• Branch Office Administrator

    Edward Jones (Westlake Village, CA)
    …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...every step of the way, providing:** + Comprehensive 6-month training including an experienced peer to help mentor you… more
    Edward Jones (08/30/25)
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  • Associate - Big Island So Cal Group

    Thrivent Financial (Lakewood, CA)
    …of Thrivent clients and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to ... The Associate reports to and is employed/contracted by the Financial Advisor . Thrivent Investment Management Inc. is...advisor . Must be willing to complete appropriate state training in order to sell Long Term Care if… more
    Thrivent Financial (07/15/25)
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  • Senior Registered Client Associate

    Wells Fargo (Palo Alto, CA)
    …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, 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
    Wells Fargo (08/30/25)
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  • Manager, Investment Services

    Atria Wealth Solutions (Dublin, CA)
    …24 or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations preferred ... and evaluate short and long-term business plans of the Financial Advisors and Sales Assistants. + Develop training...FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving… more
    Atria Wealth Solutions (08/14/25)
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  • Registered Client Associate

    Wells Fargo (Los Angeles, CA)
    …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, 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
    Wells Fargo (08/20/25)
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  • Beauty Sales Consultant

    CVS Health (Santa Barbara, CA)
    …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... + Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective upselling… more
    CVS Health (08/30/25)
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  • Operations Associate

    HUB International (San Rafael, CA)
    …Retirement Partners, LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under advisement, and $8.5B ... advisors in more than 120 offices throughout the United States, GRP's financial advisors provide investment services to over 9,000 retirement plans with over… more
    HUB International (08/15/25)
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  • Senior Sales Associate

    Kestra Financial (Palo Alto, CA)
    …desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and developing ... manage both client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility and… more
    Kestra Financial (06/09/25)
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  • Investment Consultant

    City National Bank (San Francisco, CA)
    …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
    City National Bank (08/24/25)
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  • Asset Management Group Undergraduate Intern

    PNC (Los Angeles, CA)
    …corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to ... a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and… more
    PNC (08/02/25)
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