- Nuveen Investments (San Francisco, CA)
- …with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell ... **Wealth Distribution Internal Advisor Consultant** The Wealth Distribution Internal Advisor Consultant proactively builds business partnerships… more
- Edward Jones (Irvine, CA)
- …create capacity and provide value to your community. **Job Overview** **Position Schedule:** Full - Time Branch Address: 4250 Barranca Pkwy Suite C, Irvine, CA ... ** Client advocate. Skilled communicator. Problem solver. Does that...A culture of continuous improvement and professional development + Full - time Associates receive the following benefits: +… more
- Bank of America (San Marcos, CA)
- …information. + Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written and ... Credit Solutions Advisor - San Marcos - Spanish Language Preferred...full capabilities of the bank + Analyzes the client 's financial needs and applies knowledge of borrowing and… more
- Kohl's (Sacramento, CA)
- …$19.60 - $27.45 Kohl's offers a variety of benefits to associates depending on full - time /part- time status and work hours, including: WORK LIFE BALANCE (PTO, ... About the Role As Beauty Lead Advisor , you will drive sales through an authentic...Sephora at Kohl's standards and ensure an excellent overall client experience. What You'll Do + Build strong … more
- Thrivent Financial (Newbury Park, CA)
- …make an impact on the people, causes and communities they love. This is a full time , onsite role. Job Description This position provides support to our existing ... client base by working with Lead Advisor or...Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2… more
- Bank of America (Los Angeles, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Bank of America (Aliso Viejo, CA)
- …with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering ... Credit Solutions Advisor - Aliso Viejo Aliso Viejo, California **To...full capabilities of the bank + Analyzes the client 's financial needs and applies knowledge of borrowing and… more
- City National Bank (West Hollywood, CA)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains...set strategies and provide wealth management services across the full product spectrum. * Analyze financial needs of clients… more
- Nuveen Investments (Walnut, CA)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks… more
- Kohl's (Livermore, CA)
- …$17.95 - $23.35 Kohl's offers a variety of benefits to associates depending on full - time /part- time status and work hours, including: WORK LIFE BALANCE (PTO, ... and Evening Availability Required About the Role As Beauty Advisor , you will drive sales through an authentic passion...with a consultative approach and ensure an excellent overall client experience. You will maintain expert knowledge of top… more