Jobs in California

Found 5 Employer jobs

• Client Service Associate

  

  • Oakland, California
  • up to $60,000 per year + benefits
  • In Touch Financial Services

  This position requires a CFP® certification and focuses on communicating with clients and responding to their needs.

  View details Client Service Associate

  • 6 days ago
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• Client Onboarding Coordinator

  

  • Woodland Hills, California
  • • Competitive Salary ($25.00/hr - $29.00/hr)
  • TAMAR SECURITIES LLC

  Tamar Securities is hiring a Client Onboarding Coordinator for our team in Woodland Hills, CA.

  View details Client Onboarding Coordinator

  • 8 days ago
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• Registered Financial Assistant

  

  • Woodland Hills, California
  • Competitive Salary ($55,000 - $75,000)
  • TAMAR SECURITIES LLC

  Tamar Securities is hiring a Registered Financial Assistant for our team in Woodland Hills, CA.

  View details Registered Financial Assistant

  • 8 days ago
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• CFP - Wealth Planner

  

  • Newport Beach, California
  • Competitive
  • Tarbox Family Office

  We are seeking a detail-oriented and experienced Wealth Planner to own and drive the financial planning process for our clients.

  View details CFP - Wealth Planner

  • 15 days ago
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• Associate Intern

  

  • Menlo Park, California and/or Kirkland, Washington
  • This is a full-time and paid internship
  • Bordeaux Wealth Advisors, LLC

  Experience what it is like to serve the financial needs of high net worth individuals and families through comprehensive wealth management.

  View details Associate Intern

  • 4 days left
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