- Robert Half Finance & Accounting (El Cerrito, CA)
- Description Ren Friedman is seeking a highly skilled and client -focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position ... and strategic advisory services to clients while driving exceptional client satisfaction and retention. In this collaborative, team-oriented environment, you'll… more
- Bank of America (Los Angeles, CA)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Bank of America (Rancho Santa Fe, CA)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Raymond James Financial, Inc. (Irvine, CA)
- …Become trained and skilled to effectively and efficiently function in the Financial Advisor role: + Develop client pipeline by prospecting, networking, community ... and support to prepare trainees for a successful career as a Financial Advisor . Raymond James advisors provide sound financial advice and counsel consistent with our… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …management, client strategy, and financial planning. + Experience supporting an advisor and managing client communications. + Proficiency with the Schwab ... Description Job Title: Lead Advisor Location: San Ramon; on site Salary: $100-120k...CPA firms for investment management support. + Participate in client meetings, taking detailed notes and following up on… more
- Southern California Edison (Pomona, CA)
- …assignments and projects whose outcomes are time sensitive, resource intense, high value client focused, and technical. The Advisor will partner with team ... Join the Clean Energy Revolution Become a Governance and Access Management Review Advisor at Southern California Edison (SCE) and build a better tomorrow. In this… more
- Thrivent Financial (San Francisco, CA)
- …and provide financial education to the local community + Research and respond to client inquiries + Collaborate with Lead Advisor on complex scenarios + ... high performing team is currently looking for a Financial Advisor - Team Support Launch. This position provides support...provides support to the San Francisco Peninsula Group existing client base. It serves as a resource to Financial… more
- Wells Fargo (Rolling Hills Estates, CA)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as.... **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such… more
- Wells Fargo (San Francisco, CA)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part.... **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such… more
- World Insurance Associates, LLC. (Irvine, CA)
- …and payroll & HR solutions . Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management ... niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more