SB Financial Services Manager jobs in Santa Ana, CA

SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

K
Financial Advisor/Agent
  • KOHR Financial & Insurance Services
  • Seal Beach, CA FULL_TIME
  • We are seeking Financial Advisor to join our team!  We will deliver personalized investment and insurance solutions to help clients work towards their long-term financial objectives.



    Responsibilities:


    • Network and build relationships with new and existing client base

    • Advise clients on investment, insurance strategies and other financial decisions

    • Assess clients' assets, liabilities and overall financial conditions

    • Prepare presentations that recommend various financial products

    • Review and communicate portfolio performances to clients


    Qualifications:


    • Previous experience in Insurance, Investments, banking, financing or other related fields

    • Familiarity with investment products and services

    • Ability to build rapport with clients

    • Strong analytical and critical thinking skills

    • Excellent written and verbal communication skills


       



  • 22 Days Ago

F
Digital Print Services Operator
  • Financial Statement Services, Inc.
  • Santa Ana, CA FULL_TIME
  • Opening its doors over 40 years ago, FSSI is one of the largest woman-owned providers of document services in the western United States, specializing in highly-customizable print and mail, electronic ...
  • 10 Days Ago

F
Customer Service Specialist
  • Financial Services
  • Santa Ana, CA FULL_TIME
  • About UsVeros Credit is committed to making vehicle ownership possible for everyone. Through our vast network of independent and franchise dealers, we have helped countless customers with their financ...
  • 3 Days Ago

K
Property and Casualty Agent
  • KOHR Financial & Insurance Services
  • Seal Beach, CA FULL_TIME
  • We are seeking Property and Casualty Agents to join our team! You will be responsible for expanding the company's book of business by selling various types of insurance policies to new and existing cl...
  • 25 Days Ago

F
Copy Of Mail Sorter (2nd shift)
  • Financial Statement Services, Inc.
  • Santa Ana, CA FULL_TIME
  • Opening its doors over 40 years ago, FSSI is one of the largest woman-owned providers of document services in the western United States, specializing in highly-customizable print and mail, electronic ...
  • 1 Day Ago

F
Bindery Operator
  • Financial Statement Services, Inc
  • Santa Ana, CA FULL_TIME
  • Opening its doors over 40 years ago, FSSI is one of the largest woman-owned providers of document services in the western United States, specializing in highly-customizable print and mail, electronic ...
  • 3 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 SB Financial Services Manager jobs found in Santa Ana, CA area

A
General Sales Manager
  • AutoNation, Inc.
  • Torrance, CA
  • AutoNation Ford Torrance Position Overview The General Sales Manager (GSM) has the opportunity to lead a sales team to c...
  • 3/29/2024 12:00:00 AM

D
AMENDED - Internal Revenue Agent (Tax Computation Specialist - Examiner) 12 MONTH ROSTER
  • Department Of The Treasury
  • Santa Ana, CA
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at: ...
  • 3/29/2024 12:00:00 AM

L
Entry Level Financial Admin
  • LH Global Consulting
  • Torrance, CA
  • Job Description Job Description We are seeking an Entry Level Financial Admin! You will be responsible for the effective...
  • 3/29/2024 12:00:00 AM

D
Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • Santa Ana, CA
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at: https...
  • 3/29/2024 12:00:00 AM

A
Vehicle Acquisition Specialist
  • AutoNation We'll Buy Your Car
  • Riverside, CA
  • Overview: Position Overview The Well Buy Your Car (WBYC) In-Store Associate will be focused and specifically trained to ...
  • 3/28/2024 12:00:00 AM

D
Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Santa Ana, CA
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 3/27/2024 12:00:00 AM

D
Internal Revenue Agent (Examiner-Joint Committee Specialist) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Santa Ana, CA
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

N
Financial Services Manager Fast Track
  • New York Life Insurance Company
  • San Dimas, CA
  • Job Description Job Description Are you looking for a job where you can use your experience to propel your career into m...
  • 3/25/2024 12:00:00 AM

Santa Ana /ˌsæntə ˈænə/ (Spanish for "Saint Anne") is the county seat and second most populous city in Orange County, California in the Los Angeles metropolitan area. The United States Census Bureau estimated its 2011 population at 329,427, making Santa Ana the 57th most-populous city in the United States. Santa Ana is in Southern California, adjacent to the Santa Ana River, about 10 miles (16 km) from the coast. Founded in 1869, the city is part of the Greater Los Angeles Area, the second largest metropolitan area in the United States, with almost 18 million residents in 2010. Santa Ana is a ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$188,303 to $256,511
Santa Ana, California area prices
were up 2.5% from a year ago

SB Financial Services Manager in Atlanta, GA
On average, an Associate Degree is the highest level of education for a SB Financial Services Manager.
February 17, 2020
SB Financial Services Manager in Pittsfield, MA
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 22, 2020
SB Financial Services Manager in Abilene, TX
Visit the SB Financial Services website to access your investment accounts or for more information on SB Financial Services.
February 24, 2020