- Fidelity TalentSource LLC (Thousand Oaks, 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
- JPMorgan Chase (Northridge, 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
- Bank of America (Woodland Hills, 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 - Valley Coast Market Westlake Village, California;Santa...achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
- Raymond James Financial, Inc. (Westlake Village, 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
- Thrivent Financial (Santa Clarita, 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
- H&R Block (North Hollywood, CA)
- **498804BR** **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 (Burbank, 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
- US Bank (Sylmar, 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
- Gilead Sciences, Inc. (Santa Monica, CA)
- …self-motivated, set appropriate priorities, and deliver results timely. + Must have strong client service orientation. + Must have excellent written and verbal ... and Clinical Legal and serve as the main legal advisor to assigned projects as well as business partners....clients or other attorneys.** **Serve as the main legal advisor and business partner to assigned projects and functions**… more
- US Bank (Thousand Oaks, CA)
- …what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products ... in tailored investment management and insurance services based upon a client 's unique situation. Basic Qualifications - Bachelor's degree, or equivalent work… more
- Kohl's (Newbury Park, CA)
- …truck unload, etc. + Minimum Qualifications + Authentic passion for beauty + Client facing Retail or Service Industry experience + Excellent written and ... environment Minimum Qualifications + Authentic passion for beauty + Client facing Retail or Service Industry experience...for beauty + Client facing Retail or Service Industry experience + Excellent written and verbal communication… more
- US Bank (Woodland Hills, CA)
- …for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around ... client that meets and exceeds client needs....- Ability to partner with colleagues to identify and service unique clients needs - Well-developed analytical and problem… more
- Kohl's (Moorpark, CA)
- …unload, etc. Minimum Qualifications + Authentic passion for beauty + 3+ years Client facing retail or service industry experience + Excellent written and ... Sephora training team, and other partners. + Builds strong Client loyalty and drives sales through a hospitality mentality....upsell products and services. + Provides credibility to the Client through their knowledge of products and beauty trends.… more
- Morgan Stanley (Sherman Oaks, CA)
- *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated ... client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against...in developing a business plan and delivering against a client service model * Support the team's… more
- Bank of America (Westlake Village, CA)
- …a difference. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- ADP (Woodland Hills, CA)
- **ADP is searching for the next Major Accounts Client District Manager** **Does this sound like you?** **Fearless.** Embraces opportunities and challenges the status ... urge to persevere until you get it right. **Trusted Advisor .** Lives integrity and delivers on promises every time....it happen! Every day, our extraordinary Sales team gains client and prospect trust and establishes long-term partnerships. As… more
- CVS Health (Tarzana, CA)
- …beauty trends and techniques + Seek to further your product knowledge and client service skills. As a retail beauty advisor , you are a CVS beauty sales ... to our customers, you will provide friendly, knowledgeable sales service to every client who enters the...out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based… more
- The ODP Corporation (Tarzana, CA)
- **Overview** At Office Depot Inc., the Service Advisor - Key Carrier (KC) is a part-time role providing "total solutions" to our customers encompassing Products, ... a trusted advisor by utilizing provided training to support sales offerings. The Service Advisor - Key Carrier will demonstrate a passion for the brand,… more
- Morgan Stanley (Woodland Hills, CA)
- …* Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider by using ... The role is responsible for ensuring a consistent, positive client experience to help ensure all commitments are completed... meetings with or on behalf of the Financial Advisor / Private Wealth Advisor * Engages… more
- City National Bank (Commerce, CA)
- …the activities of branch personnel towards attainment of branch goals, including sales, client service and proper credit quality and risk management. Responsible ... sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular...of assigned branch with particular emphasis on managing a client -driven sales and service environment. This may… more
