- 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
- Bank of America (Newport Beach, CA)
- Private Client Advisor II Newport Beach, 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 (Santa Ana, 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
- 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
- World Insurance Associates, LLC. (Irvine, CA)
- …World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local ... insurance lines, surety and bonding, employee benefits, financial and retirement services , and human capital management solutions. Help clients experience a modern… more
- World Insurance Associates, LLC. (Irvine, CA)
- …World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local ... insurance lines, surety and bonding, employee benefits, financial and retirement services , and human capital management solutions. Our rapid growth and market… more
- Bank of America (Woodland Hills, 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 - Valley Coast Market Westlake Village, California;Santa...provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management… more
- Bank of America (Brea, 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 - Orange County Inland Empire Market Indian...achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
- Bank of America (Irvine, 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
- World Insurance Associates, LLC. (Irvine, CA)
- …at the start of the new year? Then you need to talk to us about our Client Advisor Program where you steadily build a book of clients and receive annual ... is a unique insurance organization offering top products and services from major providers, combined with attentive service...State of California Pay Transparency As a World Insurance Client Advisor , your compensation is tied to… 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
- EverBank (Irvine, CA)
- …applications and acceptable approval rates. + Works with the appropriate Business Banking Client Advisor and /or Branch to assist in the seamless handoff ... loans. This role conducts regular outbound sales calls on small business client prospects to develop new business relationships. Responsible for cross-selling small… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... * May participate in live meetings with the Financial Advisor and their respective client (s). * Manages...Diploma or equivalent and five (5) years of financial services industry service experience. * OR ~… more
- Bank of America (Garden Grove, 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 ... Financial Solutions Advisor Stage I - Registration candidate - Consumer...* Managing a portfolio of clients by providing exceptional client care with industry leading products, services ,… more
- Bank of America (Yorba Linda, 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
- Edward Jones (Anaheim, 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...administrator to help you run your branch. World-class products, services and support. And the stability of a firm… more
- City National Bank (Woodland Hills, CA)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... **FINANCIAL ADVISOR SENIOR** **WHAT IS THE OPPORTUNITY?** The Senior...tandem with an assigned SFA to provide sales and client and colleague service support coverage. The… more
- Thrivent Financial (Irvine, CA)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor… more
- Bank of America (Newport Beach, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- TIAA (Sherman Oaks, CA)
- …Sedentary Work **Career Level** 8IC Related Skills Business Development, Client Service , Communication, Consultative Communication, Continuous Improvement ... **Wealth Management Advisor ** Supported with a robust array of resources...a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks… more