Top 1033 Licensing manager Jobs in Union City Ca

Sr. Client Service Manager
Wealth Enhancement Group —Walnut Creek, CA
- $57,750 - $150,000 a year
- Full-time
- Hybrid work
- 7 years
- Research
- Mid-level
- Profit sharing
- Paid parental leave
Substitute Teacher
SJB Child Development Centers —San Jose, CA
- $31.00 - $34.50 an hour
- Part-time
- Classroom
- 18 years or older
- CPR Certification
Quick Apply
Tax Manager
Weber and Company, Inc. —San Jose, CA
- $125,000 - $185,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Research
- Continuing education credits
- Paid holidays
Quick Apply
Teacher
SJB Child Development Centers —San Jose, CA
- $29 - $34 an hour
- Full-time
- Bilingual
- 18 years or older
- CPR Certification
Quick Apply
After School Program Leader-Portola Valley, CA
AlphaBEST Education —Palo Alto, CA
- From $19 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Experience working with children
- Health insurance
- Referral program
Quick Apply
6d
Region Facilities Maintenance Manager
Challenger School Foundation —San Jose, CA
- $90,000 - $110,000 a year
- Email
- Background check
- Clean driving record
- Microsoft Outlook
- Health insurance
- 401(k)
Quick Apply
Assistant Manager / Supervisor
DEWEY PEST CONTROL —San Jose, CA
- From $66,000 a year
- Full-time
- Word processing
- Computer literacy
- Writing skills
- Profit sharing
- Paid holidays
Quick Apply
Accelerated Path to Management
New York Life —San Francisco, CA
- $68,000 - $285,000 a year
- Full-time
- Background check
- Customer service
- Business development
- Paid training
- AD&D insurance
Quick Apply
Contractor Remote Licensed Mental Health Therapist (LMFT, LCSW, LPCC, PhD, PsyD) SCORP
Carative Psychiatry —California
- $63 - $130 an hour
- Extended hours
- Remote
- LMFT
- Psychiatry
- Licensed Clinical Social Worker
- Flexible schedule
Quick Apply
De Novo Bank Manager
BMO Financial —Walnut Creek, CA
- $90,000 - $180,000 a year
- Part-time
- 5 years
- Analysis skills
- Fair chance
- Health insurance
- Tuition reimbursement
Dealer Production Specialist
CEFCU —San Jose, CA
- $28.17 - $28.75 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Health savings account
- Health insurance
Quick Apply
Farmers Insurance Sales Agent
Sam Kwainoe Insurance Agency Inc. —San Jose, CA
- $400,000 - $550,000 a year
- Full-time
- Mid-level
- Mentoring
- Recruiting
- Health insurance
- Dental insurance
Quick Apply
12d
Technical Program Manager (Compute Space)
Experis —Menlo Park, CA
- $70 an hour
- Contract
- DevOps
- 3 years
- Senior level
Quick Apply
7d
Manager, Case Management
San Ramon Regional Medical Center —San Ramon, CA
- $62.20 - $99.52 an hour
- Full-time
- Master of Social Work
- Nursing
- RN License
- 401(k)
- Flexible spending account
Quick Apply
POST-Certified Trainer Field Supervisor - Armed
Diligence Security Group —Oakland, CA
- $35 - $40 an hour
- Weekends as needed
- Background check
- Classroom
- CPR Certification
- Health insurance
- Dental insurance
Quick Apply
Clinical ECM Lead Case Manager - LVN - Santa Clara County
Acacia Health —Santa Clara, CA
- $31 - $34 an hour
- Full-time
- Hybrid work
- Clean driving record
- LVN
- Mid-level
Quick Apply
Field Operations Technician - Experience Required (South Bay Peninsula)
Black Diamond Paver Stones and Landscape, Inc. —San Mateo County, CA
- $26 - $27 an hour
- Full-time
- Spanish
- Clean driving record
- Construction site
- Health insurance
- Dental insurance
Quick Apply
#N Strategic Data Analyst
Systemart, LLC —Sunnyvale, CA
- $50 - $52 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
Quick Apply
3d
Relationship Manager I
City National Bank —Pleasanton, CA
- $65,296 - $104,304 a year
- Mid-level
- 3 years
- Business development
- Health insurance
- Dental insurance
Quick Apply
$1500 BONUS! Part Time Program Manager - Palo Alto School District, CA
Right at School —Palo Alto, CA
- $26 - $30 an hour
- Part-time
- Background check
- Management
- Current TB test
- Disability insurance
- Health insurance
Quick Apply

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licensing manager jobs near union city ca

Sr. Client Service Manager

Wealth Enhancement Group -
Walnut Creek, CA

Apply Now

Job Details

Full-time
$57,750 - $150,000 a year

Benefits

Profit sharing
Paid parental leave
Health savings account
Caregiver leave
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Pet insurance

Qualifications

Vendor relationship building
Research
Series 7
FINRA License

Full Job Description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our Walnut Creek, CA office is looking for an Sr. Client Service Manager to join the Team. In this role you will serve as a liaison between the client and the Financial Advisor Teams. You will work with all aspects of the client experience, including financial paperwork and financial account review preparation.

In the spirit of pay transparency, we would like to share the base salary range for the Sr. Client Service Associate Manager position the base salary range is $130,000.00 to $150,000.00. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

New Client Onboarding

Ensures accurate completion of prospect / new client paperwork/set up
Follow up on funds transfer from surrendering company
Maintains (CRM) database and client files (Filing, copies, data input)
Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
Record incoming assets to the appropriate blotting tool

Client Relationship Management

Dialogues with client to understand their personal history and current financial needs.
Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing
May work with client’s tax or legal counsel on client concerns

Client Review Prep and Follow Up

Gather client data and may prepare the materials for client meetings and reviews
Conducts Tax Research (1099s)
Completes any review follow up needs for client

Industry / Product / Company Knowledge

Demonstrates knowledge and can accurately execute against WEG’s Suitability Guidelines, operational processes and sales model
Understands financial terminology and products
Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices
Attends Client Services and company educational events
May attend vendor presentations

Team and Corporate Support

Assists Advisor Team Operations to streamline processes
Completes operational projects to support enhancements and changes
Communicates process and sales updates to team
Mentors and trains CSAs
Manages vendors to Service Level Agreements

Education/Skill Requirements

Bachelor’s degree in business, Finance, Economics, or related field preferred but not required or equivalent as demonstrated through experience, training, military experience or other education considered.
7+ years of industry experience.
FINRA Series 7 and 66 (or 63 and 65) licenses required.

Skills & Competencies

Ability and interest in learning financial concepts and products.
Strong organizational skills: able to work with deadlines and prioritize under pressure.
Team-oriented with willingness to learn sales models, products, procedures, and processes.
Excellent attention to detail and accuracy.
Strong problem-solving skills.
Superior verbal and written communication skills.
Proficiency in Microsoft Office Suite or similar software.
Familiarity with Salesforce and Support Org functionality.
Experience with Workday preferred.

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as a Sr. Client Service Manager level is $57,750.00 to $126,000.00, again the base salary rand bolded above is what we expect to pay as a starting range for this position.

#LI-NR1

#LI-Hybrid

IND123

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Apply Now

Refine Your Search

licensing manager jobs in union city ca

Sr. Client Service Manager

Substitute Teacher

Tax Manager

Teacher

After School Program Leader-Portola Valley, CA

Region Facilities Maintenance Manager

Assistant Manager / Supervisor

Accelerated Path to Management

Contractor Remote Licensed Mental Health Therapist (LMFT, LCSW, LPCC, PhD, PsyD) SCORP

De Novo Bank Manager

Dealer Production Specialist

Farmers Insurance Sales Agent

Technical Program Manager (Compute Space)

Manager, Case Management

POST-Certified Trainer Field Supervisor - Armed

Clinical ECM Lead Case Manager - LVN - Santa Clara County

Field Operations Technician - Experience Required (South Bay Peninsula)

#N Strategic Data Analyst

Relationship Manager I

$1500 BONUS! Part Time Program Manager - Palo Alto School District, CA

I want to receive the latest job alert for licensing manager in union city ca

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