- Logicalis (Corona, CA)
- …local to Corona, CA Metropolitan Area, as this role requires regular client site visits Provides comprehensive professional services delivery as related to ... and provides subject matter expertise (SME) and implementation guidance to client and within Logicalis. Essential Duties and Responsibilities * Performs… more
- Fidelity TalentSource LLC (Seal Beach, 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 (Anaheim, 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 (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 ... 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 (Los Alamitos, CA)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Development Program- Consumer Investments- Los Angeles Region...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Bank of America (Irvine, 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 - Greater Orange County Market Irvine, California;Newport...achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
- Thrivent Financial (Irvine, 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 (Irvine, CA)
- **498815BR** **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 (Fullerton, 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 (Mission Viejo, 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
- Bank of America (Irvine, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... Financial Solutions Advisor - Consumer Investments - Southern CA Region...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more
- Bank of America (Irvine, CA)
- …* Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. * Has a proven sales track record. * ... Business Solutions Advisor - Woodbridge Financial Center - Language of...This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients… more
- Acosta Group (Mission Viejo, 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 - MISSION VIEJO** **Are...in a salon environment + Experience in retail, customer service , and/or sales preferred + Access to reliable vehicle… more
- Zions Bancorporation (Irvine, CA)
- …and large), CB&T has been active for 70 years and has more than 80 full- service branch offices across the state. This dedication has helped the bank earn recognition ... bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence...We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in… more
- Acosta Group (Fullerton, CA)
- **Sales Advisor - Sony** Location**CA - FULLERTON** **Are you a fan of the newest consumer technology products?** **Then ActionLink needs you on our Home Electronics ... home cinema entertainment by representing our Fortune 100 global client , Sony, and their market-leading line of televisions, sound...store by teaming up to deliver world class customer service ** + **Complete same-day online survey using our App… more
- BMO Financial Group (Newport Beach, CA)
- …management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an ... understanding of and care for the client through proactive delivery of holistic advice and solutions...build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. +… more
- Kohl's (Laguna Niguel, 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
- EFI Global (Anaheim, CA)
- …CARE, THERE'S A PLACE FOR YOU HERE EFI Global is a full- service engineering, fire investigation, environmental, health and safety, and specialty consulting services ... and areas of deferred maintenance then provide appropriate recommendations to the client on what the deferred maintenance items are and the estimated cost… more
- Kohl's (La Habra, 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
