Client-Focused Financial Services Rep — Hybrid
$52.8kCharles Schwab
Charles Schwab's service team educates clients on investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with clients on inbound calls, own issues, and strive for the best solution while pursuing licensing through the Schwab Service Academy. Starting pay begins at $52,800 during training, with a 10% annual bonus opportunity and a potential total compensation of $60,280 in your first year after licensing and performance-based pay increases. #J-18808-Ljbffr Charles Schwab
- ...Enhancement Group in Los Angeles is seeking an Associate Financial Planner to support Financial Advisors by... ...financial plans and analyses, guiding clients toward their long-term goals in a collaborative team. Hybrid schedule; base salary range $70,000-$80,000, exclusive...Suggested
$70k - $80k
Bank of America is looking for a professional to provide financial advisory services in Los Angeles, California. The role involves creating financial... ...plans, recommending investment strategies, and nurturing client relationships. Candidates must hold Series 7 and 66...SuggestedMonday to Friday- Bank of America is seeking a Financial Advisor in Los Angeles to provide comprehensive financial... ...banking strategies, and assisting clients in managing their investments. Candidates... ...one year of experience in the financial services industry. Strong relationship-building...Suggested
- Bank of America is looking for a dedicated financial advisor in Glendale, California. The... ...comprehensive financial advice tailored to client needs, managing relationships, and... ...licenses and have experience in the financial services industry. Strong communication and...Suggested
$125k - $150k
Cerity Partners LLC is seeking a Wealth Advisor in Los Angeles to manage client relationships and develop personalized wealth planning strategies. This full-time hybrid role requires a Bachelor’s degree and a minimum of 5 years' industry experience. You will lead client...SuggestedFull timeFlexible hours- ...wealth management professional to develop personalized financial strategies and engage clients through networking and portfolio management. You will learn... ...) and join comprehensive training to build a client-focused practice with mentorship and growth opportunities, all...Work at office
- ...their team in various locations. This role includes managing client projects that focus on health benefits strategies, creating deliverables, and... ...including comprehensive health plans, tuition assistance, and a commitment to hybrid work environments. #J-18808-Ljbffr Mercer
$25 - $30 per hour
A financial services firm is seeking a New Accounts Specialist in Los Angeles to manage account openings and client interactions. The ideal candidate has 2-3 years of experience in account... ...hr for a contract of 5 months, with a hybrid work model. #J-18808-Ljbffr MindlanceContract work- ...consulting firm is seeking an experienced Health Actuary Leader to join our Actuarial and Financial Consulting teams. This hybrid role requires managing client projects focused on health benefits strategies, leading financial evaluations, and collaborating with clients...
- ...Meagher & Flom LLP invites applications for a Client Accounting Coordinator in our Los Angeles hybrid office. The role focuses on client accounting analysis, billing... ...coordinating activity across practice areas to meet service guidelines. Ideal candidates have a Bachelor'...Work at office
- .... in Downtown Los Angeles is seeking a Sr. Financial Analyst to join the corporate Finance Team on a hybrid schedule. The role focuses on pricing strategies, budgeting, and forecasting, collaborating with attorneys and clients to manage expectations. The candidate will...Temporary work
- Atlas Financial Solutions in Los Angeles, CA is seeking a Financial Services Advisor to help clients assess goals and provide guidance on retirement planning, insurance, and wealth... ...build long-term client relationships in a hybrid/remote setup. Full-time or part-time...Remote jobFull timePart time
- ...and manage a book of high-net-worth clients. This position requires a minimum of... ...experience and a CFP designation. The role focuses on driving revenue growth, building... ..., and providing exceptional financial advisory services. The annual base salary is expected to...Work at office
- TwinThread is seeking a Private Client Advisor in Los Angeles, California. This role focuses on offering comprehensive financial planning and investment solutions to a diverse range of clients, ensuring an exceptional investor experience. The successful candidate will...
$70k - $80k
Bank of America is seeking a financial adviser in West Hollywood to provide financial advice and customized solutions to clients. The role involves triaging client leads, building financial plans, and recommending suitable products to clients. The ideal candidate will have...- JPMorgan Chase & Co. is hiring a Private Client Advisor in Los Angeles, CA, to deliver comprehensive financial planning and advice to individuals and... ...and a commitment to exceptional customer service, making it essential to focus on relationship management and client needs...
- ...United States is seeking dedicated individuals for a remote financial services position aimed at protecting families. This opportunity offers... ...flexibility to work from home while contributing to a team focused on guidance and security. The role emphasizes helping...Remote jobWork from home
- ...Los Angeles is seeking a client relations specialist to support... ...management within a financial institution. The role focuses on accurate processing of... ...and internal departments. Hybrid work arrangement in Los Angeles... ..., documentation, and service delivery. #J-18808-Ljbffr...
- JPMorganChase is seeking a talented individual for a role focused on operational support for financial advisors in Los Angeles, California. The ideal candidate will manage client relationships and assist with investment trade requests while adhering to compliance and operational...
- Jobtailor in Los Angeles, CA seeks a financial professional to engage with clients, understand goals, and develop comprehensive financial plans including investments, insurance, and retirement. You will monitor plans, adjust strategies, and build a client network through...Visa sponsorship
- Socket.dev is seeking a detail-oriented loan operations support professional in Los Angeles to manage client relationships and coordinate the gathering of complete credit file packages. You will interact with loan officers, brokers, and lenders while maintaining accurate...
- ...Banker to support the SAFE Act, assisting with sales, products, and service activities in coordination with the customer service team. The... ...loyalty while helping increase sales to individual consumer clients. The position involves handling small business product cross-...
$28 - $32 per hour
...Healthcare Our family of services comprises three... ...serving over 300 residential clients daily located across five... ...compassionate Patient Financial Services Representative... ...office setting with a focus on financial services or... ...! Ability to work hybrid 2/3 schedule (2x per week...Hourly payContract workFor contractorsFor subcontractorWork at officeLocal areaRemote work2 days per week- ...firms in the world, is seeking a Senior Financial Analyst - Client & Matter Management to join its... ...flexible working schedule that allows for a hybrid About the role As a Senior... ...with previous experience in a customer-focused position is desired Many of our...Flexible hours
- ...Our client is seeking a Financial Analyst to join their Los Angeles office. In this... ...management. This position is hybrid. Expected starting base... ...providing pricing advisory services and analytical support during... ...a strong customer service focus. Possess the ability to...Work at office
$27.22 - $33.26 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...at—all from Day One. Job Description Client Relationship Consultants build... ...available deposit and loan products and services, and recommending solutions based on each...Temporary workLocal area$27.22 - $33.26 per hour
Job Description Client Relationship Consultants build relationships with customers, engaging... ...available deposit and loan products and services, and recommending solutions based on... ...questions and learning about their financial needs and banking channel preferences. Identifies...Temporary work- DLA Piper seeks a Client Accounts Administrator to manage top-tier billing portfolios across US... ...submissions. The role collaborates with Legal Support Services and Accounting for streamlined client services. The position offers a hybrid work arrangement across multiple offices,...
- ...Financial Consultant – Mortgage & Banking Professionals... ...Los Angeles | Remote & Hybrid Flexibility | Training Provided Help Clients Beyond the Loan Process... ...rewarding career in financial services. If you enjoy helping... ...to develop strategies focused on: Retirement...Full timePart timeFor contractorsBank staffRemote workFlexible hours
- Mercer’s Health Actuarial and Financial Consulting team seeks a skilled actuarial professional for a hybrid role, requiring in-office work at least three days weekly. You will lead client engagements, review analyses for accuracy, and leverage AI-enabled tools to deliver...Work at office
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