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Client advisor Jobs in Long Beach, CA

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Client advisor • long beach ca

Last updated: 3 days ago

FINANCIAL ADVISOR

Jamie GrayemLong Beach, CA, United States
Full-time

Base Salary + Quarterly Production Bonus + Full Benefits.This position is subject to SAFE Act registration requirements.Pursuant to the SAFE Act requirements, all employees engaged in residential l...Show more

Beauty Advisor

Ulta Beauty, Inc.Long Beach, California, United States
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

Beauty Advisor - Dyson

ActionLinkLONG BEACH, CA
Full-time
Quick Apply

Step Into a Glam Role as a Dyson Beauty Advisor!.Ignite your passion for beauty and let your personality shine!.ActionLink is seeking a vibrant, outgoing beauty lover to join our team as a.Imagine ...Show more

Customer Service Advisor

Express CareLAKEWOOD, CA, US
Full-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

Client Advisor

California Manufacturing Technology ConsultingLong Beach, CA
Full-time

To serve as a trusted advisor providing solutions that increase the productivity and competitiveness of California's manufacturers.CMTC is currently seeking talented resources to join our Field Ope...Show more

Block Advisor Tax Advisor

H&R BlockLong Beach, 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

Physician Advisor

St Mary Medical CenterLong Beach, CA
Full-time

Job Summary and Responsibilities.As our Physician Advisor you will play a critical role in promoting evidence-based standards of medical care while maintaining appropriate utilization of Hospital r...Show more

District HRPD Advisor

PCL ConstructionLong Beach, CA, US
Full-time

The future you want is within reach.PCL Family of Companies (PCL), we don’t just build projects—we build opportunities, careers and communities.We are 100% employee-owned, every employee has a stak...Show more

Service Advisor

Caruso Ford Lincoln MazdaLong Beach, CA, US
Full-time

If you’re a mechanically-minded car enthusiast with stellar customer service skills, this job is for you! Our dealership seeks an automotive service advisor who loves greeting customers, assessing ...Show more

Financial Advisor

BMOLakewood, CA, USA
Full-time +1

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

Financial Advisor

Northwestern MutualLong Beach, CA, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go...Show more

District HRPD Advisor

PCL Construction, Inc.Long Beach, CA, US
Full-time

Leads and advises on HRPD programs, policy, practices, and compliance for assigned client groups.Develops and executes a recruitment plan with appropriate sourcing strategies.Participates in distri...Show more

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

JPMorgan ChaseLakewood, CA, United States
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

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

ChaseLakewood, CA, United States
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

Financial Advisor

Northwestern Mutual Life Insurance CompanyLong Beach, CA, United States
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show more

Sales & Service Advisor

American Tire DepotSan Pedro, CA, US
Full-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

Client Services Coordinator

Miller Children's HospitalLong Beach, California, US
Full-time

MemorialCare is a nonprofit integrated health system that includes four leading hospitals, award-winning medical groups – consisting of over 200 sites of care, and more than 2,000 physicians throug...Show more

Client Success Specialist

TopMark Funding LLCLong Beach, California, United States
Full-time

Step into your next big opportunity with TopMark Funding—a leader in commercial vehicle financing, and a place where driven people thrive.Here, you'll help businesses move forward with smart, flexi...Show more

Financial Advisor/Agent

Kohr Financial and Insurance ServicesSeal Beach, CA, United States
Full-time

Financial Advisor or Investment Advisor Representative.We seek a Financial Advisor or Investment Advisor Representative to join our team! We will provide strategies and knowledge in investments and...Show more

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FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie GrayemLong Beach, CA, United States
22 days ago
Job type
  • Full-time
Job description

Financial Advisor

$75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefits. Must have 7/66 (63/65). This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We Provide:

  • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
  • Marketing strategies to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
  • Potential opportunities for professional growth.
  • Leadership opportunities, including leading client and conference seminars

Required Skills:

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
  • Is a self-starter who efficiently manages time and capacity.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Skills:

  • Proven ability to partner and promote lead generation.
  • Experience balancing investment management, sales activities and new client development.
  • Strong computer skills and the ability to multitask in a demanding environment.
  • A bachelor's degree, preferably in business-related field.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  • Obtained insurance licenses.