Broker Salary at Town'n Country Realty And Management BETA

Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutio

Job Details Job Location Main Office - Santa Barbara, CA Position Type Full Time Education Level Not Specified - Other Travel Percentage None Job Category Claims Description While candidates from anywhere in California are welcome to apply, there is a strong preference for those who reside on the Central Coast (Ventura, Santa Barbara, San Luis Obispo, Monterey and Santa Cruz Counties). This role may offer opportunities for remote work; however, familiarity with and proximity to our local customers is valued. Central Coast Salary Range: $76,466- $110,875 Job Summary This position is responsible for serving as the internal expert on Medi-Cal fee-for-service policies and procedures related to claims and benefits; interpreting State Medi-Cal policy Updates for CenCal Health staff; automation of pricing for claims based on CenCal provider contracts; creating, executing and evaluating end-to-end test plans in conjunction with IT personnel, managing the activities within the plan to ensure th

**TRUST ADMINISTRATION OFFICER II** **WHAT IS THE OPPORTUNITY?** This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues. **What you will do** + For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee sc

NEXXUS HOLDINGS OVERVIEW Nexxus Holdings is a Santa Barbara and London-based investment firm, managing the internal capital of our founder as well as external capital. We operate with a highly flexible mandate and invest across industries, geographies, company stages, public vs. private, and instruments within the capital structure. We are a lean and entrepreneurial team looking for an analyst to help our firm continue to grow. POSITION AND RESPONSIBILITIES Key aspects of the role include analyzing and identifying attractive investments, assessment of competitive dynamics within a particular industry, in-depth investigation and financial modeling of the operations of target companies, traveling for on-site meetings with the management of target companies, and preparing investment decision memorandums based on thorough research. The position will be based in Santa Barbara, CA. PROFILE The ideal candidate will have and/or be: 1. An undergraduate degree, preferably with a major in economi

Purchasing Team Processor - Financial Operations Team Needed in Carpinteria, CA (On-Site) Industry: Financial Direct Hire Pay Range = $52,000 - $63,000 annually Processing focused with Quality standards 2 + years of experience in a office environment or processing role. Information seeking / Detailed - Particularly when there are errors or figures that don't look correct Ability to exceed established deadlines Team focused Salary range is $52k-$63k with the higher end already having FINRA licenses and years of experience in Financial Industry Bachelor's degree preferred 2 to 5 years experience in a Financial Setting required Proficient with Microsoft Office and Excel. 2 + years of Financial Services experience in a broker/dealer or financial institution is required . Job Summary The Purchase Team Processor plays a crucial role in the financial services industry, working within a team to ensure the smooth and efficient functioning of various financial operations. The ideal candidate sho

Job Summary We are seeking a motivated and detail-oriented Associate Analyst to join our team. This entry-level position offers an exciting opportunity to contribute to data-driven decision-making in the realms of investment and portfolio management. You will leverage your programming skills and analytical mindset to extract insights from financial data, support portfolio optimization, and drive impactful investment strategies. Duties and Responsibilities The Associate Analyst can expect to focus in the following areas: Analyze financial and market data to support investment decisions and portfolio management strategies. Manage our portfolio accounting software, Addepar, to ensure accurate tracking and reporting of investment portfolios. Produce professional PowerPoint presentations to effectively communicate findings, strategies, and recommendations to stakeholders. Write and execute Python and R scripts for financial data analysis and automation. Process and interpret complex dataset

The Rising Tide HR Payroll Analyst will be responsible for ensuring accurate and timely payroll processing, analyzing payroll data, and auditing payroll information to support our portfolio of clients financial and operational goals. This role will also collaborate with the HR Business Partner team to ensure compliance with company policies and all applicable legal requirements.What Leads To The Success Of This Position:Ensure timely and accurate payroll processing for all clients, including exempt, non-exempt, and commissioned employees.Maintain and update payroll records, including new hires, terminations, promotions, and salary changes.Audit payroll transactions for accuracy and compliance. Prepare detailed payroll reports for management, finance, and audit purposes.Ensure compliance with federal, state, and local payroll regulations, as well as company policies. Monitor payroll tax filings, deductions, and contributions (e.g., 401(k), health benefits, etc.).Address employee payroll

Ventura, CA - Southern Cal / 1 hour from Santa Barbara / L.A. / By the Ocean SAP PP Lead Functional Analysts - 150K - 180K including 15% Bonuses. Monthly 11% & Annual 4%-10% and average 6% Profit Sharing). In 2022 PS was 6.4%. PS is based on monthly and annual bonusses. So 8K - 10K will go into your 401K and you don't even have to contribute. 100% Onsite but possible Hybrid work week. Work remotely 1 or 2 days a week. 130K - 150K Base salary + Bonuses = $150K - $180K NO CONTRACTORS - NO C2C Visa applicants considered Ventura is a California coastal city, northwest of Los Angeles.* It's known for its beaches, like San Buenaventura State Beach, with long wooden Ventura Pier.* Surfer's Point is popular for surfing and windsurfing. Landmarks on downtown Main Street include the Mission San Buenaventura, with its 1809 church.* Boats depart Ventura Harbor for Channel Islands National Park, a habitat for rare island foxes and scrub jays. - Google* Weather: 71°F (22°C), Wind W at 10 mph Ventura