Financial Services Jobs in Sonoma
1 - 10 of 10
Search Results - Financial Services Jobs in Sonoma
Creative Planning-Sonoma
in their local market
• Maintains a positive attitude and willingness to adapt in a rapidly changing environment
• All other duties as assigned
REQUIRED EXPERIENCE / QUALIFICATIONS
• CFP® Certificant
• Series 65 (or equivalent)
• 7 years financial services...
mindmatch.ai -
Edward Jones-Sonoma
of their performance.
What characteristics would make you a successful financial advisor?
• An interest in financial services/markets and how they work
• Love of learning and challenges, including determination to succeed
• Skilled in long-term relationship building...
Brio Financial Group-Sonoma
RIA firm and are looking to build out our team with talent from the financial services industry. While a commitment to our clients’ best interest is first and foremost, we are also deeply committed to our team. At Brio, culture matters. Education...
mindmatch.ai -
Inizio Partners-Sonoma
Role: Senior Analytics Manager, BFSI
• Domain Experience: Banking & Financial Services
• Location: Remote (1st preference - San Francisco, CA / 2nd preference - Remote)
Role and Responsibilities:
• Primary day-to-day client contacts and often...
mindmatch.ai -
kadence-Sonoma
Knowledge: Deep understanding of NLP/LLM applications in fact-checking, data integrity, and information verification. Background in regulated industry would be ideal (financial services, healthcare)
• Strong foundation in modern ML techniques, especially...
mindmatch.ai -
Openmind Technologies Inc.-Sonoma
development
• Significant collaboration with research teams, contributing hands-on research
• skills that advance project outcomes
• Previous experience working in Private Markets, Financial Services or FinTech space
Preferred Qualifications:
• 2+ years...
mindmatch.ai -
InvestM Technology LLC-Sonoma
experience.
• Experience with financial services investment management companies.
• Experience in REST APIs.
• Strong knowledge of tools such as Azure tools and CI/CD.
• Excellent communication and problem-solving skills.
• Strong interpersonal, written...
mindmatch.ai -
RFA-Sonoma
technical support experience.
Financial services industry and MSP experience preferred.
Excellent desktop and server troubleshooting skills.
Strong hands-on experience in Windows Server, MS Exchange/365, Active Sync, Active Directory, LAN/WAN, MDM...
mindmatch.ai -
The Phoenix Group-Sonoma
skills.
• Ability to thrive in a fast-paced environment and perform under pressure.
• Onsite availability Monday through Friday.
• Availability for on-call duty once per quarter for a week.
Preferred: 2+ years of experience in the financial services...
mindmatch.ai -
UTAC-Sonoma
and customers in AM-related matters. Understand customer’s business and products/production requirements
• Production planning, logistics, purchasing, and finance services issue resolution
• Managing upside requests from Customers and working with Factory...
mindmatch.ai -
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