related tasks for the financial aid department. As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year.
Entry-Level Financial Planning Advisor (Remote) (Remote) Traction Forge FinancialEntry-Level Financial Planning Advisor (Remote) (Remote)San Jose, CARemoteBy partnering with leading Fortune 500 companies and top financial institutions, we are able to provide complimentary financial assessments designed to help individuals, families, and business owners identify opportunities to improve their financial position and work toward their long-term goals. At Traction Forge Financial, leveraging the strength of GFI, our mission is centered around helping individuals and families build stronger financial futures through education, guidance, and personalized financial strategies.
Entry-Level Financial Planning Advisor (Remote) Traction Forge FinancialEntry-Level Financial Planning Advisor (Remote)San Jose, CARemoteBy partnering with leading Fortune 500 companies and top financial institutions, we are able to provide complimentary financial assessments designed to help individuals, families, and business owners identify opportunities to improve their financial position and work toward their long-term goals. At Traction Forge Financial, leveraging the strength of GFI, our mission is centered around helping individuals and families build stronger financial futures through education, guidance, and personalized financial strategies.
Lead Physician Advisor Full Time Days Washington HospitalLead Physician Advisor Full Time DaysFremont, CaliforniaThe Physician Advisor also collaborates closely with healthcare providers, including physicians, nurses, case managers, clinical documentation integrity (CDI), specialists, other CDI leadership and personnel to discuss cases and offer clinical insights that ensure the best patient outcomes while managing resources efficiently. · Review patient medical records to assess the necessity and appropriateness of hospital admissions, continued stays, and clinical procedures, as well as handle second-level reviews and appeals for cases requiring additional clinical expertise or cases contested by insurers.
Automotive Service Advisor Concord Tire Center LLCAutomotive Service AdvisorConcord, CAFull timeWe are seeking a friendly peoples person, with great positive attitude and willing to go the extra mile for great customer service. Assisting supervisors to complete each task in a timely matter.
Travel Services Operations Advisor - AMS TikTok IncTravel Services Operations Advisor - AMSSan Jose, CAResponsible for following up and implementing special tasks related to travel services in this region, such as cross-border mobility projects, etc., collaborating deeply with relevant internal and external teams of local departments, and efficiently and effectively promoting project completion. Combining the company's travel characteristics and business development stage, assist the team in building a travel operation system, and continuously improve the delivery capabilities of travel services and the global travel service experience.
NewSr Client Advisor - Commercial Lines PCF Insurance ServicesSr Client Advisor - Commercial LinesSan Francisco, CARanked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.
Career Advisor (800017) Arbor E&T, LLCCareer Advisor (800017)San Jose, CAManage the programmatic offerings of the Centers job preparation workshops to ensure a business-driven curriculum, a high quality of presentation, a satisfactory participation rate, clear messaging of next steps, and a tangible output. Conduct new customer orientation - Help to ensure that positive outcomes and goals are met as required by contract - Work with schools, account managers and management to ensure appropriate documentation is completed and received.
Hvac Comfort Advisor One Hour Air Conditioning and HeatingHvac Comfort AdvisorVallejo, CAThis position provides customer options, design, and education in the sale of replacement HVAC systems in a residential and light commercial setting. If you are an individual who values a rewarding career and providing amazing customer experiences, you may be a match for our team.
Beauty Advisor - Full Time - Stanford L'Occitane en ProvenceBeauty Advisor - Full Time - StanfordPalo Alto, CA$20.43–$23.50 / hourWe contribute to the companys waste reduction targets through their support of related in-store initiatives, such as our in-store recycling program, following inventory management guidelines to reduce product waste, and eliminating the purchase of single-use plastics, as well as by promoting our refill products to heat targets. Let Success Drive You: Support & assist with all store operations, policies, and procedures, you are encouraged to take the initiative by solving problems and putting the customers' needs first.
Chief of Staff & Strategic Advisor to Senior Vice President - Government Programs (Medicare/Medicaid Strategy) Macpower Digital Assets Edge Private LimitedChief of Staff & Strategic Advisor to Senior Vice President - Government Programs (Medicare/Medicaid Strategy)Oakland, CARemote$140,000–$194,000 / yearServes as a lead consultant to ensure the alignment, buy-in, and coordination of diverse stakeholders to drive the implementation of strategic business initiatives and projects/programs across multiple functional tracks or workstreams by identifying and ensuring representation and inclusion of appropriate stakeholders; building rapport and partnerships with key stakeholder teams, third party vendors, and executive management; working with stakeholders to develop goals and set the prioritization of deliverables; developing a menu of solutions for complex, competing, or ambiguous requests; discussing involvement of business processes (e.g. Leads the assessment of strategic performance metrics to support business initiatives by building partnerships with data analytic teams to ensure the translation of business requirements into analytic specifications; identifying appropriate data analysis tools and approach to assess business performance; determining suitable data gathering and analysis methods (e.g., process observation, hard data, etc.); defining data requirements and obtaining customer agreements, including customer requirements as appropriate; conducting advanced statistical analyses and/or testing to evaluate the effectiveness of business solutions; and identifying and alleviating risks through data-driven analysis.
Sales Advisor RichemontSales AdvisorSan Jose, CaliforniaCreated in Brussels by the innovative Charles Delvaux, la Maison has remained at the forefront of luxury leather goods for nearly two centuries because of its savoir-faire, uncompromising craftsmanship and the outstanding quality of its creations. Employees are encouraged to make a difference in their local communities with volunteer days off, supporting initiatives that drive change.
Automotive Service Advisor MIDAS HAYWARD Midas HAYWARD 1246Automotive Service Advisor MIDAS HAYWARDHayward, California$75,000–$90,000 / yearResponsibilities As a Midas automotive service manager, you will manage and direct all automotive and general service technicians in the operation of the shop, including: Deliver exceptional customer service while listening and consulting customers. At Midas we are dedicated to providing quality services to customer vehicles in the areas of inspection, diagnosis and repair utilizing the expertise attained through ASE Certifications and/or years of automotive repair experience.
Senior Manager Revenue Accounting & Advisor Coherent CorpSenior Manager Revenue Accounting & AdvisorSanta Clara, CAPartners with cross-functional and cross-regional leadership teams (including Legal, Tax, Sales, and Finance) to evaluate complex revenue streams, profitability drivers, and margin performance, providing strategic insights that influence business decisions and operational outcomes. Partners strategically with Sales, Legal, Operations, and Finance leadership to review and negotiate complex customer and supplier contract terms, providing expert accounting guidance, recommending risk-mitigating revisions, and ensuring alignment with revenue recognition requirements, operational objectives, and broader business strategy.
Automotive Service Advisor (Experience required) Capitol Nissan-INFINITI.Automotive Service Advisor (Experience required)San Jose, CaliforniaAssociate's degree or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience. If additional work is needed, clearly explain the exact repair instructions, making a special note of the main reason(s) the customer brought the vehicle in.
SVP, Actuarial Advisor Marsh & McLennan Companies IncSVP, Actuarial AdvisorSan Francisco, CAAs a senior leader, you will engage directly with clients to discuss risks, concerns, and potential solutions, leveraging your expertise and broad reinsurance market knowledge-even in the absence of a full actuarial data review. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Client Advisor - Energy & Power Marsh & McLennan Companies IncClient Advisor - Energy & PowerSan Francisco, CA$92,500–$197,100 / yearIn this Client Advisor role, you will develop an understanding of the clients' business strategic priorities, risk strategies and risk management needs to help provide knowledge and advice to complex clients. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Business Relations Advisor Nuvant Consulting GroupBusiness Relations AdvisorSan Jose, CAFull timeAbout the Role: We’re seeking driven professionals to build strong relationships with both individuals and businesses by offering tailored financial solutions that support their goals. You’ll work closely with clients to understand their unique needs, provide strategic guidance, and deliver value through personalized support.
Private Client Advisor Marsh & McLennan Companies IncPrivate Client AdvisorSan Francisco, CA$52,600–$98,000 / yearWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MRSH). As our Client Advisor on the Client Advisory team, you'll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs.
Business Development Advisor Honor Technology IncBusiness Development AdvisorSan Francisco, CA$110,000–$120,000 / yearThis field-based role leverages a playbook of sales strategies and operating rhythms to guide the Business Development Manager on progressing each referrer relationship through a clear progression from awareness, to building trust, to driving repeat referrals. Through ownership of the referrer relationships, you consult and guide referrers to understand Home Instead's value proposition and how it supports their mission, through to more detailed support on how to successfully refer clients to Home Instead.
Affluent Wealth Advisor First Citizens BancShares IncAffluent Wealth AdvisorMenlo Park, CA$106,000–$150,000 / yearBachelor''s Degree and 2 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management OR High School Diploma or GED and 6 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management. License or Certification Type: Valid Series 7, 63 and 65 or 66 licenses Required, Valid state insurance licenses RequiredSkill(s): Client Relationship Management, Structured Sales Process, Knowledge of Banking and Securities Products and Services, Financial Planning, Credit Underwriting, Business Development.
Admissions Advisor, MasterClass Executive Temporary Yanka Industries IncAdmissions Advisor, MasterClass Executive TemporaryCAHelp prospective enrollees evaluate the program''s value: speak confidently and accurately to outcomes, program fees, and payment options, and position MasterClass Executive honestly against the alternatives candidates are weighing (executive education, MBA programs, certificates, and cohort-based courses). Run point on employer-sponsorship communications: respond to sponsorship inquiries, provide candidates with materials to secure company support (manager emails, ROI summaries, program overviews), and flag multi-enrollee company interest to our partnerships team.
Sr. Sales Advisor - Innovation Banking First Citizens BancShares IncSr. Sales Advisor - Innovation BankingSan Francisco, CA$38.90–$52.34 / hourThis hire will help with pre-engagement prospect research, content creation, prospect prioritization, help support ongoing relationship building with prospects, help support the team with pre and post event support, and drive further efficiency to the team's go-to-market. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast.
Private Client Advisor Team Manager Marsh & McLennan Companies IncPrivate Client Advisor Team ManagerSan Francisco, CA$89,500–$166,900 / yearYou'll monitor key performance indicators (KPIs) to deliver solid financial results and develop business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MRSH).
NewOwner''s Advisor Parametrix IncOwner''s AdvisorEmeryville, CA$175,000–$200,000 / yearWe partner with public and private sector clients across water/wastewater, transit and transportation, environmental services, and construction management-helping deliver critical infrastructure that strengthens the communities where we live and work. Support Alternative Delivery: Provide expertise in Alternative Public Works contracting, supporting the successful delivery of CM/GC, CMAR, GC/CM, PDB, or DB heavy civil infrastructure projects.
Sales Advisor Ultimate Staffing ServicesSales AdvisorLivermore, California$67,000–$87,360Explain repair and upgrade options clearly so customers can decide what works best. Complete plumbing service calls such as leaks, clogs, and water heater issues.
Assistant Service Advisor AAMCO TRANSMISSIONS, INC.Assistant Service AdvisorWalnut Creek, CAAAMCO Transmissions & Total Car Care is a global leader in transmission and advanced automotive repair services, and we're growing rapidly. At AAMCO, we prioritize your development with ongoing training, cutting-edge diagnostic tools, and continued investment in the resources you need to succeed.
Vetco Clinic Advisor Petco Animal Supplies, Inc.Vetco Clinic AdvisorUnion City, CA$15–$21.60 / hourWe are 29,000+ strong and together we nurture the pet-human bond in more than 1,500 Petco stores across the U.S., Mexico and Puerto Rico, 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. The journey starts with knowledgeable, passionately engaged associates who are proud to recommend Petco as a place to work, who believe in our Vision and who are committed to delivering a superior customer experience.
Assistant Service Advisor AAMCO Transmissions and Total Car CareAssistant Service AdvisorWalnut Creek, CAFull timeAAMCO Transmissions & Total Car Care is a global leader in transmission and advanced automotive repair services, and we’re growing rapidly. At AAMCO, we prioritize your development with ongoing training, cutting-edge diagnostic tools, and continued investment in the resources you need to succeed.
People Advisor A.P. Moller - Maersk ASPeople AdvisorStockton, CA$23–$24 / hourMaersk Logistics & Services USA, Inc. handles end-to-end warehousing and distribution logistics needs utilizing our strategic network of storage facilities. Responsibilities: Record employee information in database such as personal data, compensation, benefit deductions, tax data, transfers, performance reviews or evaluations, and termination date and reason.