- Wells Fargo (Beverly Hills, CA)
- **About this role:** Wells Fargo is seeking a Next Gen Financial Advisor - Wealth Brokerage Services, as part of Wealth and Investment Management. Learn more ... for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory -...client service and financial goals within the Financial Advisory - Bank function + Review basic or… more
- Edward Jones (Valencia, CA)
- …**Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- Platt College Los Angeles, LLC. (Anaheim, CA)
- …opportunities in a growing organization. + Compensation Range: $ 20.00-24.00 /hour The Financial Aid Advisor helps applicants and existing students develop a ... their educational expenses while attending Platt College. The FA Advisor assists students with the financial aid...+ High School Degree or GED is required + Associate degree or above in related fields of accounting,… more
- H&R Block (Los Angeles, CA)
- **498808BR** **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 ... stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and...service needs. We assist our clients in reaching their financial goals year-round. **Job ID:** 498808BR **City:** Los Angeles… more
- Raymond James Financial, Inc. (Pasadena, CA)
- …including setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client(s). * Manages budgeting and tracking ... Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...of Financial Advisor expenses. * Creates reports to… more
- Wells Fargo (Beverly Hills, CA)
- …of business at wellsfargojobs.com . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- JPMorgan Chase (Los Angeles, CA)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Raymond James Financial, Inc. (Los Angeles, CA)
- …branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative...and client-specific reporting as needed for review by the financial advisor . * Creates and maintains records… more
- H&R Block (Los Angeles, CA)
- …client relationships that will grow stronger each year. Joining H&R Block as a **Block Advisor Accelerated Tax Associate ** means you will have the support of an ... state requirements + High school diploma or equivalent **Posting Title:** Block Advisor Accelerated Tax Associate **Sponsored Job:** \#6551 **Pay Range… more
- DHS Headquarters (Long Beach, CA)
- …President with the advice and consent of the Senate, is the Department's chief legal advisor and principal legal advisor to the Secretary of DHS and, has final ... determinations within the Department and its components. Responsibilities As the Associate Chief Counsel, the incumbent is the principal legal representative of… more
- Morgan Stanley (Los Angeles, CA)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a… more
- Equitable (Los Angeles, CA)
- Wealth Management Associate - CA, Los Angeles (3458) ( PIN\_34445 ) **Primary Location** : UNITED STATES-CA-Los Angeles **Organization** : Equitable Advisors ... by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...90 days as a Preliminary Employment Program ("PEP") Prospective Associate , you will be eligible for medical insurance through… more
- Bank of America (Los Angeles, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Private Wealth Client Associate Los Angeles, California **Job Description:** At Bank...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Grifols Shared Services North America, Inc (Los Angeles, CA)
- …solutions and services in more than 110 countries and regions. ** Associate Sales Representative - Overlay - Southern California** **Location:** Southern California, ... visit our website: http://www.grifols.com **Summary:** Primary responsibility of the Associate sales representative is to represent the Grifols plasma portfolio… more
- Stryker (Los Angeles, CA)
- …award-winning organization by visiting stryker.com **Stryker** Position Title: Trauma Sales Associate **Company Overview** Stryker is one of the world's leading ... at www.stryker.com. **About the Role** As a Trauma Sales Associate , you will work with a high degree of...and committed to building strong relationships as a trusted advisor to our clients. **Required Skills** + **Integrity:** Reliable,… more
- ADP (San Dimas, CA)
- ADP is hiring an ** Associate Client Service & Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement opportunities ... from state and federal agencies. + **Be a Trusted Advisor and Problem Solver.** You will use a breadth...center experience OR a minimum of two years of Insurance/ Financial Institution experience. + Over the phone and in… more
- Deloitte (Los Angeles, CA)
- …reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax and legal and can effectively ... + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management… more
- Deloitte (Los Angeles, CA)
- …compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and can effectively address ... + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management… more
- ADP (Culver City, CA)
- …(HRO).** + **_Are you ready for your next best job where you can elevate your financial future?_** + **_Are you looking to grow your career with a formal career path ... life-long friendships here. + **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall… more
- ADP (Culver City, CA)
- …+ Are you ready for your next best job where you can elevate your financial future? + Do you want to join a fast-paced, inclusive environment with a culture ... friendships here. + **Collaborate Daily** . You will serve as a trusted advisor , partner, and ADP ambassador to accountants, internal partners, and overall network… more