- Bank of America (Los Angeles, CA)
- Private Client Advisor II Los Angeles, California...array of Private Bank and the bank's capabilities and services to meet specific client needs. Job ... **Job Description:** This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve… more
- JPMorgan Chase (Los Angeles, CA)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial… more
- Gap Inc. (Los Angeles, CA)
- …the BR journey as we create what's next. **About the Role** As a Banana Republic Client Advisor , you will create aspirational and on trend looks that enhance the ... understanding of designers, brands, and seasonal trends. As a Client Advisor , you will provide a superior...Advisor , you will provide a superior level of service through an inclusive environment that inspires brand loyalty… 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 ... communication consistent with James Perse. + Ensure the highest standards of client service are maintained at all times. + Maintain the selling floor,… more
- Bank of America (Los Angeles, CA)
- …and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) ... Merrill Financial Solutions Advisor - West Los Angeles Market Los Angeles,...provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management… more
- Bank of America (Los Angeles, CA)
- …and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) ... Merrill Financial Solutions Advisor - Los Angeles Market Los Angeles, California;El...achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
- M&T Bank (Los Angeles, CA)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... base .Promote and sell the full array of financial services distributed by the Company to current and new...and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused… more
- Bank of America (Pasadena, CA)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Wells Fargo (Beverly Hills, CA)
- …and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues, ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service , and operational related...Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Acosta Group (Costa Mesa, CA)
- …and innovative technology that helps improve their lives. **Position Overview** Our Beauty Advisor will represent our client , Dyson, and their premium line of ... **Beauty Advisor - Dyson** Location**CA - COSTA MESA** **ActionLink...in a salon environment + Experience in retail, customer service , and/or sales preferred + Access to reliable vehicle… more
- BMO Financial Group (Alhambra, CA)
- …+ Uses a consultative sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of contact. + Proactively works ... **_The mission of Premier Services is to help mass affluent clientele make...and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are… more
- Bank of America (Los Angeles, CA)
- …must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Bank of America (Van Nuys, CA)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Advisor Development Program - Financial Solutions Advisor...provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management… more
- Bank of America (Los Angeles, CA)
- …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... Credit Solutions Advisor - Wilshire and La Brea Los Angeles,...requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …goals for assets under management and required production. * Provides a high level of client service . * Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
- Edward Jones (Acton, CA)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... reflective of their performance. **What characteristics would make you a successful financial advisor ?** + An interest in financial services /markets and how they… more
- Comerica (Costa Mesa, CA)
- …administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service -driven model. The Trust Advisor ... Trust Advisor III Comerica Advisor Solutions Our...and technical skills, the ability to multi task, meet service standards and are focused on the customer. Position… more
- Morgan Stanley (Los Angeles, CA)
- …. Partner with the Associate Private Banker(s) to provide FA and their client (s), Private Banking products/solutions, distribution and service support . Act as ... the subject matter expert for FA, Branch and client inquires on Private Banking products and services...skills . Ability to meet deadlines and manage Financial Advisor and client expectations . Good collaboration… more
- Ensono (Los Angeles, CA)
- …Mainframe teams + Knowledge of DR planning and execution + Experience with client facing and Service Delivery communication acumen. + Experience with on-boarding ... Mainframe Technical AdvisorRemote - United StatesJR010619 As a Technical Advisor you will be the Mainframe point of contact and lead technical resource for the … more
- Ensono (Los Angeles, CA)
- …Mainframe teams + Knowledge of DR planning and execution + Experience with client facing and Service Delivery communication acumen. + Experience with on-boarding ... Mainframe Technical AdvisorRemote - United StatesJR009910 As a Technical Advisor you will be the Mainframe point of contact and lead technical resource for the … more