- Umpqua Bank (Newport Beach, CA)
- Private Client Advisor Wealth Management Newport Beach, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... team in various capacities includingTrust Officer,Portfolio Manager, and Private Client Advisor . Weare agrowth-mindedwealth managementcompanythat offers estate… more
- JPMorgan Chase (Anaheim, CA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These … more
- James Perse Los Angeles (Sherman Oaks, CA)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME CLIENT ADVISOR FOR OUR BLOOMINGDALE'S SHERMAN OAKS SHOP OBJECTIVE OF THE POSITION The Client Advisor is ... manage communication consistent with James Perse. + Ensure the highest standards of client service are maintained at all times. + Maintain the selling floor,… more
- World Insurance Associates, LLC. (Irvine, CA)
- …We specialize in personal and commercial insurance lines, surety and bonding, employee benefits , financial and retirement services, and human capital management ... This position supports the Account Executive with responsibilities related to client management and retention. Essential Duties and Responsibilities Responsible for… more
- Bank of America (Seal Beach, CA)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor ...annual incentive opportunities. Incentives are earned based on the employee 's performance against defined metrics. Benefits This… more
- Bank of America (Woodland Hills, CA)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor ...annual incentive opportunities. Incentives are earned based on the employee 's performance against defined metrics. Benefits This… more
- Bank of America (Tustin, CA)
- …quarterly and/or annual incentive opportunities. Incentives are earned based on the employee 's performance against defined metrics. Benefits This role is ... Credit Solutions Advisor - Tustin Tustin, California **Job Description:** **Credit...in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.… more
- Edward Jones (Anaheim, CA)
- …the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page ... may calculate a preliminary total compensation with this calculator (https://careers.edwardjones.com/career-areas/experienced-financial- advisor /compensation-and- benefits /) Hiring Minimum $50,000 Hiring Maximum $125,000… more
- Bank of America (Newport Beach, CA)
- …quarterly and/or annual incentive opportunities. Incentives are earned based on the employee 's performance against defined metrics. Benefits This role is ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California;...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- H&R Block (Anaheim Hills, CA)
- **524694BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and… more
- Citigroup (Fullerton, CA)
- …discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits , including: medical, dental & vision coverage; 401(k); ... off (sick leave), and paid holidays. For additional information regarding Citi employee benefits , please visit citibenefits.com. Available offerings may vary by… more
- US Bank (Northridge, CA)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- Bank of America (Garden Grove, CA)
- …quarterly and/or annual incentive opportunities. Incentives are earned based on the employee 's performance against defined metrics. Benefits This role is ... Financial Solutions Advisor - Consumer Investments - Lampson-Valley View Financial...in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.… more
- Bank of America (Rowland Heights, CA)
- …quarterly and/or annual incentive opportunities. Incentives are earned based on the employee 's performance against defined metrics. Benefits This role is ... Business Solutions Advisor - Rowland Heights Financial Center - Bilingual...in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.… more
- Zions Bancorporation (Irvine, CA)
- …the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth ... We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in...team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations,… more
- Southern California Edison (Rosemead, CA)
- …the Clean Energy Revolution** Become an **Information Technology Outsourcing Management, Advisor ** at Southern California Edison (SCE) and build a better tomorrow. ... reviews, including weekly reports, monthly trend analysis, and QBRs. ** Client Engagement:** Manage business relationships and provide comprehensive customer support… more
- Southern California Edison (Rosemead, CA)
- …the Clean Energy Revolution** Become an **Information Technology Outsourcing Management, Advisor ** at Southern California Edison (SCE) and build a better tomorrow. ... to ensure successful implementation and transition to operation. + ** Client Engagement:** Manage business relationships and provide comprehensive customer support… more
- Southern California Edison (Rosemead, CA)
- …**Join the Clean Energy Revolution** Become a Source to Pay (S2P) Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this ... and support to make necessary adjustments. As a Source to Pay (S2P) Senior Advisor , your work will help power our planet, reduce carbon emissions and create cleaner… more
- Charles Schwab (Irvine, CA)
- …status quo" and transform the finance industry together.** As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to...person on a regular basis. We offer a competitive benefits package that takes care of the whole you… more
- JPMorgan Chase (Irvine, CA)
- …in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These ... As a Personal Advisor , in JP Morgan's Wealth Management's National Branch...or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are… more