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Client advisor Jobs in Orange, CA

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Client advisor • orange ca

Last updated: 23 hours ago

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

ChaseWestminster, 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

Admissions Advisor

Southern California Institute of TechnologyAnaheim, California, United States
Full-time

The Admissions Advisor is a member of the Admissions Team whose primary responsibility is to manage the admissions life cycle for all the schools' applicants from their initial inquiry to their new... Show more

Client Advisor

Compagnie Financire Richemont SACosta Mesa, CA, United States
Full-time

Your mission will be to deliver personalized premium client experience by demonstrating the expertise with curiosity/humility, connecting creating true long-term relationships with clients, making ... Show more

Client Advisor/ Keyholder, South Coast Plaza

OTB GroupCosta Mesa, CA, United States
$18.00–$19.00 hourly
Full-time

Client Advisor/ Keyholder, South Coast Plaza.Since 1994, Marni has been recognized as the most artistic, color-savvy, life embracing, off-beat brand in the luxury segment.A constant aspiration to s... Show more

Temporary Full-Time Client Advisor, South Coast Plaza

KHAITECosta Mesa, CA, United States
$23.00–$25.00 hourly
Full-time

Temporary Full-Time Client Advisor, South Coast Plaza.KHAITE is a way of looking at the world.Shaped by formative encounters, cultural touchstones, and secret desires, this point of view comes to l... Show more

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

JPMorgan ChaseWestminster, 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

Edward JonesOrange, CA, United States
$45,000.00–$100,000.00 yearly
Full-time

Join a financial services firm where your contributions are valued.Edward Jones is a Fortune 500 company where people come first.With over 9 million clients and 20,000 financial advisors across the... Show more

Client Manager

IMA Financial GroupAnaheim, CA, United States
$75,000.00 yearly
Full-time

The Client Manager oversees a dedicated book of business comprised primarily of lower-complexity clients, delivering consistent service and lifecycle support.This role serves as a primary point of ... Show more

EyeCare Advisor

EssilorLuxottica GroupSanta Ana, CA, US
Part-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

Client Advisor

Better Debt SolutionsIrvine, CA, United States
$20,000.00–$40,000.00 yearly
Full-time

Better Companies is a multi-brand financial services organization providing debt relief, tax support, and business funding solutions.We're strengthening our operations, refining our systems, and bu... Show more

Service Advisor

Tustin HyundaiTustin, CA, US
$16.90 hourly
Full-time

As a Service Advisor, you will own our customer’s experience in the service lane.You are the first point of contact with our customers and will be well-versed in product offerings, inventory needs,... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyAnaheim, CA, United States
$61,000.00 yearly
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

Financial Advisor

Northwestern MutualAnaheim, CA, United States
$61,000.00 yearly
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

Service Advisor

Tustin ToyotaTustin, CA, United States
Full-time

The Service Advisor is the center of communication for service/repair activities and the liaison between customers and the technicians.Serving as the primary point-of-contact for all automotive ser... Show more

Client Advisor, South Coast Plaza

PradagroupCosta Mesa, CA, United States
Full-time

Client Advisor, South Coast Plaza.Fondato nel 1913 in Italia, il Gruppo Prada si costruito su una tradizione di eccellenza e con una visione di innovazione.Il Gruppo, leader mondiale nel settore d... Show more

Future Client Advisor Opportunities | South Coast Plaza

BurberryCosta Mesa, California, US
$26.00–$28.00 hourly
Full-time

At Burberry, we believe creativity opens spaces.Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities.Thi... Show more

Commercial Insurance Client Advisor

AcrisureCosta Mesa, CA, United States
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

SAINT LAURENT Senior Client Advisor Costa Mesa

KeringCosta Mesa, CA, United States
$23.00 hourly
Full-time

About Saint Laurent: Founded in 1961, Yves Saint Laurent was the first couture house to introduce the concept of luxury prt--porter in a 1966 collection called 'Rive Gauche', synonymous with youth ... Show more

Service Advisor

Fullerton FordFullerton, CA, US
Full-time

The responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed.They may also set up loaner cars and verify insurance before ma... Show more

Service Advisor

Super Service Auto ShopsPlacentia, California, United States
$60,000.00 yearly
Full-time
Quick Apply

We are looking for a full time automotive service advisor, service writer or customer service intern who will also write service 5 days a week at the leading independent auto repair shop in CA.We w... Show more

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

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

ChaseWestminster, CA, United States
30+ days ago
Job type
  • Full-time
Job description

Private Client Advisor

At J.P. 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 commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required Qualifications, Capabilities, and Skills

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred Qualifications, Capabilities, and Skills

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.