- James Perse Los Angeles (Newport Beach, CA)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR NEWPORT BEACH LOCATION OBJECTIVE OF THE POSITION The Senior Client ... standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all...verbal and written. + Strong independent work ethic, excellent time management skills, and high level of integrity. +… 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 ... to promote portfolio growth + Understands and accesses the full breadth of resources across the bank to benefit...service providers based on client needs and asset thresholds **The Advisor … 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 ... to promote portfolio growth + Understands and accesses the full breadth of resources across the bank to benefit...service providers based on client needs and asset thresholds **The Advisor … more
- Interactive Government Holdings, Inc. (Los Alamitos, CA)
- …be discriminated against on the basis of disability. Full - Time /Part- Time Contingent Compensation Position Education Service Advisor Close Date Open Date ... in advising or education services. Relevant work experience may also count the time in a completed education related/ advisor internship towards the two year… more
- Acosta Group (Costa Mesa, CA)
- **Coffee Sales Advisor - Part Time ** Location**CA - COSTA MESA** **Are you an outgoing coffee enthusiast that would like to share your beverage passion with ... us to caffeinated success!** **We are seeking a **Part Time Coffee Sales Advisor ** who will enjoy...that enhances their lives.** **Position Overview** **The Coffee Sales Advisor will represent our client , Nespresso, and… 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; ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in… more
- Citigroup (Irvine, CA)
- …Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ** Time Type:** Full time **Primary Location:** Irvine California ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through...United States **Primary Location Full Time Salary Range:** $70,000.00 - $70,000.00… more
- SCI Shared Resources, LLC (Whittier, CA)
- …Code: 90601 Category (Portal Searching): Sales Job Location: US-CA - Whittier Job Profile ID: S00158 Time Type: Full time Location Name: Rose Hills Company ... possibilities of joining a Great Place to Work! The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance… more
- Zions Bancorporation (Irvine, CA)
- …and large), CB&T has been active for 70 years and has more than 80 full -service branch offices across the state. This dedication has helped the bank earn recognition ... bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence...We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in… more
- BMO Financial Group (Newport Beach, CA)
- BMO Capital Markets is a leading, full -service financial services provider. We offer corporate and investment banking, treasury management, as well as research and ... world. #bmocapitalmarkets We are seeking a results-driven **Global Markets Advisor ("GMA")** with a proven track record in sales...to BMO Bank's US Commercial clients. This role is client facing with primary sales focus on the marketing… more
- JPMorgan Chase (Irvine, CA)
- …shifting priorities around their finances and their lives. Personal Advisors will work in a full time based office environment to support the full book of ... 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
- ADP (San Dimas, CA)
- ADP is hiring a ** Client Service and Product Support Specialist - Employment Tax.** + _Are you ready_ _to join a_ _company offering_ _career advancement_ ... You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what...Tax compliance laws. You will serve as a trusted advisor to clients and work with various ADP operational… more
- ADP (San Dimas, CA)
- ADP is hiring a ** Client Service & Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement opportunities throughout your ... Ready to #MakeYourMark? **Apply now!** **To learn more about Client Service at ADP, visit** https://jobs.adp.com/teams-roles/ client -service/ **What you'll… more
- Deloitte (Costa Mesa, CA)
- …As the Client Relationship Executive, you will: + Build trusted advisor relationships with key client executives through content-driven discussions aligned ... develop strategic relationships within the National Reconnaissance Office (NRO) Client Business Unit. Candidates should have strong relationship management skills… more
- CVS Health (Arleta, CA)
- …High School diploma or equivalent preferred but not required. **Anticipated Weekly Hours** 40 ** Time Type** Full time **Pay Range** The typical pay range ... techniques + Seek to further your product knowledge and client service skills. As a retail beauty advisor...range represents the base hourly rate or base annual full - time salary for all positions in the… more
- Wells Fargo (Irvine, CA)
- …role, you will:** + Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs ... proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as… more
- Bank of America (Newport Beach, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... supervise our Private Wealth advisors, and clients to ensure full compliance with laws, and policies while focusing on...of Ultra High Net Worth Families. These managers are client centric leaders in the organization. They are key… more
- BMO Financial Group (Newport Beach, CA)
- …as well as organic growth; (ii) ownership transition, including both partial and full liquidity options, and (iii) a wide range of general corporate finance topics. ... commercial bank to ensure the successful positioning of BMO as a valued-added advisor and financing source for strategic transactions. The VP/Director will lead in… more
- WSP USA (Costa Mesa, CA)
- …our market share to fulfill our goal that WSP become the preferred, trusted advisor to our clients. + Manages local client coordination and cross-selling efforts ... client delivery. + Drives growth through excellence in delivery and client relationship management and being a "trusted advisor ". People and Culture:… more
- WSP USA (Costa Mesa, CA)
- …our market share to fulfill our goal that WSP become the preferred, trusted advisor to our clients. + Manages local client coordination and cross-selling efforts ... client delivery. + Drives growth through excellence in delivery and client relationship management and being a "trusted advisor ". **People & Culture**… more