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Client advisor Jobs in Glendale, CA

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Client advisor • glendale ca

Last updated: 18 hours ago

Private Client Advisor II

Bank of AmericaLos Angeles
Full-time

This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.Key responsibilities incl...Show more

Block Advisor Tax Advisor

H&R BlockGlendale, CA, United States
Full-time

At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show more

Private Client Advisor

Mercer FranceGlendale, CA, United States
Full-time

Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w...Show more

Private Client Advisor

International Search ConsultantsLos Angeles, CA, United States
Full-time

Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth ...Show more

Client Advisor

ACRISUREGLENDALE, CA
Full-time

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie...Show more

Private Client Advisor

Henley & PartnersLos Angeles, CA, United States
Full-time

As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.Why choose Henley...Show more

J.P. Morgan Wealth Management Private Client Advisor - Glendale, CA

JPMorgan ChaseGlendale, CA, United States
Full-time

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...Show more

Advisor

Aveson Charter SchoolAltadena, CA, USA
Full-time
Quick Apply

Teachers take on the role of and are referred to as Advisors.Advisors are responsible for working with students along a learning and teaching continuum to develop instruction that aligns with our P...Show more

Private Client Advisor

Marsh & McLennanGlendale, CA, United States
Full-time

Award-winning, inclusive, top workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w...Show more

Sales Consultant & Client Advisor

Cinematech Seating Inc.West Hollywood, CA, US
Full-time

Sales Consultant & Client Advisor .This position is a sales and client facing role – travel to Dallas, TX for training is required.CinemaTech is the leader in luxury home theater design.For over 25...Show more

Client Executive - Private Client Services

Alliant Insurance ServicesLos Angeles, CA, United States
Full-time

Job Opportunity At Alliant Insurance Services.Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms.We operate through a network of ...Show more

Private Client Advisor

Henley & Partners - The Firm of Global Citizens®Los Angeles, CA, US
Full-time
Quick Apply

Joining Henley & Partners As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship ...Show more

Asset Management - Internal Client Advisor Independent Broker Dealer - Associate

ChasePasadena, CA, United States
Full-time

JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading investment solutions.Our wide array of fi...Show more

Client Advisor #2241

Pivotal Talent SearchLos Angeles, CA, United States
Full-time

Prefer candidates candidates that speak Korean, Japanese or Mandarin.Welcomes clients warmly and ensures a professional environment.Engages clients to assist, respond to inquiries, and provide expe...Show more

Private Client Advisor

Community BankLos Angeles, CA, United States
Full-time

Exact compensation may vary based on skills, experience and/or education, and location.This position is also eligible for commission.Essential Duties and Responsibilities.Complies with and stays ab...Show more

Client Advisor

MCM WORLDWIDEBeverly Center
Full-time

Responsible for providing exceptional sales and customer service.Initiates and builds relationships and core personal business through creative selling and use of client-book, mailings, and complet...Show more

Private Client Advisor

Oliver Wyman, LLCLos Angeles, CA, United States
Full-time

Award-winning, inclusive, top workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w...Show more

 • New!

Private Client Advisor

US012 Marsh & McLennan Agency LLCNorth Brand,Glendale
Full-time

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people.The industry’s brightest talent drive our efforts to deliver purposeful w...Show more

Remote Client Advisor

AO Globe LifeLos Angeles, CA, US
Remote
Full-time
Quick Apply

AO Globe Life is hiring qualified, mission-driven professionals to support veterans and their families through structured virtual consultations.This fully remote opportunity is designed for individ...Show more

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Private Client Advisor II

Private Client Advisor II

Bank of AmericaLos Angeles
30+ days ago
Job type
  • Full-time
Job description

Description

:
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

  • Leads the Client Process Management Process within the client team to identify new business development opportunities
  • Sources new clients in alignment with the bank's established risk appetite
  • Leads the client team to deliver meaningful interactions and a Branded Client Experience
  • Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
  • Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
  • Encourages use and adoption of digital capabilities to enhance the client and client team experience
  • Builds relationships with internal and external partners and centers of influence

Required Qualifications:

  • Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
  • 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience​
  • Ability to drive new business development for target client segment ($3MM++ investable assets)
  • Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
  • High touch, client-focused individual with exceptional interpersonal skills
  • Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
  • Ability to influence; proactively asks for and closes business
  • Solutions oriented; sales and financial aptitude a must
  • Must be a skilled negotiator
  • Ability to work with and identify the need for team specialists; collaborate closely with other team members
  • Takes on a leadership role on the team and within the business community​
  • The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINR

Desired Qualifications:

  • MBA or Post-Graduate Degree
  • CFP, CPA, CFA, CTFA, CFM or JD a significant plus​

Skills:

  • Business Development
  • Client Management
  • Client Solutions Advisory
  • Prospecting
  • Wealth Planning
  • Analytical Thinking
  • Oral Communications
  • Referral Management
  • Relationship Building
  • Risk Management
  • Active Listening
  • Attention to Detail
  • Collaboration
  • Decision Making
  • Loan Structuring

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159)Pay and benefits informationPay range$100,000.00 - $275,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.