Wealth & Investment Advisor: Shape Clients’ Futures
KOHR Financial & Insurance Services
KOHR Financial & Insurance Services is seeking a Financial Advisor or Investment Advisor Representative to join our team in Seal Beach, CA. We provide strategies and knowledge in investments and insurance to help clients reach long-term financial goals. You will build connections, assess financial positions, and craft tailored plans aligned with client visions. The role emphasizes relationship-building, client education, and ongoing strategy refinement to support clients' financial journeys. #J-18808-Ljbffr KOHR Financial & Insurance Services
$205k - $240k
...public and private markets. We invest our clients’ capital across a range of... ...Since 1971, our people have shaped our organization through a... ...thought leader and trusted advisor to our clients.JOB DESCRIPTION... ...strategies spanning managed futures, alternative risk premia and...SuggestedFull timeFlexible hours- Mercer Advisors seeks a Wealth Advisor to work in a client-focused, team-centered environment under Wealth Path leadership, supporting region-wide business... ..., onboarding new clients, and SME guidance across investments, taxes, and financial planning. Strong collaboration...Suggested
- Mercer Advisors seeks a Wealth Path Wealth Advisor to support region-wide business development and client service. You will work under Wealth Path leadership alongside Managing Directors... ...coordinate financial planning, tax, and investment guidance. The role requires 5-25 years...SuggestedLocal area
$175k - $240k
...public and private markets. We invest our clients’ capital across a range of... ...Since 1971, our people have shaped our organization through a... ...thought leader and trusted advisor to our clients.Position DescriptionPIMCO... ..., and supporting future‑focused business and client...SuggestedFull timeFlexible hoursShift work- JPMorganChase is seeking a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions to clients in California. The ideal candidate... ...relationships, support clients across all wealth levels, and drive a culture of diversity while...Suggested
- ...an enthusiasm for helping our clients, taking care of our employees... ...and inclusion. Using a broad investment product and thought... ...Investment Associate in J.P. Morgan Wealth Management, you will provide... ...administrative support to Private Client Advisors within Wealth Management.Job...
$45.9k - $75.9k
...opportunity to help launch new locations, shape team culture, and drive client growth from day one. We’re looking... ...loyalty and identify immediate / future opportunities. Engages customers... ...(e.g. everyday banking, retail investments, lending solutions, home financing...Full timeContract workPart timeLocal areaImmediate startDay shift- ...Bank of America is hiring for a front-line client associate to engage customers in the lobby, educate them on self-service banking, and process cash transactions. You will build relationships to understand financial needs and connect clients with appropriate solutions...Work at office
$203.76k - $249.04k
...designation. The position offers competitive pay between $203,760.00 - $249,040.00, including comprehensive benefits from day one. Join us in making a positive impact on client retirement income and shaping the future of the industry. #J-18808-Ljbffr Pacific Asset Management, LLC- 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...
- Mercer Advisors is seeking a Wealth Path Wealth Advisor to work in a client-focused, team-driven environment. You will support region-wide business development and... ...ones while collaborating with senior leaders on investments, tax, and estate planning. The role requires...
$130k - $300k
...influence nearly 20% of the world's investible assets. Every day, our teams... ...to collaborate with clients, driving transformative solutions... .... Together, we power the future of finance, and this is what... ...for the role of Director, Wealth Advisor to join our Wealth Management...Temporary workWork experience placementLocal areaWorldwideFlexible hours- ...performance Flexible schedule About the Role: Americade Home Health Agency is looking for a driven and passionate Home Health Client Acquisition Specialist (marketer) professional to join our growing team in Westminster, CA. This is an exciting opportunity to make...Work at officeWork from homeFlexible hours
$105.4k - $207.8k
...Step into a role where you’ll help shape the future of finance. As part of our Finance Transformation... ...CFOs, finance leaders, and executive clients to solve their most complex challenges... ..., as well as through our own investments, commitments, and actions across areas...Local areaVisa sponsorship- JPMorganChase in Huntington Beach is seeking a qualified professional to support financial advisors by handling operational requests and maintaining strong client relationships. The role includes managing account reviews, engaging in risk management, and ensuring compliance...
- J.P. Morgan Chase in Newport Beach, CA is seeking a Private Client Investment Associate to provide client service, operational support, and wealth-management assistance to Private Client Advisors within Wealth Management. The role involves processing account openings, money...
- Bank of America is seeking a Financial Advisor in Fountain Valley, California, to provide... ...advice and customized solutions to clients aiming to achieve their financial goals.... ...meeting clients to review their financial and investment goals. Candidates should hold Series 7...
- Jobtailor is seeking a customer-oriented banking professional to engage clients in the lobby and guide them through self-service options such as mobile and online banking or ATM transactions. You will handle cash transactions, educate clients on using digital tools, and...
- Chase is seeking a Relationship Banker to build and manage client relationships in a branch setting in California. You will deliver welcoming, knowledgeable service and use banking tech solutions to help clients meet financial goals. You will collaborate with experts to...Weekend workAfternoon shift
- Bank of America is hiring in California to engage clients in lobby transactions, educate on self-service options, and guide financial solutions. The role focuses on accurate cash handling, building client relationships, and delivering a high-quality client experience across...Weekend work
- ...CA seeks a Branch Relationship Banker to deliver a full-service banking experience and build personalized relationships with branch clients. You will handle deposits and loans, assist with service needs, identify client financial goals, and refer customers to appropriate...Full timeMonday to Friday
- Bank of America is hiring for a client-facing role in California that centers on engaging customers in the lobby, guiding them through self-service options like online and mobile banking, and handling cash transactions accurately. The position emphasizes understanding...Weekend work
- Bank of America in Cerritos seeks an enthusiastic client service representative to engage with clients in the lobby and assist them with banking transactions. You will foster relationships and help clients navigate financial services, ensuring compliance with established...Hourly pay
- Bank of America is hiring to support in-branch client education and transactions, with a focus on delivering personalized financial solutions. The role emphasizes in-person service, digital self-service literacy, and building lasting client relationships within a dynamic...
- JPMorganChase's Chase branch is seeking a Relationship Banker to deliver hospitality, build lasting client relationships, and leverage digital tools to meet financial needs. You will represent the brand and help clients navigate banking solutions with care. Ideal candidates...Weekend workAfternoon shift
- Bank of America is seeking a client-facing associate to educate clients in the lobby, process cash transactions, and connect customers... ...collaborate with specialists in small business, lending, and investments. The role requires strong communication, problem-solving, and...Weekend work
$135k - $240k
...across public and private markets. We invest our clients’ capital across a range of fixed income... ...adjusted returns.Since 1971, our people have shaped our organization through a high-... ...innovator, industry thought leader and trusted advisor to our clients.JOB DESCRIPTION PIMCO’s...Full timeWork at officeFlexible hours- ...and Window Estimator to join their team in Los Alamitos, CA. This role focuses on preparing precise estimates and collaborating with clients and contractors to deliver high-quality millwork solutions. The ideal candidate has extensive experience in the millwork industry,...For contractors
$98.18k - $115.5k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork experience placementLocal area$100k - $150k
...Beach site, you will play a pivotal role in shaping the company’s engagement with investors... ..., fostering relationships within the investment community. In this role, you will focus... ...impossible, and making an impact on the future of space! WHAT YOU’LL GET TO DO:Build a...Permanent employmentLocal areaFlexible hours
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