SB Financial Services Manager jobs in Vallejo, 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)
Recently Added SB Financial Services Manager jobs
- Arkshire Financial
-
Fairfield, CA
FULL_TIME,PART_TIME
-
Company Description
Arkshire Financial is a financial consultancy firm based in Fairfield, CA, that is dedicated to providing strategic retirement planning and asset protection solutions to individuals. Our goal is to be our client's trusted consultant by offering proactive and unbiased advice with the highest levels of transparency, integrity, and respect. We prioritize long-term results and use a unique approach to building wealth. Our team is committed to professionally supporting, educating, and providing informed direction to each client.
Role Description
This is a full-time hybrid role as a Financial Services Consultant at Arkshire Financial. As a Financial Services Consultant, you will be responsible for providing strategic retirement planning and asset protection advice to clients. This includes conducting financial analysis, creating customized financial plans, presenting recommendations, and assisting clients in making informed financial decisions. While this role is primarily based in Fairfield, CA, there is flexibility for some remote work.
Qualifications
- Analytical Skills, Finance, and Financial Services
- Experience in consulting or advisory roles
- Strong communication and presentation skills
- Ability to analyze complex financial data and provide clear recommendations
- Good morals
- Excellent problem-solving abilities
- Attention to detail and accuracy
- Knowledge of retirement planning and asset protection strategies
- Bachelor's degree in Finance, Business, Economics, or related field are encouraged but not required.
- Professional certifications such as CFP or CPA are a plus
Requirements
- 18 years or older
- No Felony record
- Receptive to coaching/criticism
Average Salary $53,750 - $81,865
Job Types: Full-time, Part-time
Pay: $53,750.00 - $81,865.00 per year
Expected hours: 12 – 40 per week
Experience level:
- No experience needed
Schedule:
- Choose your own hours
Work setting:
- Hybrid work
- Office
Work Location: Hybrid remote in Fairfield, CA 94534
- Just Posted
- FIRST NORTHERN BANK OF DIXON
-
Fairfield, CA
OTHER
- Job Details Job Location: Fairfield Branch - Fairfield, CA Salary Range: Undisclosed Our Fairfield Branch is looking for a Financial Services Manager! The ideal candidate will have thorough branch man...
- 26 Days Ago
- First Northern Bank
-
Fairfield, CA
FULL_TIME
- Job Details Job Location Fairfield Branch - Fairfield, CA Our Fairfield Branch is looking for a Financial Services Manager! The ideal candidate will have thorough branch management experience, be skil...
- 30 Days Ago
- Primerica - Carlsbad
-
pittsburg, CA
PART_TIME
- **This is a fully remote position***Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptio...
- 14 Days Ago
- Abode Services
-
Vallejo, CA
FULL_TIME
- Abode, one of the largest and effective nonprofits working to end homelessness in the Bay Area, is seeking a Program Manager for our programs in Solano County.About the role: The Program Manager will ...
- 12 Days Ago
- UniTrust Financial Group
-
Martinez, CA
FULL_TIME
- Sales Manager - Remote Location: Remote Experience Level: Entry-Level Join our team as a Remote Sales Manager and become an integral part of our innovative approach to insurance sales. As a Sales Mana...
- 7 Days Ago
- Current Active Filter
- Vallejo, CA
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 SB Financial Services Manager jobs found in Vallejo, CA area
- Travis Credit Union
-
Vallejo, CA
- Job Description Job Description M-F 9:30-6:00, Sat 9:30-2:30 Day off TBD 37 hours/week Job Description: Summary: Travis ...
- 4/25/2024 12:00:00 AM
- Moss Adams Llp
-
Walnut Creek, CA
- Job Description - Assurance Manager - Financial Services (26549)Assurance Manager - Financial Services ( Job Number: 265...
- 4/24/2024 12:00:00 AM
- Department Of The Treasury
-
Fairfield, CA
- Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
- 4/24/2024 12:00:00 AM
- Department Of The Treasury
-
Fairfield, CA
- Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
- 4/24/2024 12:00:00 AM
- FIRST NORTHERN BANK OF DIXON
-
Fairfield, CA
- Job Details Level Experienced Job Location Fairfield Branch - Fairfield, CA Remote Type N/A Position Type Full Time Educ...
- 4/22/2024 12:00:00 AM
- Westamerica Bank
-
Suisun City, CA
- Job Description Job Description Description: Westamerica is among the largest commercial banks headquartered in Californ...
- 4/22/2024 12:00:00 AM
- Department Of The Treasury
-
Fairfield, CA
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
- Edward Jones
-
Martinez, CA
- Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
- 4/5/2024 12:00:00 AM
About Vallejo, California
were up 2.5% from a year ago