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: $48,000 - $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.

JP Morgan Chase - Napa, CA 3.9

Financial services sales, or. Exudes confidence with clients when sharing product knowledge and solutions. Ability to learn products, services and procedures...

Estimated: $36,000 - $47,000 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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JP Morgan Chase - Santa Rosa, 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: $46,000 - $64,000 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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JP Morgan Chase - Santa Rosa, CA 3.9

Financial services sales, or. Exudes confidence with clients when sharing product knowledge and solutions. Ability to learn products, services and procedures...

Estimated: $36,000 - $49,000 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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Silicon Valley Bank - Saint Helena, CA 3.9

Product and services training. 1-2 years of related professional experience (banking/financial services industry or customer service) OR2-4 years of overall...

Estimated: $29,000 - $41,000 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.

Edward Jones - Napa, CA 3.9

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

JP Morgan Chase - Napa, CA 3.9

Financial services sales, or. Exudes confidence with clients when sharing product knowledge and solutions. Ability to learn products, services and procedures...

Estimated: $33,000 - $49,000 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.

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: $100,000 - $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.

Oculus Financial Group - Petaluma, CA 

Scheduling for Principle owner and senior advisors as well as clients, when applicable. Assist advisors with organizing events....

$12 - $15 an hour

Umpqua Bank - Napa, CA 3.7

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

Estimated: $89,000 - $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.

Bank of America - Napa, CA +4 locations3.9

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

Bank of America - Napa, CA +1 location3.9

Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs....

Delicato Family Vineyards - Napa, CA 3.9

Excellent customer service skills; This position collaborates with the Talent Management team to identify client needs and leads and/or assists with the team’s...

Estimated: $57,000 - $78,000 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.

Waddell & Reed Financial Advisors - Napa, CA 

We are looking to add another advisor to the practice in order to expand the business while increasing scope and maintaining exceptional client service model....

Estimated: $49,000 - $67,000 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.

Heartland ECSI - Napa, CA 3

Upselling current clients on our gift marketing, payroll and other products and services. What makes a great Senior Product Advisor?...

Estimated: $86,000 - $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.

Culinary Institute of America - Napa, CA 3.6

Creates digital infrastructure tools to track client satisfaction, budget performance, client inquiries, and resource usage....

L'Oreal LUXE - Santa Rosa, CA 3.9

Attract new Lancôme customers and retain existing clients through unparalleled customer service and follow-up....

Estimated: $29,000 - $44,000 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.

Heartland - Napa, CA 3.4

Upselling current clients on our gift marketing, payroll and other products and services. What makes a great Senior Product Advisor?...

Estimated: $91,000 - $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.

Quest Diagnostics - Napa, CA 3.8

Customer service in a retail or service environment preferred. Minimum 2 years in a Patient Service Center environment preferred....

Estimated: $35,000 - $47,000 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 3.9

Providing exceptional client care with industry-leading products, services, education and a dedicated team of loan coordinators and underwriters....

H&R Block - Napa, CA 4.2

Coach and lead the team to deliver outstanding client service and exceed targeted goals. Block Advisors is an equal opportunity employer....

Estimated: $47,000 - $67,000 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.

Caltronics Business systems - Santa Rosa, CA 

Take on the role of a true solution provider and trusted advisor to clients. We combine outstanding customer service with state-of-the-art-technology including...

Estimated: $50,000 - $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.

Bank of America - Santa Rosa, CA 3.9

Significant experience building relationships with clients. Demonstrated results in delivering credit products to an affluent / UHNW client base....

Bank of America - Napa, CA 3.9

Managing a portfolio of clients by providing exceptional client care with industry leading products, services and education....

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Oculus Financial Group - Petaluma, CA 

Company-provided office space and administrative support to help manage client services and marketing activities....

$12,000 - $60,000 a yearSponsored

Oculus Financial Group - Petaluma, CA 

Scheduling for Principle owner and senior advisors as well as clients, when applicable. Assist advisors with organizing events....

$12 - $15 an hourSponsored