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
- Enterprise Bank & Trust is seeking a Financial Services Representative for the Los Angeles metropolitan area. The role focuses on opening new accounts, handling teller transactions, and responding to customer inquiries in person and by phone. Strong math, problem-solving...Suggested
- ...Pros is looking for a sharp, competitive, client-focused advisor who understands credit and... ...be standing between a client and their financial goals * Explain credit, scoring, utilization... ...finance, banking, or financial-services experience is a major plus. Most importantly...Suggested
$22 - $27 per hour
Universal Banker (Teller & Client Relationship Banker) #3541 About... ...be dedicated to processing financial transactions, maintaining operational... .... The remaining 50% will focus on building client... ...cross-selling bank products and services, generating referrals, and deepening...SuggestedHourly payFor contractorsWork at officeRemote 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...SuggestedRemote jobFull timePart time
- ...seeking a motivated Loan Officer to help clients navigate the loan process, assess... ...recommend suitable loan products based on financial data. You will collaborate with underwriters... ...loans while delivering excellent customer service. #J-18808-Ljbffr West Capital LendingSuggested
- 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...
$59k - $66.5k
...industry together. Schwab’s service team plays a critical role in helping clients feel confident about their financial futures. As a Licensed... ...If you’re licensed, client‑focused, and motivated by making a... ...make a lasting impact. Our Hybrid Work and Flexibility approach...Work at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- ...a first-class experience to clients within J.P. Morgan's U.S. Private... ...knowledge of investments, financial planning, credit and banking... ...Private Banking or Financial Services Bachelor's Degree required Series... ...finances to better define, focus and realize their goals. #J-...Temporary workWork experience placementLocal area
- ...emphasizes accurate cash handling, customer service, and product referrals. The position offers full... ...package and opportunities for growth within a community-focused bank. Bilingual English/Chinese is preferred for serving a diverse client base. #J-18808-Ljbffr Cathay BankFull time
- ...in a Chase Branch. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions and help meet clients... ...and collaborate with your team to deliver superior service. You will engage clients in person and by phone, educate...
- ...hiring a Teller in Los Angeles, California. This entry-level role supports branch activities, delivering client-facing services and processing transactions with a focus on accuracy and efficiency. You will handle cash, identify referral opportunities, and educate clients...Full timePart time
- ...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
$20 - $22.6 per hour
Join to apply for the Client Relationship Consultant 1 (Banker) - Topanga Canyon Vallarta... ...we serve to make better and smarter financial decisions and enabling the communities we... ...available deposit and loan products and services, and recommending solutions based on each...Temporary workPart timeLocal area- ...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
- ...environment and providing clients with exceptional services. What it Means to Work... ...preparation and review of financial statements, including but... ...years, the EA RESIG team has focused on working with medium- to... ....com #LI-KW1 #LI-Hybrid Preferred Location: Los...Local area
$85.1k - $161.7k
...leading provider of professional services to the middle market globally... ...of change, empowering our clients and people to realize their... ...clients on strategic planning, financial planning and analysis (FP&A),... ...modeling Equity, Debt, and hybrid instruments as they relate to...Full timeWork experience placementInternshipLocal area- ...Exciting Security Analyst / Engineer - Threat & Cortex XSIAM (Hybrid) Requirements ~3 plus years of experience in cyber security... ...concerning developments, as necessary. Triaging tactical reporting to focus on serious threats and/or those likely to be perceived as such...
- JPMorgan Chase Wealth Management is seeking a Wealth Client Specialist who focuses on holistically addressing the wealth needs of High Net Worth... ...You will market and sell JPMorgan Chase wealth management services and collaborate with a team to provide high level advice...
- EP Wealth Advisors in Los Angeles is seeking a client relationship professional to support the advisor team, qualify leads, and coordinate... ..., 2+ years in relationship management or sales within financial services; CFP certification preferred. #J-18808-Ljbffr EP Wealth...
- ...Los Angeles. This role involves taking ownership of client relationships and delivering tailored financial strategies to high-net-worth families. You'll... ...The firm is recognized for its supportive, advisor-focused environment, offering a unique opportunity for professionals...
$120k - $300k
...income portfolios, as well as financial services including wealth management,... ...developing and managing new client relationships. The Wealth... ...Exempt Position can be on-site, hybrid, or remote Reports to the... ...prospective clients Client-centric focus and attitude A team player...Full timeLocal areaRemote work- ...Development Program seeks a candidate to work with high-net-worth clients, identifying needs, developing relationships, and proposing... ...emphasizes obtaining licensing, building trust, and driving client-focused plans, with structured in-office training and clear performance...Work at office
- JPMorgan Chase & Co. is hiring a Private Client Advisor for Chase Wealth Management... .... You will deliver comprehensive financial planning and investment advice to... ...or to obtain within 60 days), and a focus on fiduciary client service, ethical standards, and corporate values...
- New York Life Glendale seeks experienced financial professionals to join a dependable team focused on insurance and investments. Build a long-term financial strategy for clients, with access to extensive resources and training programs. We offer substantial income potential...
$100k - $121k
...management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net-worth clients. The role demands strong analytical skills... ...reflecting the value of teamwork and client-focused culture. #J-18808-Ljbffr Virtus Investment Partners...- ...Job Description General Summary: Provide exceptional member service; using Automated Decision Systems, process loan applications and... ...Coordinate sales efforts with the appropriate department (Insurance, Financial Services, etc.) as needed. Achieve assigned goals....Work at officeMonday to Friday
- ...Asset Management practice within Financial Institutions.This highly... ...growth, deliver exceptional service, and strengthen The Hanover's... ...States and offers remote or hybrid work flexibility. The role requires... ...Institutions with a focus on asset managers, including...Full timeLocal areaRemote work
- ...SMBC Group is a top-tier global financial group. Headquartered in Tokyo... ...a diverse range of financial services, including banking, leasing,... ...institutional, and municipal clients. It connects a diverse client... ...and suggest solutions. Hybrid working: Recommend working in...Full timeWork experience placementWork at officeLocal areaWork from homeWorldwide
- ...seeking a Fund Accountant to support fund operations, financial reporting, and investor communications. The ideal... ...-functional teams. This full-time role offers a hybrid work model within a strong team environment focused on mentorship and professional growth. #J-18808-...Full time
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