Financial Services Representative $50,000 jobs in Berkeley, CA

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Member Support Representative - Email
- San Francisco, CA
Experience with reviewing financial documents. At LendingClub, our mission is to empower those who strive to achieve financial success....
Desired Experience: Customer Service
Financial Advisor
Minimum 5 years’ experience in the financial services field. Markets, services, and promote financial services and products, including prospecting new clients...
Desired Experience: Microsoft Powerpoint, FINRA License
Financial Sales Representative
The Burlingame Company
- Burlingame, CA 94010
$1,000 - $4,500 a month
We have powerful educational tools to help our customers navigate the confusing waters of the financial industry, understand personal financial planning, and...
Easily apply
Financial Advisor: Bilingual in Spanish & English
- San Francisco Bay Area, CA
Our clients desire the following from their financial representative:. Our financial representatives are compensated through commissions, bonuses, repeat...
Desired Experience: Bilingual
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Financial Services Specialist II

- Oakland, CA
$63,565 - $85,114 a year
Financial Services Specialist II Job Specification. Equivalent to one year of full-time professional-level experience in areas of budget development and...
Desired Experience: Microsoft Word, Driver's License

Financial Literacy Specialist

- San Francisco, CA 94102 (Downtown area)
$28.85 an hour
Responsible for the coordination of services to educate, train and guide participants regarding financial decisions and budgeting tools;...
Desired Experience: Conflict Management, Case Management, Coaching Experience, Microsoft Office
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Customer Services Supervisor

- Oakland, CA
$8,854 - $10,250 a month
The Field Services Customer Services Supervisor will be responsible for:. There are current regular openings in the Contact Center and the Field Services unit...
Desired Experience: Project Management, Microsoft Office, Conflict Management, Driver's License

Para Planner/Registered Client Services Representative

Spectrum Wealth Partners
- Alamo, CA 94507
$90,000 a year
Para Planner/Registered Client Services Representative. This financial planner is a registered representative of Lincoln Financial Advisors Corp....
Desired Experience: Life Insurance License, Call Center, Microsoft Office, FINRA License
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Financial Literacy Specialist

- San Francisco, CA
$28.85 an hour
Responsible for the coordination of services to educate, train and guide participants regarding financial decisions and budgeting tools;...
Desired Experience: Microsoft Office, Conflict Management, Case Management, Coaching Experience

Pre-Enrollment Counselor - Student Services Professional II...

- East Bay, CA
$4,057 - $5,769 a month
The Office of Student Outreach provides comprehensive services to prospective students, current students, staff, faculty, and members of the community-at-large...
Desired Experience: Bilingual, Microsoft Office, Driver's License, Recruiting

Executive Director: Budget - Financial Services Department (...

- Oakland, CA
$112,884 - $144,080 a year
Direct, supervise, evaluate and train Financial Services Directors and financial services office staff. Effectively use Financial Services analytical tools....
Desired Experience: CPA, Management Experience, Driver's License
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Student Services Advisor 3

- Berkeley, CA
Advises students ongoing in support of their successful completion of the program by providing alternative academic options or referrals to other resources,...

Administrative Services Associate

- Oakland, CA
Supervisor, Administrative Services. The direction of the Admin Services Supervisor. Regarding services, commuter benefit program, and other areas as assigned....
Desired Experience: Administrative Experience, Microsoft Powerpoint
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Administrative Analyst

- Oakland, CA
$87,963 - $134,826 a year
For your Financial Future. 1st United Services Credit Union. Acceptable fiscal and financial analytical practices and principles....
Financial Consultant Program - Financial Representative - Du...
We feel customer service, sales, phone or financial services experience will prepare you for this role. It is our mission for the Financial Representative is to...
Desired Experience: FINRA License
Client Services Coordinator, InDesign
- San Francisco, CA
Conducts basic financial analysis. Requires knowledge of financial terms and principles. The requirements listed below are representative of the knowledge,...
Desired Experience: Administrative Experience, Microsoft Powerpoint, Adobe InDesign, Microsoft Office
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