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Apply for Finance Jobs in Clearlake, CA

1 day ago 1. Sr Service Banker

Banking, Finance

At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like...

Sr Service Banker Job

Posted by Bank of the West
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2 weeks ago 2. First Year Tax Professional

Finance, Accounting

What you'll do... - Joining H&R Block as a First Year Tax Professional means you'll have the support of an expert team,...

First Year Tax Professional Job

Posted by H&R Block, Inc.
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2 weeks ago 3. Tax Professional & Preparer/Credentialed Tax Expert – Seasonal Remote

Accounting, Finance

Position: Tax Professional & Preparer or Credentialed Tax Expert – Seasonal Remote - Join our mission - - Intuit is a mission -...

Tax Professional & Preparer/Credentialed Tax Expert – Seasonal Remote Job

Posted by Intuit
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Recent Jobs Posted for this or nearby states:
3 days ago Risk Advisor, Risk/Internal Audit - Process & Controls/Financial Services Office/Manager Job in San Francisco - California

Finance

Position: Risk Advisor, Risk (Internal Audit - Process & Controls) (Financial Services Office) (Manager) (Multiple Positions) - Risk...

Risk Advisor, Risk/Internal Audit - Process & Controls/Financial Services Office/Manager Job

Posted by EY
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3 days ago Jr. Staff Accountant Job in Irvine - California

Accounting, Finance

Job Description - Real Estate Management Firm is adding a Junior Accountant to their accounting team! Great company culture! - - Duties: -...

Jr. Staff Accountant Job

Posted by Ledgent Finance & Accounting
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2 weeks ago Financial Advisor & Insurance Agent (Online/Remote) - Candidates ideally in Altadena - California

Finance, Insurance

About Synergy CPA Tax and Financial Services LLC - Synergy CPA Tax & Financial Services LLC is a Michigan company with 6 offices across...
Skills Needed: • Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
• Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
• Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
• Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
• Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
• Provides financial management information by preparing financial status analyses and reports.
• Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
• Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
• Helps clients pursue and meet their financial goals by recommending suitable investment products and services
• Receive ongoing professional development to deepen your skills and optimize your practice as the industry evolves

Financial Advisor & Insurance Agent Job

Posted by Synergy CPA Tax & Financial LLC
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3 days ago Supply Chain Analyst Job in San Jose - California

Finance, Accounting

Position: Supply Chain Analyst I - Job Description Summary - Job Description - In this highly visible role in our Tempe, AZ offices, the...

Supply Chain Analyst Job

Posted by BD (Becton, Dickinson and Company)
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3 days ago Mortgage Loan Processor Job in Mesa - Arizona

Finance, Banking

Position: Mortgage Loan Processor - Title: MortgageLoan Processor - Durations:Full time (Permanent) - Location:Mesa AZ - Job Summary: - The...

Mortgage Loan Processor Job

Posted by Diverse Lynx
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3 days ago Regional Mortgage Loan Officer/NE Job in California

Banking, Finance

Position: Regional Mortgage Loan Officer (NE) - Location: Northern California - GENERAL SUMMARY - - As a “subject matter expert”, will...

Regional Mortgage Loan Officer/NE Job

Posted by Cathay Bank
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3 days ago Charge Audit Analyst Job in Oregon

Finance

Location: Remote - At Zotec Partners, our People make it happen . Transforming the healthcare industry isn’t easy. But when you build a...

Charge Audit Analyst Job

Posted by Zotec Partners
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over one month ago Relationship Banker Financial Center -Spanish Language Job in El Centro - California

Finance, Banking

Position: Relationship Banker - El Centro Financial Center - El Centro, CA - Spanish Language Preferred - Job Description: - At Bank of...

Relationship Banker Financial Center -Spanish Language Job

Company: Bank of America Corporation
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4 weeks ago Senior Director, Technical Accounting & SEC Reporting Job in Emeryville - California

Accounting, Finance

The Senior Director, Technical Accounting and SEC Reporting is responsible for executing and maintaining accounting policies and procedures...

Senior Director, Technical Accounting & SEC Reporting Job

Posted by Amyris
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over one month ago Director, Technology Risk Consulting Job in San Jose - California

Finance, IT/Tech

RSM has an exceptional career opportunity available for an experienced Director to join our Risk Consulting practice on the West Coast as a...

Director, Technology Risk Consulting Job

Posted by RSM
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over one month ago Director, Valuation Services Consulting Job in San Francisco - California

Finance

We are looking to hire a Director of Business Valuation with a focus on private equity to be part of our Financial Consulting Team. Our...

Director, Valuation Services Consulting Job

Posted by RSM
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4 weeks ago VP, Branch Manager Job in Millbrae - California

Banking, Finance

Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing...

VP, Branch Manager Job

Posted by Cathay General Bancorp
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