- World Insurance Associates, LLC. (Irvine, CA)
- Summary World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive ... maintain a professional demeanor and positive attitude Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our… 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 ... with James Perse. + Ensure the highest standards of client service are maintained at all times. + Maintain...as in fine department and specialty stores around the world . Our employees are smart, creative, passionate, and service-driven… 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 ...insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management +… 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 ...insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management +… more
- Edward Jones (Long Beach, CA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...branch office administrator to help you run your branch. World -class products, services and support. And the stability of… 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 ... The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You Will:… more
- General Dynamics Information Technology (El Segundo, CA)
- …of related experience **US Citizenship Required:** Yes **Job Description:** **PROGRAMMER ADVISOR ** Transform technology into opportunity as a Programmer Advisor ... At GDIT, people are our differentiator. As a Programmer Advisor you will help ensure today is safe and...personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our… more
- TIAA (Sherman Oaks, CA)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... that we've been recognized for being one of the world 's most ethical companies and ranked by Diversity Inc...you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated… more
- H&R Block (North Hollywood, CA)
- **524387BR** **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
- Robert Half Finance & Accounting (Los Angeles, CA)
- Description We are seeking a Financial Advisor to join our team in Los Angeles, California. In this role, you will support Senior Advisor and Lead Advisor ... teams to provide optimal tech/reporting solutions for all clients * Contribute to client retention and education initiatives * Prepare and follow up on action items… more
- Bank of America (Montrose, CA)
- Financial Solutions Advisor - Consumer Investments- Los Angeles Region Montrose, California;Ojai, California; La Crescenta, California; Los Angeles, California; Los ... great place to work for our teammates around the world . We're devoted to being a diverse and inclusive...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more
- BMO Financial Group (Woodland Hills, CA)
- …a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and ... services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance , annuities, retirement savings plans, and other similar products). Provides other… more
- JPMorgan Chase (Los Angeles, CA)
- …global resources of one of the largest and most respected financial firms in the world . Our small size and broad scope allow us to customize solutions tailored to ... clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide...of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning,… more
- AECOM (Los Angeles, CA)
- …candidate should be able to demonstrate an ability to listen to, understand, and meet client needs to serve as a trusted advisor ; knowledge of the transportation ... **Company Description** **Work with Us. Change the World .** At AECOM, we're delivering a better ...**Job Description** **AECOM** is seeking a dynamic and experienced ** Client Account Manager** to drive business growth for Los… more
- JPMorgan Chase (Irvine, CA)
- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the ... treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will...Google G suites / Microsoft Office adept FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19… more
- ADP (Culver City, CA)
- …+ _Do you want to join a company with award-winning training and world -class service guidelines to help you achieve success, growth, and continued learning?_ + ... for yourself.** **In this role,** you'll be a trusted advisor to our clients, using your HR experience, ADP...You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what… more
- JPMorgan Chase (Los Angeles, CA)
- …will provide support to advisors across JPMorgan Securities on utilizing life insurance solutions to meet client investment, wealth transfer and income ... Management, you will provide crucial support to advisors. You will utilize life insurance solutions to meet client investment, wealth transfer, and income… more
- EPAM Systems (Los Angeles, CA)
- …Development role + Proven history with new business development, growing client relationships within the Insurance Industry (P&C, Life/Annuity, Reinsurance) ... projects for some of the biggest brands in the world . Apply now to learn more about this exciting...and pursuing opportunities with new clients + Understand the Insurance market (ie, P&C, Life/Annuity and Reinsurance), including trends,… more
- Stantec (Los Angeles, CA)
- …the long term on some of the most important and interesting projects around the world where we are helping lead global energy. Seeing beyond the project at hand, ... the most challenging, iconic, and cutting-edge projects around the world that are helping to address some of the...a team member under the guidance of an Engineering Advisor and practice-area Principal. You will participate in the… more
- Anywhere Real Estate (Los Angeles, CA)
- …and problem resolution and will support necessary activities for new client implementations. **Essential Duties Include Some the Following:** + Prepare and ... and explain basic tax queries on cost projections; know when to enlist the client 's tax provider for guidance + Demonstrate advanced knowledge of Word and Excel… more