Financial Professional - Santa Rosa, CA

We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. · This is not just a sales job—it's a career with purpose and opportunity. · You'll provide peace of mind to your clients while helping them navi ...

Thinking About Leaving the Wirehouse? Ready to expand to more holistic financial guidance? Build an Independent-Style Advisory Practice with Fortune-100 Strength Behind You. Experienced Financial Advisor – Northern California · ...

New York Life is seeking professionals interested in building long-term careers in financial services. · This role is focused on working directly with clients to help them plan for financial security, retirement, and long-term goals, · supported by the training and resources of a ...

Pooley & Pooley CPAs busca un libro-contador(a) part-time con al menos 1-3 años de experiencia en entornos oficinas acelerados. · ...

We provide tailored accounting and consulting services specifically for construction companies.We specialize in bookkeeping assistance, financial and job schedule reporting, forecasting, budgeting, · and virtual CFO/consulting services. · Preparing financial statements · Handling ...

The Physician Contract Payment Specialist supports the accurate and timely processing of physician payments in accordance with contractual terms and compliance requirements. · This role is ideal for a self-directed professional who can thrive in a non-structured environment immed ...

+Job summary · We are looking for a meticulous and organized Property Accountant to join our team on a Contract basis in Santa Rosa. · +Responsibilities:Process and record accounts payable, accounts receivable... · ...

This is a part-time position providing administrative support to the accounting team.The Administrative Associate provides critical administrative tasks such as managing client communications, processing documentation, · and assisting with basic accounting procedures while mainta ...

We are looking for an entry-level Account Clerk to join our team in Santa Rosa California.This Contract position offers an excellent opportunity to gain hands-on experience in accounting while supporting essential financial operations. · Responsibilities: ...

We are looking for an Accounts Payable Clerk to join our team on a long-term contract basis in Santa Rosa. · We need someone to manage essential accounts payable tasks and ensure accurate financial documentation. · This is an excellent opportunity to contribute to a non-profit or ...

Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. · The position requires executive oversight of complex client portfolios, including ...

We're committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success. · Supervise and review complex accounting functions,Oversight of annual accounting ...

The company is looking for a Controller / CFO & Office Manager to lead all accounting and financial operations while serving as a strategic partner to executive leadership. · This individual will be responsible for direct all accounting functions in accordance with GAAP, oversee ...

We are seeking a dedicated Accounting Manager to join our team. · ...

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. · ...

We are here for our members throughout all their stages of life. · Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. · ...

We are seeking an experienced Finance Manager with a demonstrated track record of success to join our team. The successful candidate will play a pivotal role in helping raise capital as well as managing existing debt/financing and managing ongoing reporting requirements. · Help m ...

We're committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. · Manage a variety of complex assurance projects · Apply expertise in GAAP and other financial reporting frameworks to evaluate au ...

We are looking for a Branch Office Administrator to join our team. As a key member of our branch team, you will provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. · Provide administrative support to financial advisors · Sched ...

The Client Advocate is a proactive and detail-oriented front-line support associate providing essential support to a pool of financial advisors and tax preparers. You will be responsible for assisting with client-facing issues, preparing materials for client meetings, and ensurin ...