- Edward Jones (Irvine, CA)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...; Bachelor's degree preferred + 3-5 years of relevant experience in securities/ financial services industry preferred +… more
- Wells Fargo (Roseville, CA)
- …and outcomes. + Strong presentation, facilitation, communication capabilities, with experience leading advisor meetings. **Job Expectations:** + In-market ... after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required . + Obtaining and/or maintainingappropriate Financial Industry Regulatory… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …+ Prior trading experience not required + 1-2 years of experience in Financial Services, Wealth Management, or an RIA environment + Bachelor's degree ... be trading, with exposure to and learning from the Financial Advisor career path for at least... required + Strong attention to detail, interest in investments,… more
- Thrivent Financial (Irvine, CA)
- …drive total sales growth. + Inform and communicate with leadership team regarding financial advisor progress toward development and sales goals. + Facilitate ... of best practices or changes that directly impact new financial advisor launch. Market Leadership: + Work...or history of significant progress toward achievement preferred. + Experience in using the Thrivent Financial Advice… more
- Bank of America (Los Angeles, CA)
- …or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking ... your position requires SAFE Act registration, you will be required to register and to submit to the ...all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager… more
- Raymond James Financial, Inc. (San Jose, CA)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... of Financial Advisor expenses. + Creates reports to...School Diploma or equivalent and five (5) years of financial services industry service experience , or an… more
- Wells Fargo (Seal Beach, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Bank of America (San Francisco, CA)
- …results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client ... to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more
- University of Southern California (Los Angeles, CA)
- …in college Student Personnel, Higher Education/Student Affairs or Human Services field is required . + Work Experience : An ideal candidate will have at least ... California plays a vital role in shaping the student experience for over 9,500 residents living within USC Housing....a Graduate Residential College/Community Coordinator + Serve as primary advisor or co- advisor (with GRCC) to community… more
- JPMorgan Chase (Irvine, CA)
- …Current and Active Series 9/10 + At least 5 years of Advisor management experience or relevant industry experience required , coupled with a proven track ... needs. They are responsible for providing an exceptional client experience through remote channels by understanding client needs and...record of developing and coaching high performing Advisor teams Chase is a leading financial … more