- 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...Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance… more
- JPMorgan Chase (Temecula, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management, you ... customers want. You will lead a team of a Financial Advisors who service a wide range of clients,...capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track… more
- JPMorgan Chase (San Francisco, CA)
- …Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with ... their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong...+ Strong ability to build effective relationships FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19… more
- Wells Fargo (Beverly Hills, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- JPMorgan Chase (San Francisco, CA)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and...proficient user of Word, PowerPoint, and Excel FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19… more
- 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 ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- 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
- Bank of America (San Jose, CA)
- …focused and effective. **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning ... knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance , Income Tax Planning, and Investment Management and a...equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
- Atria Wealth Solutions (Dublin, CA)
- …24 or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations preferred ... Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union... institution products and services, as well as, life insurance , annuity and securities products. + Strong practical understanding… more
- 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