- Segal (Los Angeles, CA)
- … organization at multiple levels and building influential rapport as a trusted advisor with both client employees and practice colleagues. The Senior Consultant ... strategies and, coordinates and monitors effective project execution and service delivery. * Manages and maintains client ...and service delivery. * Manages and maintains client relationships at the Vice President of Human Resources… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …relationshipYour subject matter expertise will be used to address unique and complex client service requestsYour appreciation for working in a dynamic and ... Your RoleYou are providing the highest level of customer service to Fidelity s most sophisticated and most valued...as well as income and retirement planningPartnering with the Advisor and implementing a structured client contact… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …licenses.Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industryExperience with ... and demonstrates ultimate ownership and accountability. Acting as the client s \u201Ctrusted advisor .\u201DIdentifying and maintaining consistent formal/informal… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can ... investment solutions and growing relationships with a dedicated local advisor . The Expertise We re Looking ForEffectively utilizing Fidelity...one-on-one appointments to make the best use of the client s time, as well as plan for post-appointment… more
- SHI (Los Angeles, CA)
- **Job Summary** The Client Advisor will focus on developing new business with existing customers and acquiring new customers across a focused Named Account List, ... composed of Fortune 1000 businesses. As a Client Advisor , you will primarily focus on...possess a professional attitude + Strong interpersonal and customer service skills + Self-motivated with ability to work with… more
- JPMorgan Chase (Beverly Hills, 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 ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Gap Inc. (Los Angeles, CA)
- …the BR journey as we create what's next. **About the Role** As a Banana Republic Client Advisor , you will create aspirational and on trend looks that enhance the ... understanding of designers, brands, and seasonal trends. As a Client Advisor , you will provide a superior...Advisor , you will provide a superior level of service through an inclusive environment that inspires brand loyalty… more
- Bank of America (Santa Monica, CA)
- …and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) ... Merrill Financial Solutions Advisor - West Los Angeles Market Los Angeles,...achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …goals for assets under management and required production. * Provides a high level of client service . * Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
- Bank of America (Encino, CA)
- Merrill Financial Solutions Advisor - Valley Coast Market Westlake Village, California;Santa Barbara, California; San Luis Obispo, California; Encino, California; ... and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and… more
- Thrivent Financial (Glendale, CA)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor… more
- Atria Wealth Solutions (Pasadena, CA)
- …of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Pasadena, ... commitment to the highest standards of ethics and quality service . As a credit union, First City Credit Union...than 56,000 members, and is searching for a Financial Advisor to participate in their mission "To empower our… more
- H&R Block (Beverly Hills, CA)
- **498807BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... 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
- Citigroup (Los Angeles, CA)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- ANINE BING (Los Angeles, CA)
- Sales Advisor ANINE BING is looking for a Sales Advisor / Stylist to join the team at Pacific Palisades. The Sales Advisor (which we refer to as Stylist) is ... sales team to drive sales through customer relationship selling and 1:1 personalized service experience. The ideal candidate is eager to cultivate and grow customer… more
- US Bank (Los Angeles, CA)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- Atria Wealth Solutions (Los Angeles, CA)
- …LLC. (SPF), a subsidiary of Atria Wealth Solutions is looking for a Financial Advisor to work remotely in an in-house capacity and serve as a centralized resource ... the Greater Los Angeles, CA area. Our In-House Financial Advisor is responsible for: + Focus on sales and... is responsible for: + Focus on sales and service of existing house accounts and assigned accounts from… more
- Atria Wealth Solutions (Los Angeles, CA)
- CUSO Financial Services, LP (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal ... billion in assets. Learn more about LAPFCU at https://www.lapfcu.org/. As a Financial Advisor your responsibilities include, but are not limited to, the following: +… more
- Acosta Group (Torrance, CA)
- …and innovative technology that helps improve their lives. **Position Overview** Our Beauty Advisor will represent our client , Dyson, and their premium line of ... **Beauty Advisor - Dyson** Location**CA - TORRANCE** **Are you...in a salon environment + Experience in retail, customer service , and/or sales preferred + Access to reliable vehicle… more
- Wells Fargo (Beverly Hills, CA)
- …Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - ... role:** Wells Fargo is seeking a Next Gen Financial Advisor - Wealth Brokerage Services, as part of Wealth...service + Provide financial information, investment profiles, and client financial needs to more experienced financial advisors +… more
