- JPMorgan Chase & Co. (Beverly Hills, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.… more
- Sedaghat Agencies (Long Beach, CA)
- …most comfortable: their homes via Zoom Virtual Calls * Conduct Remote Client Consultations: Meet with clients (virtually) to understand their financial goals, assess ... their needs, and provide information about different solutions . This involves explaining policy features, coverage options, and premium costs. * Provide Customer… more
- Whittier Trust (Menlo Park, CA)
- …owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth ... private family assets, our teams employ a consulting approach to tailor solutions for complex family situations. Whittier Trust attracts professionals who have a… more
- Recruit Monitor (Los Angeles, CA)
- …Transfers, Getting Back Together, and also Company Activities that directly impact the Client / Advisor account. A specialist's failure to decipher or even refine ... Evaluation *Assessment of membership agreements or even transfer requests * Client / Advisor amount exceptions *Governing obligations (Instances: 2340 as… more
- NFP (Santa Ana, CA)
- …source documents for accuracy in collaboration with the Account Executive or Advisor / Client Executive. Begins to communicate directly with clients and carriers, ... risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please...with approval from the Account Executive or Advisor / Client Executive. *Creates and maintains … more
- NFP (Santa Ana, CA)
- …directly with clients and carriers, in collaboration with the Account Executive or Advisor / Client Executive. *Creates and maintains client files in ... significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit:… more
- Think Academy US (San Jose, CA)
- Job Title: Academic Advisor Job type: Part-Time 20-30 hours/week Location: Remote Intended Start Date: ASAP Who We Are: Think Academy US (www.TheThinkAcademy.com), a ... Your Role: Think Academy US is looking forPart-Time Academic Advisor for our Elementary and Middle school courses. Course...problem-solving, and a deep understanding of how to address client needs promptly and thoughtfully. As a Remote Academic… more
- Western Alliance Bancorporation (Carlsbad, CA)
- …participate in department training to augment banking knowledge for more effective work solutions and career growth opportunities. Respond to client requests and ... Job Title: Preferred Banking Advisor (Relationship Banker) Location: Carlsbad What you'll do:...single point of contact responsible for executing the full client life cycle for clients with a particular focus… more
- Morgan Stanley (San Francisco, CA)
- …retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor Screens new client prospects that are developed through leads and ... Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio Management Associate Director works with the Financial … more
- Jamie Grayem (Beverly Hills, CA)
- FINANCIAL ADVISOR $75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis MUST HAVE 7/66 (63/65) This position is subject to SAFE Act registration ... to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are...learn, adapts to new information and seeks the right solutions for clients. Is thorough and thoughtful in incorporating… more
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