- Lithia & Driveway (Costa Mesa, CA)
- … Chrysler Dodge Jeep Ram of Costa Mesa is growing, and we're looking for an experienced Automotive Service Advisor to join our high-performing service ... retention What We're Looking For + 2+ years of automotive service advisor experience (CDJR dealership experience strongly preferred) + Strong understanding of… more
- Columbia Bank (Irvine, CA)
- …turn-key approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa...Advisors will be eligible to have a dedicated financial service assistants as production grows. This helps you focus… more
- Thrivent Financial (Anaheim, CA)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding...on their journeys to financial clarity, empowering lives of service and faith. + Provide personal, actionable and achievable… more
- Charles Schwab (Irvine, CA)
- …quo" and transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... investment advisory solution, providing clients with a personal relationship, specialized service , and ongoing advice built on Schwab's approach to investing. You… more
- Charles Schwab (Irvine, CA)
- …the status quo" and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... investment advisory solution, providing clients with a personal relationship, specialized service , and ongoing advice built on Schwab's approach to investing. You… more
- Bank of America (City Of Industry, CA)
- Business Solutions Advisor - City of Industry Financial Center City Of Industry, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/City-Of-Industry/Business-Solutions- Advisor City-of-Industry-Financial-Center\_25045568) **Job Description:** At Bank of America, we… more
- Graphic Packaging International, LLC (Irvine, CA)
- Account Executive Advisor Requisition ID: 11997 Location: Irvine, CA, US, 92606 Department: Sales Travel: Up to 50% **If you are a GPI employee, please click the ... opportunities. Resolving problems and ensuring customers receive high quality customer service . Developing client retention and growth plans and strategies for… more
- Edward Jones (Newport Beach, CA)
- …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 the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...the way, providing:** + Comprehensive 6-month training including an experienced peer to help mentor you + A wide… more
- Thrivent Financial (Irvine, CA)
- …This role will foster a culture of excellence, compliance, and client-centric service , ensuring that advisors are equipped with the knowledge, skills, and resources ... the field training team to enable the development and execution of advisor training deliverables. Foster Growth within Existing Teams: + Support existing practices… more
- HUB International (Irvine, CA)
- …in mergers and acquisitions. This is a unique opportunity for an experienced compliance leader to join a multi-billion-dollar, high growth, dynamic company. This ... HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will… more
- KeyBank (Newport Beach, CA)
- …Low Income Housing Tax Credit (LIHTC) financing. With a national presence and an experienced team of more than 100 professionals serving clients coast to coast, CDLI ... Development Lending and Investment Team is looking for an experienced leader to join as Team Lead for the...ratings and drive meaningful revenue. **Job Functions** **Sales and Service :** The role will manage the financial performance of… more
- The Estee Lauder Companies (Anaheim, CA)
- …This role will work closely alongside the Education Manager to ensure consistency in service and to drive productivity and retail sales in all counters across the ... set the example and provide directions, support and develop consultant and beauty advisor to ensure that they have the skills required to successfully achieve… more
- City of Long Beach (Long Beach, CA)
- …Long Beach Department of Economic Development & Opportunity is seeking an experienced and forward-thinking leader to serve as its next Workforce Development Officer ... outcomes. + Serves as liaison to the State Regional Advisor and other oversight entities to ensure compliance with...Twelve (12) vacation days after the first year of service ; 15 days after four years, six months of… more
- Travelers Insurance Company (Orange, CA)
- …a local focus, positioning you as a strong business partner and trusted advisor who delivers exceptional value through local expertise and outstanding client ... service . We handle litigation arising from claims asserted against...results for Travelers' insured customers and will mentor less experienced attorneys. **What Will You Do?** + In the… more
- Volunteers of America Los Angeles (North Hollywood, CA)
- …casework services performed by the multi-disciplinary case management team. Primary clinical advisor to the Program Manager for the assigned unit. DUTIES AND ... of clinical case management techniques + Participates in and conducts in- service training programs and staff development activities + Provide quality assurance… more
- Deloitte (Costa Mesa, CA)
- …the growth of our practice by developing innovative tools, methodologies, and service offerings. + Responsible for the functional configuration and maintenance of ... client engagement, and communication skills, including experience building trusted advisor relationships. + Proficient in Microsoft Office (Word, Excel, PowerPoint,… more
- Deloitte (Costa Mesa, CA)
- …execution from strategy through implementation. + Serve as a trusted advisor to clients, providing SAP treasury, risk management, and technology advisory ... the growth of our practice by developing innovative tools, methodologies, and service offerings, and by supporting business development activities such as sales… more