Roseville, California, United States · On-site
$48k–$80k/yr
NRN Business Development Representative Job Description About Us At Avior, we believe in more than managing wealth; we are dedicated to helping individuals plan with intention, empowering them to live with greater purpos…
Skills: Outbound Calling, Appointment Setting, Relationship Building, Salesforce, Lead Management
Los Angeles, California, United States · On-site
Location: Woodland Hills, CA Work Arrangement: In-office A Day in the Life A typical day as a Client Accounting Services Manager in Woodland Hills, CA might include the following: Manages client relationships by monitori…
Skills: Client Relationship Management, General Ledger Accounting, Financial Statement Analysis, Bank Reconciliation, Month-end Closing
Los Angeles, California, United States · On-site
Location: Woodland Hills, CA Work Arrangement: In-office A Day in the Life A typical day in the life as a Client Accounting Services Associate in Woodland Hills, CA might include the following: Works on a team to provide…
Skills: General ledger accounting, Bank reconciliation, Financial statement preparation, Sales tax reporting, QuickBooks
Spring Valley, California, United States · On-site
$30/hr–$33/hr
Overview Avanath is proud to be named one of the top property management companies to provide affordable housing for the workforce. Cultivating the American Dream is the purpose that binds the Avanath team. At Avanath, e…
Skills: Property Management, LIHTC, Tax Credit Qualifications, Budget Management, Resident Relations
Spring Valley, California, United States · On-site
$30/hr–$33/hr
Overview Avanath is proud to be named one of the top property management companies to provide affordable housing for the workforce. Cultivating the American Dream is the purpose that binds the Avanath team. At Avanath, e…
Skills: Property management, Leadership, Customer service, LIHTC, Tax credit compliance
Santa Rosa, California, United States · Hybrid
$70k–$75k/yr
At Amwins, we succeed together — and have a good time doing it. We know people don't leave companies. They leave cultures — which is why we work so hard on ours. At Amwins, we thrive on collaboration, not cutthroat compe…
Skills: Workers Compensation Insurance, Risk Classification, Risk Rating, P&C Licensing, Underwriting Guidelines
San Diego, California, United States · Hybrid
$70k–$75k/yr
Amwins Connect’s mission is to seamlessly connect every point of the benefits journey for brokers, carriers, and their clients with continuous innovation and extraordinary service from passionate people. At Amwins our pe…
Skills: MS Outlook, MS Excel, MS Teams, Audio/Video Conferencing, Organizational Skills
Santa Rosa, California, United States · On-site
$25/hr–$32/hr
At Amwins, we succeed together — and have a good time doing it. We know people don't leave companies. They leave cultures — which is why we work so hard on ours. At Amwins, we thrive on collaboration, not cutthroat compe…
Skills: Organizational skills, Time management, Verbal communication, Written communication, Microsoft Excel
Irvine, California, United States · Remote OK
$24/hr–$28/hr
Overview Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history in the mortgage or real estate industry…
Skills: Foreclosure Proceedings, Title Review, Curative Issues Resolution, Real Estate Industry Knowledge, Customer Service
El Cerrito, California, United States · On-site
$28/hr–$33/hr
Overview Avanath is proud to be named one of the top property management companies to provide affordable housing for the workforce. Cultivating the American Dream is the purpose that binds the Avanath team. At Avanath, e…
Skills: Property Management, LIHTC Compliance, Tax Credit Qualifications, Budget Management, Resident Relations
El Cerrito, California, United States · On-site
$28/hr–$33/hr
Overview Avanath is proud to be named one of the top property management companies to provide affordable housing for the workforce. Cultivating the American Dream is the purpose that binds the Avanath team. At Avanath, e…
Skills: Property management, LIHTC, Tax credit compliance, Budget management, Customer service
San Francisco, California, United States · On-site
About Us At Félix, we're building the financial ecosystem for Latin immigrants in the U.S., starting with a revolution in remittances. Our core product is an AI-powered chatbot built on WhatsApp, allowing our users to se…
Skills: Fraud strategy, Card authorization, SQL, BigQuery, Risk assessment
Daly City, California, United States · On-site
$38/hr–$40/hr
Overview Avanath is proud to be named one of the top property management companies to provide affordable housing for the workforce. Cultivating the American Dream is the purpose that binds the Avanath team. At Avanath, e…
Skills: Property Management, LIHTC Compliance, Tax Credit Qualifications, Budget Management, Resident Relations
Long Beach, California, United States · On-site
$26/hr–$28/hr
Overview Avanath is proud to be named one of the top property management companies that provide affordable housing for the workforce. Cultivating the American Dream is the purpose that binds the Avanath team. At Avanath,…
Skills: Rent Collection, Bookkeeping, Leasing, Customer Service, LIHTC Compliance
Long Beach, California, United States · On-site
$26/hr–$28/hr
Overview Avanath is proud to be named one of the top property management companies that provide affordable housing for the workforce. Cultivating the American Dream is the purpose that binds the Avanath team. At Avanath,…
Skills: Bookkeeping, Rent Collection, Leasing, Customer Service, Yardi Voyager
Daly City, California, United States · On-site
$38/hr–$40/hr
Overview Avanath is proud to be named one of the top property management companies to provide affordable housing for the workforce. Cultivating the American Dream is the purpose that binds the Avanath team. At Avanath, e…
Skills: Property Management, LIHTC Compliance, Tax Credit Qualifications, Budget Management, Staff Leadership
Jurupa Valley, California, United States · On-site
$22/hr–$27/hr
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Client Service, Relationship Building, Account Servicing, Cash Handling, Financial Technology
San Francisco, California, United States · On-site
$155k–$165k/yr
DESCRIPTION: Duties: Directly execute complex trades with large notional value across asset classes for ultra-high net worth and institutional clients. Monitor market liquidity dynamics, price trades and develop trading …
Skills: :, Trade Execution, Asset Allocation, VBA, Bloomberg
Los Angeles, California, United States · On-site
$22/hr–$27/hr
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Client Service, Relationship Building, Account Servicing, Cash Handling, Financial Technology
Riverside, California, United States · On-site
$80k–$120k/yr
BTY is an award-winning professional consultancy providing complete project solutions in real estate and infrastructure asset planning, development, operations, and transactions. With a portfolio of projects valued at ov…
Skills: Cost estimation, Quantity surveying, Cost management, Project management, Construction engineering
Roseville, California, United States • On-site
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The role focuses on conducting outbound outreach to financial professionals to generate interest and book discovery meetings. Over time, the representative will transition into running intro meetings and managing the full business development pipeline.
Candidates should be confident on the phone, self-motivated, and coachable, with a professional demeanor. While sales or cold-calling experience is a plus, a drive for growth and curiosity about financial services are more critical.
NRN Business Development Representative
Job Description
About Us
At Avior, we believe in more than managing wealth; we are dedicated to helping individuals plan with intention, empowering them to live with greater purpose. Our organizational culture is the heartbeat of our success, rooted in core values that shape every aspect of our work environment.
About NRN
We've built the country's first Digital Family Office — a national network of professionals including CPAs, estate planning attorneys, insurance specialists, and wealth managers who work together to serve clients holistically, bringing the same level of service typically reserved for the ultra-wealthy down to everyday investors.
Our National Referral Network (NRN) connects hundreds of professionals across the country, and it's growing fast.
Avior Core Values
We believe that the core foundation of our culture is a key driver to our success. It is very important that we share common values amongst our team. We strive to hire teammates who resonate with our core values:
Position Overview
We're looking for a sharp, personable, and driven individual to help us expand our professional network from our Roseville, CA office. Your primary job is simple: get the right people on our calendar.
This is a relationship-building role, not a scripted telemarketing job. You'll be reaching out to estate planning attorneys, CPAs, and other financial professionals to introduce them to NRN, generate genuine interest, and book discovery meetings for our team. Over time, as you learn our story and our process, you'll grow into running those conversations yourself — and eventually into a role developing your own referral sources and helping lead others we bring on under you.
Key Responsibilities
Your Growth Path
Phase 1 — Outreach & Appointment Setting Learn our story and value proposition. Focus on generating interest and booking qualified meetings with CPAs, estate planning attorneys, and other professionals.
Phase 2 — Shadow & Learn the Intro Meeting Sit in on intro meetings and tours. Learn the language we use, the questions we ask, and how we present the Digital Family Office concept end-to-end.
Phase 3 — Run Intro Meetings Independently Once you've got the story down, begin running intro meetings on your own — walking professionals through the four pillars of NRN and what the network can do for them.
Phase 4 — Full-Cycle Business Development & Team Lead Own the full pipeline from outreach to onboarding, with compensation that reflects it — and as your referral network grows, help train and lead additional reps we bring on under you.
Who We're Looking For
Bonus points if you have experience in financial services, insurance, legal, or professional services sales. That said, we care more about how you communicate than what's on your resume.
This Role Is NOT For You If…
Compensation & Benefits
Your Well-Being Matters
In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being:
Work Environment
Gain control of your financial future. Our team of experts helps you build comprehensive financial plans with intention.
Financial Planning and Investment Management services are provided by Avior Wealth Management, LLC, a SEC registered investment advisor. All investments are subject to risk, including loss of principal. Nothing contained herein should be construed as legal or tax advice. Please consult your attorney regarding legal / estate planning or your CPA regarding tax questions. On April 1st 2011, the Campbell Wealth Management Group, Inc combined with Nelson-VanDenburg & Associates to form: Nelson, VanDenburg & Campbell Wealth Management Group, LLC. On September 1, 2021 Nelson, Van Denburg and Campbell rebranded to Avior Wealth Management, LLC ("Avior"). Avior is an SEC-registered investment advisor located in Omaha, NE. Avior and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC-registered advisors by those states in which we maintains clients. Avior may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notification requirements. Important information describing Avior’s business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Avior will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request. This site is published in the United States for residents of the United States. Avior is not soliciting business in international jurisdictions where it is not registered.
Offices: 14301 FNB Pkwy, Suite 110, Omaha, Nebraska 68154, US · 70 NE Interstate 410 Loop, #970, San Antonio, Texas 78216, US · 3030 Hartley Rd, Suite 160, Jacksonville, Florida 32257, US · Franklin, TN 37064, US · 2880 Cleveland Ave, Suite 1 and 2, Santa Rosa, California 95403, US
Based on 9240 listings with disclosed salaries, most finance & accounting jobs in California pay between $78k–$212k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 15,989 open finance & accounting positions in California listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Bank of America, JPMorganChase, Wells Fargo, U.S. Bank, Confie, among others. Browse the listings above to see every active employer.
Yes — 5668 of the 15989 open finance & accounting positions offer remote or hybrid work (1581 remote, 4087 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
