Top 31 Financial advisor Jobs in Napa Ca

Client Services Officer - WMT (Wealth Management)
BANK OF MARIN —Novato, CA
- $30.61 - $41.31 an hour
- Full-time
- Sales
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Quick Apply
Financial Solutions Advisor - Vacaville Financial Center
Bank of America —Vacaville, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
3d
Financial Advisor - Vacaville
Navy Federal Credit Union —Vacaville, CA
- $70,304 - $75,000 a year
- Online Application
- Word processing
- Mid-level
- Office
- Referral program
Financial Advisor
First Command Financial Services, Inc. —Fairfield, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Solutions Advisor Registration Candidate - Fairfield/Concord Area
Bank of America —Vacaville, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Financial Solutions Advisor - Novato Financial Center
Bank of America —Novato, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Licensed Fiduciary
Council on Aging —Santa Rosa, CA
- $36 - $38 an hour
- Temporary
- Working with individuals with disabilities
- Writing skills
- Pass drug screening
Quick Apply
Relationship Banker - Hilltop Mall Rd Branch - Richmond, CA
JPMorganChase —Richmond, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
3d
Relationship Banker - Marin Napa Market- San Rafael, CA
JPMorganChase —San Rafael, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Insurance and Financial Services Account Manager - State Farm Team Member
Lino Amaral - State Farm Agent —Pinole, CA
- $20 - $30 an hour
- Full-time
- Mid-level
- Office
- 2 years
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Insurance and Financial Services Position - State Farm Team Member
Lino Amaral - State Farm Agent —Pinole, CA
- $22 - $27 an hour
- Full-time
- Mid-level
- 3 years
- Communication skills
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Registered Representative - State Farm Agent Team Member
Mitchell Smith - State Farm Agent —United States
- $100,000 - $200,000 a year
- Full-time
- Remote
- Management
- Analysis skills
- Senior level
- Profit sharing
- Disability insurance
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Financial Strategist
Strategic Ascent LLC —United States
- $35,000 - $250,000 a year
- Part-time
- Remote
- Hospitality
- 18 years or older
- Sales
- Professional development assistance
- Opportunities for advancement
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
Quick Apply
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
6d
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays

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Financial Solutions Advisor - Vacaville Financial Center
Bank of America —Vacaville, CA
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…
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3d
Waste Zero Specialist
Recology —Vacaville, CA
Under close supervision, responsible for design, coordination, implementation and administration waste diversion programs through a comprehensive approach…
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Investment Consultant - Columbus, OH
Charles Schwab —Columbus, OH
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program).
$51,300 - $89,800 a year
2026 Global Private Bank Advisor Program (Fulltime Analyst) - US Private Bank
JPMorganChase —Columbus, OH
Highly driven person who enjoys working in teams to develop complex solutions. Those in eligible roles may receive commission-based pay and/or discretionary…
$100,000 - $110,000 a year

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financial advisor jobs near napa ca

Client Services Officer - WMT (Wealth Management)

BANK OF MARIN -
Novato, CA

Quick Apply

Job Details

Full-time
$30.61 - $41.31 an hour

Benefits

Health insurance
Tuition reimbursement
Employee stock ownership plan
Opportunities for advancement
Retirement plan

Qualifications

Estate administration
Office equipment routine maintenance
Committee work
Cash amount verification
Financial services customer support
Account maintenance
Sales
Investment operations
Spreadsheets
Filing
Client file management
Data reporting
Mid-level
Tax reporting management
Trust administration
Managing clients in a customer support role
Client invoicing
Real estate sales
Bachelor's degree
Anti-Money Laundering (AML) compliance (compliance procedures implemented)
Investment account customer support
Probate process support
Trade school
Productivity software
Account management
Balancing end-of-day transactions
Experience at securities companies
Account opening
Trust accounting
Bill payment support

Full Job Description

Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal twelve years in a row, is seeking a Client Services Officer to join our Wealth Management and Trust Services team at our corporate headquarters in Novato.

In a team-oriented environment, the Client Services Officer will be responsible for assisting trust officers and relationship officers. Responsibilities will include in handling client service request activities and operational tasks on behalf of agency account clients, trustees and beneficiaries, including, but not limited to the administration of securities transactions and real property for trusts, probate and final distribution as directed by the governing document and current pertinent law. Additional duties include providing assistance to co-CSO(s) and performing the duties as back-up when absent. CSO will be responsible for multiple departmental operational and marketing tasks.

Essential Duties:

Daily balancing of all securities and cash transactions via custody bank reconciliation, Bank of Marin DDA/Trust funds Account Reconciliation.
Real Estate: Assist with management, or sale of trust owned real estate.
Assist with monthly Trust Investment Committee reviews, both Administrative and Investment.
Reconciliation of fees – monthly, quarterly and fees paid to Advisors.
Preparation of quarterly/annual Call Report.
Collect, assemble and mail quarterly commentaries/notices to clients.
Open/close accounts, Transfer of Assets (TOA -incoming), YTD tracking, maintain BSA/CIP data spreadsheets.
TOA outgoing closed account process for all closed accounts.
Resolve overdrafts, errors, loss reporting in conjunction with Director or Trust Officers.
“Tax season” – coordinates activities and tax reporting with Trust Officer.
Maintenance of Proxy service activities.
Client bill payment processing, filing & client file folder maintenance.
Printer maintenance and supplies.
Monitor and distribute WMT group emails from BMO.
Assist team members with Excel, PowerPoint and Word document creation to support activities.
Will participate and attend (under direction of supervisor) educational sessions that enhance knowledge in Trust and Investments.
Other duties may be assigned.

Professional / Educational Experience: 3 – 5 years in a service and operations position in a trust department/firm or in the securities industry customer service or operations function. Bachelor’s degree from four-year college or university, or technical school; or equivalent combination of education and experience and/or training.

The hiring pay range for this position is $30.61 to $41.31. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level.

The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process.

Bank of Marin is an equal opportunity employer. EOE Vet/Disability

Quick Apply

Refine Your Search

financial advisor jobs in napa ca

Client Services Officer - WMT (Wealth Management)

Financial Solutions Advisor - Vacaville Financial Center

Financial Advisor - Vacaville

Financial Advisor

Financial Solutions Advisor Registration Candidate - Fairfield/Concord Area

Financial Solutions Advisor - Novato Financial Center

Licensed Fiduciary

Relationship Banker - Hilltop Mall Rd Branch - Richmond, CA

Relationship Banker - Marin Napa Market- San Rafael, CA

Insurance and Financial Services Account Manager - State Farm Team Member

Insurance and Financial Services Position - State Farm Team Member

Registered Representative - State Farm Agent Team Member

Financial Strategist

Wealth Solutions Advisor

Remote Financial Advisor

Financial Coach

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote

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