• JPMorgan Chase & Co. (Newport Beach, CA)
    …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and… more
    Upward (07/02/25)
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  • Macy's (Brea, CA)
    …part of what makes this such a special place to work. Job Overview As a Cosmetic Sales colleague, also known as a Beauty Advisor , your focus is to support the ... building a client base and nurturing strong client relationships in order to meet sales ...competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your… more
    Upward (07/27/25)
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  • Edward Jones (Carlsbad, CA)
    …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… more
    Upward (07/10/25)
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  • H&R Block (Beverly Hills, CA)
    …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
    Upward (07/16/25)
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  • JPMorgan Chase & Co. (San Francisco, CA)
    …offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with ... delivering exceptional client service, operational marketing, and administrative support to our...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
    Upward (07/23/25)
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  • PIMCO (Newport Beach, CA)
    …to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description We are seeking a dynamic and experienced ... Messaging & Positioning : Translate complex investment strategies into compelling, client -centric messaging aligned with PIMCO's brand for institutional and retail… more
    Upward (07/25/25)
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  • Adastra Corporation (Newport Beach, CA)
    …resume. Location: United States (Remote) Status: Full-Time, Permanent Responsibilities: Provide Sales and account management support to Adastra US Executives Meet ... monthly and quarterly sales objectives Prepare and submit weekly sales ...current clients: Ensuring Customer Success and acting as a client advocate is the core of this role Establish… more
    Upward (06/30/25)
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  • City National Bank (Los Angeles, CA)
    …and analysis; provides product documentation and training; and serves as technical advisor on matters concerning the designated product and/or product line. WHAT ... the product group; solutions developed as the result of client needs; suggestions from the line or Product Review...expert for a variety of issues - advice/guidance on sales , "How to position and sell product", operational support… more
    Upward (07/06/25)
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  • Axiom (San Francisco, CA)
    …insights to junior team members. About You: You have a background in B2B client service and have extensive experience consultative sales role where you exceeded ... Getting to know your clients: You will define the client experience by building durable relationships, inspiring trust, and...Collaborating: At Axiom we pride ourselves on our cross-functional sales culture. This is a not a role for… more
    Upward (07/20/25)
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  • Payments Sales Advisor

    PNC (Linda, CA)
    …valued and have an opportunity to contribute to the company's success. As a Payments Sales Advisor within PNC's Linga organization, you will be based in Florida. ... **Job Description** + Independently provides sales /relationship support for one or multiple products. Responds to...advice on products, service features and pricing. Engages with client to enhance and grow existing business. + Responds… more
    PNC (06/14/25)
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