Morgan Stanley - Napa, CA 3.9

The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in...

Estimated: $50,000 - $62,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

JDH Wealth Management - Santa Rosa, CA 

This Portfolio Advisor will partner with Wealth Advisors to manage client relationships and portfolios and participate in the advance planning process to...

$65,000 - $85,000 a yearSponsored

Patelco Credit Union - Santa Rosa, CA 3.5

Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment...

Estimated: $70,000 - $90,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

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Club Demonstration Services - Rohnert Park, CA 3.7

Excellent Customer Service Skills. CDS Part Time Product Demonstrator - Sales Advisor. Assist other Sales Advisors as required in a team-oriented environment....

Estimated: $31,000 - $42,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

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JDH Wealth Management - Santa Rosa, CA 

This Portfolio Advisor will partner with Wealth Advisors to manage client relationships and portfolios and participate in the advance planning process to...

$65,000 - $85,000 a year

AIG - Sonoma, CA 3.8

Eagerness to learn the financial services industry and be mentored by a Senior Financial Advisor. VALIC is a leader in the retirement planning marketplace and...

Estimated: $97,000 - $140,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Silicon Valley Bank - Napa, CA 4

Offering diversified financial services through Silicon Valley Bank, SVB Analytics, SVB Capital, and SVB Private Bank, SVB Financial Group provides clients with...

Estimated: $78,000 - $100,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Bigham's One Hour Heating & Air Conditioning - Santa Rosa, CA 

Bigham's One Hour Heating & Air Conditioning has been in the HVAC and home services business for 21 years and is dedicated to providing exceptional customer...

$80,000 - $200,000 a year

Patelco Credit Union - Santa Rosa, CA 3.5

Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment...

Estimated: $70,000 - $90,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Bank of the West - Santa Rosa, CA 3.6

Provides outstanding customer service by following up on any client service request. Bank products and service knowledge desired....

Estimated: $56,000 - $79,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Bank of America - Saint Helena, CA +2 locations3.8

Deliver client reviews/presentations with confidence, including reviews of investment goals, and recommend wealth management strategies to help clients achieve...

Bank of America - Saint Helena, CA 3.8

Deliver client reviews/presentations with confidence, including reviews of investment goals, and recommend wealth management strategies to help clients achieve...

JP Morgan Chase - Napa, CA 3.9

Apply these talents as a Private Client Banker and help drive the client banking experience at Chase through our Private Client Services offerings....

Estimated: $45,000 - $62,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

CUSO Financial Services, L.P. - Santa Rosa, CA 3.7

The successful candidate key responsibilities will also include working with registered representatives, conducting regularly scheduled reviews with assigned...

Estimated: $55,000 - $71,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Exchange Bank - Santa Rosa, CA 3.9

Superior client service focus. Knowledge of finance and financial services industry products & services. Are you well known for your client service focus and...

Estimated: $53,000 - $73,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Umpqua Bank - Santa Rosa, CA +1 location3.6

Develop strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners...

Estimated: $80,000 - $120,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

BNP Paribas - Santa Rosa, CA 3.9

Provides outstanding customer service by following up on any client service request. Bank products and service knowledge desired....

Estimated: $53,000 - $72,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Umpqua Bank - Napa, CA 3.6

Develop strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners...

Estimated: $90,000 - $120,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

In-Shape Health Clubs - Napa, CA 3.4

Experience as a Fitness Advisor in the fitness industry, possessing excellent sales and customer service skills....

Estimated: $28,000 - $39,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Bank of America - Napa, CA +1 location3.8

Starting at a financial center, you’ll interact with banking clients, small business owners and higher net worth clients alike....

Best Buy - Santa Rosa, CA 3.9

2 years of Client Relationship Management experience OR Military service equivalent. Outside sales will provide consultation services to develop sales solutions...

Estimated: $69,000 - $86,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

MEYERS FINANCIAL SERVICES, INC. - Sonoma, CA 

Handle advisor needs proactively. File client statements, correspondence, and agreements so that all clients filing is completed within five business days....

$25 - $35 an hour

HEALTH AND COMMERCE - Santa Rosa, CA 

Excellent client handling skills. This Vice President role would serve as a trusted advisor to a portfolio of clients and a senior member of our staff, shaping...

Estimated: $110,000 - $150,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

TD Ameritrade - Santa Rosa, CA 3.9

Provide a superior client experience to achieve client advocacy. Financial Advisor, Wealth Management Advisor, Wealth Management, Financial Planner, Financial...

Estimated: $82,000 - $110,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

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Bank of America - Saint Helena, CA 3.8

Deliver client reviews/presentations with confidence, including reviews of investment goals, and recommend wealth management strategies to help clients achieve...

Sponsored

Edward Jones - Santa Rosa, CA 3.9

Delivers exceptional client service. This multi-faceted role is part client service, part client development, and part office management and administration:....

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