- City National Bank (Los Angeles, 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 ... work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...7 and 63 and 65 or 66 * California Insurance License *Additional Qualifications* * The SFA shows demonstrated… more
- TIAA (Sherman Oaks, CA)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required +… more
- Agiliti Health (CA)
- **POSITION SUMMARY** The Clinical Advisor is a key member of the Solutions team and ensures our internal and external customers are trained on SES products and ... desired outcomes of all SES product + Training all sales , ops and other internal teams on SES product...of benefits for regular, full-time, non-union employees including: health insurance options for Medical, Dental & Vision plans, Short-… more
- Thompsons Auto Group (Placerville, CA)
- …improvement, teamwork and fun are at the forefront. Position Summary The Service Advisor serves as a vital link between customers and the service department, ... services, and managing labor rates to enhance profitability. The Service Advisor 's dedication to customer satisfaction directly supports Thompsons Auto Group's… more
- US Bank (Rancho Palos Verdes, CA)
- …Day One. **Job Description** This position is designed to be a developmental Financial Advisor at the Associate level. Under the guidance and in partnership with a ... senior advisor , this advisor will learn and develop...two years of industry related experience in a financial sales or wealth position - Will need FINRA Series… more
- BMO Financial Group (Los Angeles, CA)
- …and non-FDIC investment products. + Series 7, 63 and 65/66 licenses. + Insurance sales license. + Expert business development experience with successful track ... interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap… more
- James Perse Los Angeles (Malibu, CA)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME CLIENT ADVISOR FOR OUR MALIBU LOCATION OBJECTIVE OF THE POSITION The Client Advisor is responsible for achieving all ... DUTIES AND JOB RESPONSIBILITIES + Achieve daily, monthly, and annual sales targets. + Establish relationships with clients and manage communication consistent… more
- Lithia & Driveway (Temecula, CA)
- …DCH Honda of Temecula DCH Honda of Temecula Experienced Service Advisor Pay: $80,000-$130,000 annually based on performance Schedule: 7am-5pm with rotating ... days As a Service Advisor you will be responsible for initiating automotive services...PTO + Short and Long-Term Disability + Paid Life Insurance + 401(k) Retirement Plan + Employee Stock Purchase… more
- JPMorgan Chase (Long Beach, CA)
- Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... impact on our business. As a Community Home Lending Advisor in Chase Home Lending, you will join a...+ A Bachelor's degree or equivalent work experience in sales and/or real estate + Five years of proven… more
- Zions Bancorporation (San Diego, CA)
- …in the Western United States. We are currently in search of a dedicated **Wealth Advisor ** to join our team of bank partners in the San Diego marketplace. At ... + Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor , your role will be to build wealth management relationships through… more