- Edward Jones (Irvine, CA)
- ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... licensed branch associates are highly visible members of the client team, working under the leadership of a financial... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become an IT Architect (System Design), Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, ... IT and drive the implementation and adoption of technology solutions in response to business needs and requirements. As...and requirements. As an IT Architect (System Design), Senior Advisor , your work will help power our planet, reduce… more
- Edward Jones (Winters, CA)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… more
- Comerica (San Diego, CA)
- … client needs, biases and objectives. Assess opportunities and determine alternatives and solutions to meet client needs. Obtain client commitment and ... manage issue by navigating internal territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …financial planning and client service excellence. About the Role: As an Advisor , you will manage the day-to-day operations of client service teams, providing ... Description Job Posting: Advisor A nationally recognized and rapidly growing Registered...analytical, operational, and administrative support throughout the client lifecycle-from onboarding to long-term relationship management. You'll serve… more
- City National Bank (Los Angeles, CA)
- * ADVISOR SENIOR - FOREIGN EXCHANGE* WHAT IS THE OPPORTUNITY? The Senior Foreign Exchange advisor plays a pivotal role in driving the growth of our foreign ... exchange (FX) sales desk. This client -facing position requires exceptional leadership, strong sales expertise, communication skills, and the ability to navigate… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Wealth Advisor / Lead Wealth Advisor A nationally recognized, purpose-driven wealth management firm is seeking experienced and client -focused ... who want to make a meaningful impact. Key Responsibilities Client Relationship Management + Act as a Personal CFO,...(CFP(R)) designation required. + 4+ years of experience for Advisor role; 6+ years for Lead Advisor … more
- Edward Jones (Ontario, 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...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Senior Wealth Advisor - Independent RIA Location: Mill Valley, CA | Hybrid (2-3 days in office) Compensation: $175,000 - $200,000 DOE + Bonus + Profit ... Share Jennifer Fukumae is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a Senior Wealth Advisor .… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Fukumae is partnering with an RIA in San Francisco to identify a Lead Advisor . This firm manages more than $30 billion in assets across 2,000+ high-net-worth ... colleagues, and the global community live richer lives. Lead Advisor - Wealth Management San Francisco, CA | $150k-$200k...+ Act as the first point of contact for client communications. + Review client portfolios and… more