Financial Advisor
TradeJobsWorkforce94158 San Francisco, CA, USFull-time
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial s... Show more
Client advisor Jobs in Berkeley, CA
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Client advisor • berkeley ca
Last updated: less than 1 hour ago
Client Care Coordinator
ComForCare Home Care - Contra Costa WestOrinda, CA, US$25.00 hourly
Part-time
ComForCare Home Care is seeking a Client Care Coordinator to lead new client intake, conduct in-home assessments, develop care plans, coordinate start of care, and maintain ongoing client relations... Show more
Remote Travel Advisor
Roamarae Global TravelOakland, California, United StatesRemote
Full-time +1
Quick Apply
We are looking for enthusiastic and service-driven individuals to join our team as Remote Travel Advisors.In this role, you will help clients plan and book memorable travel experiences, including c... Show more
Beauty Advisor
Ulta Beauty, Inc.Alameda, California, United States$17.00 hourly
Full-time +1
A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash... Show more
Senior Property Advisor
US001 Marsh USA LLCEmbarcadero,San Francisco$195,000.00 yearly
Full-time
Marsh USA LLC is seeking candidates for the following full-time position based in the San Francisco, CA office (A hybrid work schedule may be permitted within a commutable distance from the worksit... Show more
J.P. Morgan Wealth Management - Private Client Advisor - Alameda, CA and Surrounding Areas
JPMorgan Chase Bank, N.A.Alameda, CA, US$70,320.00 yearly
Full-time
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more
Service Advisor
Mercedes-Benz of OaklandOakland, CA, USFull-time
Established in 1966, Euromotors Auto Group's Mercedes-Benz of Oakland has been serving generations of Bay Area residents and Mercedes-Benz owners for decades.As one of the oldest family-owned Merce... Show more
Financial Advisor
BmoBerkeley, CA, United States$63,300.00 yearly
Part-time
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee... Show more
J.P. Morgan Wealth Management Private Client Advisor - Alameda, CA and Surrounding Areas
JPMorgan ChaseAlameda, CA, United StatesFull-time
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more
J.P. Morgan Wealth Management Private Client Advisor - Alameda, CA and Surrounding Areas
ChaseAlameda, CA, United StatesFull-time
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more
Work From Home - Client Benefits Advisor
AO Garcia AgencyRichmond, California, United States, 94801Remote
Full-time
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ... Show more
Service Advisor/Writer
Automotive World IncBerkeley, CA, US$55,000.00 yearly
Full-time
Competitive salary based on experience and qualifications.Opportunities for career growth and advancement within our established organization.Collaborative and supportive work environment with a fo... Show more
Benefits Support Advisor
AO Globe LifeOakland, CA, USFull-time
Quick Apply
AO Globe Life is seeking motivated professionals to join our fully remote team as Remote Member Benefits Specialists.In this role, you will help families and individuals across the United States un... Show more
Beauty Advisor - Flex
SephoraEmeryville, United StatesFull-time +1
Bay St, Emeryville, CA 94608, United States (US).Sephora—welcoming every client with warmth, confidence, and a passion for all things beauty.Through personalized consultations and expert product re... Show more
Technical Customer Advisor
KellyRichmond, California, US$25.00 hourly
Temporary
For those who want to keep growing, learning, and evolving.We at Kelly® hear you, and we’re here for you! We’re seeking a Technical Customer Advisor to work at a premier client i... Show more
Client Executive / Principal
PBKBerkeley, CA, United StatesFull-time
The Client Executive will serve as a top-level manager in a successful, growing firm.They will interact regularly with senior representatives of current and prospective clients.The Client Executive... Show more
The average salary range is between $ 64,480 and $ 80,000 year , with the average salary hovering around $ 80,000 year .
- software development manager (from $ 220,000 to $ 273,000 year)
- nuclear medicine (from $ 153,470 to $ 250,984 year)
- veterinarian (from $ 115,000 to $ 250,000 year)
- python developer (from $ 135,000 to $ 244,125 year)
- office administrative assistant (from $ 47,840 to $ 243,900 year)
- vp of engineering (from $ 68,428 to $ 237,500 year)
- embedded systems engineer (from $ 133,875 to $ 222,134 year)
- product director (from $ 157,500 to $ 220,750 year)
- applications engineer (from $ 149,709 to $ 218,500 year)
- startup (from $ 136,250 to $ 216,250 year)
- Carmel, IN (from $ 46,810 to $ 197,750 year)
- Jacksonville, FL (from $ 66,000 to $ 191,250 year)
- Newark, NJ (from $ 64,560 to $ 185,200 year)
- Detroit, MI (from $ 74,950 to $ 182,500 year)
- Indianapolis, IN (from $ 55,000 to $ 177,210 year)
- Cincinnati, OH (from $ 34,125 to $ 172,500 year)
- Houston, TX (from $ 47,000 to $ 171,375 year)
- Pasadena, CA (from $ 64,480 to $ 170,000 year)
- Chicago, IL (from $ 51,000 to $ 166,803 year)
- New York, NY (from $ 47,840 to $ 165,971 year)
The average salary range is between $ 46,802 and $ 126,169 year , with the average salary hovering around $ 62,436 year .
Financial Advisor
TradeJobsWorkforce94158 San Francisco, CA, US30+ days ago
Job type
- Full-time
Job description
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.