Wealth & Investment Advisor
Kohr Financial and Insurance Services
Kohr Financial and Insurance Services is seeking a Financial Advisor or Investment Advisor Representative to join their team in Seal Beach, California. This role involves aiding clients in achieving their long-term financial goals through tailored investment and insurance strategies. Responsibilities include establishing client relationships, assessing financial situations, and developing strategies to meet client objectives. The ideal candidate should possess prior experience in finance, strong analytical skills, and excellent communication abilities. #J-18808-Ljbffr Kohr Financial and Insurance Services
- Bank of America is seeking a Financial Advisor in Fountain Valley, California, to provide comprehensive advice and customized solutions... ...referrals, and meeting clients to review their financial and investment goals. Candidates should hold Series 7 and 66 licenses and...Suggested
- Bank of America is seeking a motivated advisor to assist clients in achieving their financial goals. This role entails building financial plans utilizing a variety of brokerage products. Applicants should possess licenses such as Series 7 and 66, along with experience in...SuggestedWork at office
$50 - $60 per hour
...s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which...SuggestedHourly payContract workFor contractorsWork experience placementRemote work- ...leading financial services company is seeking a Private Client Advisor to provide comprehensive financial planning and advice. This... ...responsible for building a book of business and delivering personalized investment solutions, while also embracing digital innovations to enhance...Suggested
- J.P. Morgan Chase is looking for a Private Client Advisor in Westminster, California. The role involves providing comprehensive financial planning and investment solutions to clients. Applicants should have at least 2 years of experience in a Financial Advisor position,...Suggested
- Description: Air Treatment Corporation is a dynamic, collaborative work environment. We understand the expectations of highquality customer service, therefore we actively search and promote a cohesive team that is formulated to exceed expectations. Air Treatment Corporation...Hourly payContract workFor contractorsFor subcontractorRelocation
- Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account...
$130k - $170k
Job Description Experience: Senior Level Salary: $130,000 - $170,000 per year Essential Duties Responsible for the selection, design, configuration, administration, and monitoring of security controls, including maintaining reliability, performance, and availability of...Flexible hours$77.35k - $104.65k
Job Description At Boeing, we innovate and collaborate to make the world a better place. We’re committed to fostering an environment for every teammate that’s welcoming, respectful and inclusive, with great opportunity for professional growth. Find your future with us....Permanent employmentContract workRelocationVisa sponsorshipWork visaRelocation packageFlexible hoursShift workDay shift- Quality Talent Group is assisting a leading financial services employer in New Jersey looking to hire bankers for their Consumer, Small, and Business Banking division. Ideal candidates will have strong customer service skills and the ability to maintain compliance with...Full timePart time
- Australia-Employment is seeking a Sr. IT Security Analyst based in Seal Beach, California. This role involves overseeing security controls, risk assessments, and development of security technologies. The ideal candidate will have over 6 years of experience in security and...
$50 - $60 per hour
...s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which...Hourly payContract workFor contractorsWork experience placementRemote work- Chase is looking for a Private Client Advisor in Seal Beach, California, to provide exceptional financial planning and investment solutions to individuals and families. Candidates must have experience in client acquisition and a strong commitment to delivering personalized...
$70.32k
JPMorgan Chase Bank, N.A. in Westminster, CA is seeking a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions. The ideal candidate will have at least 2 years of experience in a Financial Advisor role, demonstrating client...- TwinThread is looking for a Private Client Advisor in Westminster, California. The role involves providing comprehensive financial planning and advice to clients, emphasizing relationship management and client acquisition. Successful candidates will demonstrate integrity...
$1,600 per month
...and fiscal forecast; process budget amendments and transfer of funds; review budget expenditures and revenues. Assist in the investment of vital funds, reconciliation and investment earnings and the preparation of the monthly investment report. Administer the cash...Full timeContract workTemporary workFor contractorsWork at officeLocal areaFlexible hours- Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Immediate startAfternoon shift
- ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect... ...personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud...Immediate startAfternoon shift
$25 - $31 per hour
Relationship Banker Relationship Bankers build meaningful, long-term client relationships by exhibiting breakthrough client service standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice...Weekend work- Koitecc Solutions is looking for a Relationship Banker in Westminster, California to enhance customer experiences and deepen client relationships. You'll be at the forefront of client interactions, ensuring exceptional service with modern banking solutions. The ideal candidate...
$89.7k - $149.5k
Portfolio Maintenance Manager Position Type: Full time Weekly Scheduled Hours: 40 State: California City: Seal Beach Zip Code: 90740 Total Base Pay Range: $89,700.00 - $149,500.00 Overview: AvalonBay Communities, Inc...Full timeWork at officeLocal area- ...Union City, CA 94587 What You Need To Know Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people – and equips them with leading technology, continuous learning, and the ability to bring their best selves to work....Full timeLocal areaFlexible hours
- ...specialist credit data provider across the US, UK & Europe . We are a financial technology company that works with the world’s largest investment banks, asset managers, and hedge funds. We are looking for an experienced Financial Credit Analyst hire based in the United...Remote work
$50 - $60 per hour
...s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which...Hourly payContract workFor contractorsWork experience placementRemote work$100k - $150k
...financial performance, strategic initiatives, and long‑term vision are communicated effectively, fostering relationships within the investment community. In this role, you will focus on aligning the company’s strategy, growth opportunities, and business objectives with...Permanent employmentLocal areaFlexible hours$36.73 - $45.38 per hour
...technology, healthcare IT, and business services. You will own the end-to-end credit process - from initial deal screening through Investment Committee presentation to ongoing portfolio surveillance - producing institutional-quality work product that drives credit...Hourly pay- ...supporting our diverse workforce. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational... ..., and administrative support to Private Client Advisors. Job responsibilities Support Advisors’ book of business...
- JPMorgan Chase & Co. is looking for a Private Client Investment Associate in Westminster, California. This role focuses on delivering exceptional... ...client service and operational support to Private Client Advisors, managing relationships, and ensuring compliance with...
$90k - $100k
...thousands of global fashion influencers, and more than 500 emerging, established and owned brands. Through 16 years of continued investment in technology, data analytics, and innovative marketing and merchandising strategies, we have built a powerful platform and brand...Hourly payFlexible hours$23 - $27 per hour
Job Description Job Description Build Relationships. Build Futures. Build Your Career. Must be willing and able to commute throughout our branch-network with milage reimbursement At Orange County’s Federal Credit Union (OCFCU), banking is personal—always has ...Hourly payWeekday work
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