Wealth Management Jobs in Santa Maria CA
6 days ago
1.
UHNW Wealth Manager - Succession & Estate Planning Lead
Finance & Banking (Wealth Management), Management (Wealth Management)
Leah Yosef International seeks a Senior Wealth Manager to serve as fiduciary lead and primary relationship manager for complex ultra high...
UHNW Wealth Manager - Succession & Estate Planning Lead JobListing for: Leah Yosef International |
6 days ago
2.
Senior Wealth Manager - Succession Planning
Finance & Banking (Wealth Management, Portfolio & Asset Management)
Multi - Billion AUM Independent Multi - Family Office seeks a Senior Wealth Manager to solve for next generation succession planning...
Senior Wealth Manager - Succession Planning JobListing for: Leah Yosef International |
1 week ago
3.
Client Services Associate
Finance & Banking (Financial Advisor / Consultant, Financial Sales, Wealth Management)
Join Our Team at Advisor Associate — Client Service Associate Position - Location: - Santa Maria, CA | Full - Time | $40,000 - Advisor...
Client Services Associate JobListing for: Advisor Associate |
1 week ago
Sr. Relationship Advisor
Job in
Wilmington, Delaware, USA
Finance & Banking (Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management)
About Northern Trust - As a global leader in innovative wealth management, asset servicing, asset management and banking services,...
Sr. Relationship Advisor JobListing for: 027 Northern Trust Bk of Delaware |
5 days ago
Managing Director - Private Banker
Job in
New York, New York, USA
Finance & Banking (Wealth Management, Financial Advisor / Consultant, Financial Sales, Banking & Finance)
Location: New York - We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to...
Managing Director - Private Banker JobListing for: Testing Site - JPMC |
2 weeks ago
AI Finance Model Auditor; Remote
(Remote / Online) - Candidates ideally in
Anaheim, California, USA
Finance & Banking (AI Evaluation, Financial Analyst)
Position: AI Finance Model Auditor (Remote) - Data Annotation is seeking a Finance Expert to evaluate AI - built financial analyses on...
AI Finance Model Auditor; Remote JobListing for: DataAnnotation |
4 weeks ago
Cycle Staff Accountant NOT Remote
Job in
San Bernardino, California, USA
Finance & Banking (Financial Manager, Accounting & Finance), Management (Financial Manager)
Position: Full Cycle Staff Accountant NOT Remote - Benefits - 401(k)Competitive salaryDental insuranceEmployee discountsHealth...
Cycle Staff Accountant NOT Remote JobListing for: Furniture Distribution Company in Riverside, CA |
2 weeks ago
Remote Financial Systems Lead; Lawson/IBM
(Remote / Online) - Candidates ideally in
San Bernardino, California, USA
Finance & Banking
Position: Remote Financial Systems Lead (Lawson/IBM i) - World Market is seeking a Financial Systems Technical Lead to support, enhance,...
Remote Financial Systems Lead; Lawson/IBM JobListing for: World Market |
4 weeks ago
Cycle Staff Accountant NOT Remote
Job in
Fremont, California, USA
Finance & Banking (Financial Manager, Accounting & Finance), Management (Financial Manager)
Position: Full Cycle Staff Accountant NOT Remote - Benefits - 401(k)Competitive salaryDental insuranceEmployee discountsHealth...
Cycle Staff Accountant NOT Remote JobListing for: Furniture Distribution Company in Riverside, CA |
4 weeks ago
Cycle Staff Accountant NOT Remote
Job in
Bakersfield, California, USA
Finance & Banking (Financial Manager, Accounting & Finance), Management (Financial Manager)
Position: Full Cycle Staff Accountant NOT Remote - Benefits - 401(k)Competitive salaryDental insuranceEmployee discountsHealth...
Cycle Staff Accountant NOT Remote JobListing for: Furniture Distribution Company in Riverside, CA |
2 weeks ago
Strategic IT Pricing Leader | AI-Driven Profitability
Job in
Phoenix, Arizona, USA
IT/Tech (AI Business & Operations), Finance & Banking (AI Business & Operations)
Unisys seeks an experienced Pricing Expert to lead pricing strategy for complex, global IT services deals. You will partner with Sales,...
Strategic IT Pricing Leader | AI-Driven Profitability JobListing for: Unisys |
2 weeks ago
Remote Pricing & Sales Analytics Analyst
(Remote / Online) - Candidates ideally in
Los Angeles, California, USA
Business (Financial Analyst, Data Analyst), Finance & Banking (Financial Analyst)
ERMCO is seeking a Pricing Operations Analyst to transform pricing, quotation, and sales data into actionable insights. You will own...
Remote Pricing & Sales Analytics Analyst JobListing for: Pioneer Transformers |
2 weeks ago
Remote Loan Submission Specialist
(Remote / Online) - Candidates ideally in
Phoenix, Arizona, USA
Finance & Banking
Remote Jobs is hiring for a remote Submission Coordinator role focused on loan processing and underwriting support. You will review...
Remote Loan Submission Specialist JobListing for: Remote Jobs |
2 weeks ago
Remote Rebate Operations Analyst
(Remote / Online) - Candidates ideally in
San Jose, California, USA
Finance & Banking (Financial Analyst, Accounting & Finance, Financial Compliance, Risk Manager/Analyst), Business (Financial Analyst, Financial Compliance, Risk Manager/Analyst)
Navitus Health Solutions is seeking an Analyst, Rebate Operations to join our team. This role handles rebate programs, including...
Remote Rebate Operations Analyst JobListing for: Navitus Health Solutions / Lumicera Health Services |
2 weeks ago
Vice President, Corporate Controller
Job in
Los Angeles, California, USA
Accounting (Accounting & Finance, Financial Compliance, Financial Controller, Financial Reporting), Finance & Banking (Accounting & Finance, Financial Compliance, Financial Controller, Financial Reporting)
This position sits within a high growth, PE backed organization. The company operates 100% remote and would prefer candidates who are in...
Vice President, Corporate Controller JobListing for: hireneXus |