Financial Advisor
TradeJobsWorkforce90061 Los Angeles, 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 Downey, CA
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Client advisor • downey ca
Last updated: 7 hours ago
Customer Service Advisor
Express CareLAKEWOOD, CA, USFull-time +1
Sams Automotive LLC, a Valvoline Express Care operator, is hiring a Customer Service Advisor! You’ll create lasting impressions and build loyal customers by using your knowledge of our products and... Show more
Sales & Service Advisor
American Tire DepotMontebello, CA, USFull-time
We're a results-focused, performance-driven team that knows how to deliver.Every role here plays a key part in shaping an exceptional experience for our customers and for each other.We offer the ki... Show more
J.P. Morgan Wealth Management – Private Client Advisor - Lakewood, CA
JPMorgan Chase & Co.Lakewood, 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
LensCrafters - EyeCare Advisor
EssilorLuxottica GroupMontebello, CA, USPart-time
Benefits/Incentive Information.LensCrafters is a place for visionaries.We’ve got a vision for pairing state-of-the-art technology with a truly personal approach to eye care.Everything we do is cent... Show more
Sr. Talent Advisor
CIM GroupLos Angeles, California, United States, 90001Full-time
CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer.Our team of experts works together to identify and create value in real assets, benefiting the commu... Show more
Client Advisor, Montreal
Neuberger BermanLa Mirada, CaliforniaRemote
Full-time
Neuberger Berman, established in 1939, is a global, employee-owned investment management firm with over $540 billion (USD) in assets under management globally.Renowned for its active, research-driv... Show more
Client Advisor, A|X Outlet Citadel
Armani GroupCommerce CAPart-time
Client Advisor | A|X Outlet, Citadel | Part-Time.As an associate with Giorgio Armani Corporation, you will be part of a.As a Client Advisor, you will assist in the execution of.Your daily presence ... Show more
Client Support Engineer
PDS Inc, LLCLa Mirada, CA, USFull-time
Quick Apply
Identify, manage, escalation, and resolve technical issues.Install and configure software, print drivers, utilities, etc.Troubleshoot all information technology issues, including software, hardware... Show more
Client Advisor (Part-Time), A|X Los Cerritos
Armani GroupCerritos CAFull-time +1
Client Advisor | A|X Los Cerritos | Full-Time.As an associate with Giorgio Armani Corporation, you will be part of a diverse team, who you will work with to drive sales and provide an excellent cli... Show more
J.P. Morgan Wealth Management Private Client Advisor - Lakewood, CA
JPMorgan ChaseLakewood, 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
Client Advisor, Armani Outlet Citadel
Armani GroupCommerce CAPart-time
Client Advisor | Armani Outlet Citadel | Part-Time.As an associate with Giorgio Armani Corporation, you will be part of a diverse team, who you will work with to drive sales and provide an excellen... Show more
Preneed Advisor
Security National Life Insurance CompanyBuena Park, CA, USFull-time
Quick Apply
Preneed Advisor  About Us…   Security National Life is a solid company with more than 60 years in the market and growing.Based out of Salt Lake City, we represent funeral ... Show more
Beauty Advisor - Flex
SephoraDowney, United StatesFull-time +1
Lakewood Blvd, Downey, CA 90242, United States (US).Sephora—welcoming every client with warmth, confidence, and a passion for all things beauty.Through personalized consultations and expert product... Show more
Accounting & Client Billing Specialist
ProductsGoBuena Park, California, United StatesFull-time
Quick Apply
Be the Financial Backbone Behind Growing Brands.And scaling requires precision, accountability, and strong financial controls.Accounting & Client Billing Specialist.Notices discrepancies before... Show more
Financial Advisor
BmoSanta Fe Springs, CA, United StatesPart-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
Beauty Advisor
TradeJobsWorkForce90002 Los Angeles, CA, USFull-time
Greet customers upon their arrival Demonstrate proper use of makeup and skin care products Cross-sell beauty products, when appropriate (e.Identify customer needs and recommend cosmetics and skin c... Show more
Client Development Travel Specialist
Lees Dream VacationsBellflower, CA, USARemote
Full-time
Quick Apply
We’re currently hiring a full-time Remote Client Support Representative to join our team! In this role, you’ll be the go-to person for assisting clients, answering questions, and helping resolve an... Show more
- independent contractor (from $ 36,270 to $ 225,000 year)
- non cdl (from $ 41,096 to $ 225,000 year)
- clinical director (from $ 170,650 to $ 221,550 year)
- automation engineer (from $ 170,650 to $ 199,795 year)
- public works director (from $ 176,354 to $ 195,754 year)
- public works (from $ 176,354 to $ 195,754 year)
- pharmacist (from $ 111,394 to $ 193,721 year)
- marketing (from $ 46,800 to $ 191,100 year)
- physician assistant (from $ 126,360 to $ 185,973 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
TradeJobsWorkforce90061 Los Angeles, 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.