Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor Assistant Client Support & Admin Pro

Sackett Financial Group

Sackett Financial Group in Brea, California is looking for an experienced Financial Advisor Assistant to support our advisory team. This role involves providing operational support, client interaction, and managing paperwork. Candidates should bring two years of financial services experience and strong skills in customer service. The position offers a full benefits package, including medical and a 401K plan with matching. With a great office culture, this role is ideal for motivated individuals seeking growth in their finance careers. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor Assistant Client Support & Admin Pro in Brea, CA vacancy
  • $70k - $100k

     ...We are seeking an experienced Financial Advisor Assistant to join our independent Registered Investment...  ...our advisory team in assisting our clients meet their objectives. The financial...  ...providing administrative and operational support to financial advisors in a fast-paced... 
    Suggested
    Casual work
    Work at office
    Monday to Friday

    Sackett Financial Group

    Brea, CA
    5 days ago
  • An established industry player is seeking a detail-oriented Payroll Coordinator to manage payroll functions efficiently. This role involves processing payroll, maintaining employee records, and ensuring compliance with time and attendance policies. The ideal candidate ...
    Suggested

    TechDigital Group

    Brea, CA
    4 days ago
  •  ...Payable Specialist to join our finance team. This role involves managing outgoing payments, ensuring accuracy and compliance with financial policies, and improving accounts payable processes. The ideal candidate will have proven experience in accounts payable and a bachelor... 
    Suggested

    Professional Search Group

    Fullerton, CA
    4 days ago
  •  ...SKIMS is hiring a Payroll & HRIS Administrator in California to handle multi-state payroll processing and manage the UKG Pro HRIS system. The role demands 3–5+ years of payroll administration experience and a keen attention to detail in a fast-paced environment. Benefits... 
    Suggested

    SKIMS

    West Covina, CA
    20 hours ago
  •  ...A finance and business services firm in California is hiring a Finance Specialist to manage financial operations, including accounts receivable and payable tasks. The role entails maintaining spreadsheets, processing transactions, and conducting reconciliations. Candidates... 
    Suggested

    ISYS Solutions (CA)

    Brea, CA
    1 day ago
  •  ...Lot Associates in La Habra, California. In this role, you will assist customers with loading their vehicles and ensure a sufficient supply...  ...This position requires maintaining a welcoming environment and supporting customers’ needs as they enter or leave the store. Join The... 

    The Home Depot

    La Habra, CA
    3 days ago
  • $70.3k - $75k

     ...Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and...  ...products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (... 
    Internship
    Local area
    Monday to Friday

    Navy Federal Credit Union

    Fullerton, CA
    2 days ago
  • $75k

     ...Financial Services Assistant – State Farm Agent Team Member Successful State Farm Agent is seeking a qualified professional to join their winning team. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable... 
    Base plus commission
    For contractors
    Work at office
    Monday to Friday
    Weekend work

    Alex Mora - State Farm Agent

    Orange, CA
    2 days ago
  •  ...A leading financial services firm is seeking a Financial Consultant in California to provide clients with financial guidance and wealth management services. You'll build lasting relationships while navigating a supportive and innovative work environment. This role requires... 

    Fairygodboss

    Brea, CA
    5 days ago
  •  ...This role at CU SoCal in Financial Services would allow you to join...  ...Management team as a Financial Advisor associated with LPL Financial...  ...arrangement, with on-site support at local branches to service...  ...of business development and client-facing sales experience in the... 
    Local area
    Remote work
    Monday to Friday
    Flexible hours
    Afternoon shift

    Credit Union of Southern California

    Fullerton, CA
    4 days ago
  •  ...Hope International University is seeking a Director of Student Financial Services to counsel students on financial aid programs and...  ...strong communication and counseling skills. The role is vital to supporting students in navigating financial aid processes. #J-18808-Ljbffr... 
    Full time

    Hope International University

    Fullerton, CA
    1 day ago
  • $63.3k - $117.2k

     ...Provides financial and investment planning and advice in collaboration...  ...interest of the customer. Determines client needs and provides solutions...  ...to business partners. Supports the achievement of sales and performance...  ...for part-time roles will be pro-rated based on number of hours... 
    Contract work
    Part time
    Local area

    BMO Financial Group

    Santa Fe Springs, CA
    4 days ago
  •  ...Representative. This full-time role requires excellent communication and customer service skills, along with two years of experience in a financial institution. Responsibilities include handling member inquiries, processing transactions, and opening accounts. Benefits include... 
    Full time
    Flexible hours

    First City Credit Union

    West Covina, CA
    7 hours ago
  • $50k - $65k

    Financial Services Assistant - State Farm Agent Team Member Successful State Farm Agent is seeking a qualified...  ...customer relationships, educate clients on insurance options using a needs‑...  ...work toward meeting sales goals in a supportive team environment. Responsibilities... 
    Base plus commission
    For contractors
    Work at office
    Monday to Friday

    Alex Mora - State Farm Agent

    Anaheim, CA
    4 days ago
  •  ...Join a dynamic team as a Financial Services Assistant where you'll play a crucial role in enhancing customer relationships and providing valuable...  ...health, dental, and vision insurance. You'll thrive in a supportive environment that values growth and professional... 

    Alexmorainsurance

    Fullerton, CA
    7 hours ago
  • $24 - $26 per hour

     ...Finance Specialist to manage accounts receivable and payable functions. The role involves maintaining accuracy in financial tasks, providing executive assistance, and ensuring compliance with accounting policies. Candidates should have a high school diploma, knowledge in... 
    Hourly pay
    Full time

    Witt/Kieffer

    Brea, CA
    4 days ago
  • $34 - $44 per hour

     ...This full-time, in-office role involves managing accounts receivable and payable, administering QuickBooks Online, and generating financial reports. The ideal candidate will have over 3 years of experience in accounting roles and strong skills in Excel and QuickBooks. Candidates... 
    Hourly pay
    Full time
    Work at office

    Premier Talent Partners

    Anaheim, CA
    21 hours ago
  •  ...card and bank statements · Mails payment checks · Runs errands (i.e. to the post office, to the CPA, etc.) · Provides administrative support to Finance Manager and CFO · Greet and guide a visitor(s) to a meeting room(s) · Clean and organize meeting room after a meeting... 
    Internship
    Work at office

    Interplace

    Brea, CA
    7 hours ago
  • $16.9 - $24 per hour

     ...Opt For Healthy Living is seeking a Student Assistant for on-site support in Waste Management at CSUF. The ideal candidate will perform general office tasks and assist with various functions on campus. Candidates must be current CSUF students in good academic standing,... 
    Hourly pay
    Work at office

    OPT FOR HEALTHY LIVING

    Fullerton, CA
    4 days ago
  •  ...Loan Support Clerk - $32.68/hr Brea, CA - onsite 12 months+ Summary: Provides administrative and clerical assistance to the loan processing team by maintaining accurate records,...  .... Skills: Experience in a financial or administrative support role.... 
    Work at office

    Veterans Sourcing Group LLC

    Brea, CA
    4 days ago
  • Daiso USA is seeking a Retail Store Sales Associate in Whittier, California. In this position, you will engage customers, offer product insights, and help maintain a welcoming store environment. Ideal candidates demonstrate strong communication skills and a passion for ...

    Daiso USA

    Whittier, CA
    6 days ago
  • $23.19 - $28.35 per hour

     ...serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe...  ...from Day One. Responsibilities Client Relationship Consultants build relationships...  ...products and services to assist with meeting their financial... 
    Hourly pay
    Temporary work

    U.S. Bank

    La Habra, CA
    20 hours ago
  • $30.9 - $37.76 per hour

     ...serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe...  ...all from Day One. Job Description Client Relationship Consultants build...  ...digital products and services to assist with meeting their financial... 
    Temporary work
    Local area

    U.S. Bank

    Brea, CA
    1 day ago
  • Holiday Inn & Suites Anaheim seeks a Night Auditor responsible for balancing revenue and settling accounts nightly, along with other Guest Service Agent tasks. The role requires bookkeeping activities and responding to guest inquiries, ensuring high guest satisfaction. ...
    Daily paid
    Night shift

    Holiday Inn & Suites Anaheim

    Anaheim, CA
    3 days ago
  • Aimbridge Hospitality is seeking a Night Auditor for the Doubletree Hotel Los Angeles Norwalk. This role requires balancing books, creating daily reports, and efficiently greeting guests during the night shift. Ideal candidates will have a high school diploma and experience...
    Work at office
    Night shift

    Aimbridge Hospitality

    Norwalk, CA
    2 days ago
  • $27.22 - $33.26 per hour

     ...Job Description Client Relationship Consultants build relationships...  ...and learning about their financial needs, and banking channel preferences...  ...products and services to assist with meeting their financial...  ...policies, procedures and support systems Thorough knowledge of... 
    Temporary work
    Local area

    U.S. Bank

    Fullerton, CA
    1 day ago
  • $20.88 per hour

     ...Loan Support Clerk - Loan Servicing Genesis10 is currently seeking...  ...onsite position with a major financial institution located in Brea,...  ...administrative and clerical assistance to the loan processing team...  ...roles. With more than 300 active clients, Genesis10 provides access to... 
    Permanent employment
    Contract work
    Work at office

    Genesis10

    Brea, CA
    4 days ago
  •  ...A health organization is looking for a payroll professional to assist with payroll functions and ensure timely processing for all associated...  ...payroll discrepancies, data entry tasks in Kronos, and supporting HR with payroll inquiries. Competitive role with potential for... 

    Real Staffing

    Orange, CA
    1 day ago
  • $90.7k - $136.1k

     ...per week in the Brea office to support collaboration and business needs. As the Sr. Financial Analyst, you will drive the organization...  ...news, and equity markets. Assist in investor targeting, tracking...  ...standards and serve as a trusted advisor by providing fact‑based,... 
    Contract work
    Work at office

    enVista

    Brea, CA
    7 hours ago
  • $75k - $85k

     ...seeking a highly organized and proactive Sales Coordinator to support a fast‑paced sales team within an established home décor and lifestyle...  ...orders, shipment updates, product availability, and timelines Assist with preparing sales materials, reports, presentations, and... 
    Full time
    Work at office

    Motive Workforce

    Placentia, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor Assistant Client Support & Admin Pro. Be the first to apply!