Associate/Service Wealth Advisor SilverStar Wealth Management
Kestra Financial Independent Advisor
An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties and Responsibilities Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews Manage data in financial planning software—Emoney Responsible for client meeting preparation and follow-up, including assembling paperwork, account reviews, report generation, and meeting documentation Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply Deepen client relationships and establish credibility and rapport both in person and via phone Clearly articulate complex concepts to customers in a simple and easy-to-understand manner Proactively communicating with clients and following up on all contacts assigned Ability to manage and prioritize multiple and competing priorities daily in pursuit of business objectives Active engagement in client events, marketing and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork Other duties as assigned Knowledge, Skills, and/or Abilities Strong understanding of the financial services industry and diverse investment products Basic computer skills (Outlook, Word, Excel and PowerPoint) are essential Excellent communication skills, both verbally and in writing Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to build relationships with clients and internal partners and influence others without direct control Education and/or Experience Bachelor’s degree in finance, accounting or a related field preferred The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration Series 7 and 63 preferred Series 65/66 preferred Texas Insurance License preferred Compensation Compensation is commensurate with experience and qualifications Potential for attractive quarterly bonuses Matching 401(k) plan with the potential for profit-sharing contributions Health, life, and disability insurance available #J-18808-Ljbffr Kestra Financial Independent Advisor
$70k - $105k
...BrioWealth Associate Financial Advisor Overview BrioWealth is seeking a full-time Associate Financial... ...career in financial planning and wealth management, with clear opportunities for... ...questions, and assist with transactions and service needs Assist in preparing,...SuggestedFull timeWork at office$70.3k
...Job Type Full-time Description This role at CU SoCal in Financial Services would allow you to join the Wealth Management team as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are NOT employees of LPL Financial....SuggestedFull timeLocal areaRemote workWorldwideMonday to FridayFlexible hoursAfternoon shift- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Suggested
- TwinThread is seeking a Private Client Advisor to offer comprehensive financial planning and solutions. This role involves building strong client relationships and supporting their investment journeys with personalized advice. Suitable candidates will have at least 2 years...Suggested
- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company... ...Blue Trust's approach to client counsel. Manages an affluent client base by interpreting and...SuggestedWork at officeLocal areaNight shift
- A leading financial services organization in Lakewood seeks an experienced financial advisor to provide comprehensive financial and investment planning services. You will work collaboratively with clients to deliver tailored banking solutions and achieve sales targets....
- The Bank of Montreal is seeking a Financial Advisor in Lakewood, California, to provide financial and investment planning. This role includes implementing business development strategies, supporting client needs through the sale of financial products, and working collaboratively...
- A leading financial services firm in Lakewood, California, is seeking experienced individuals to provide financial planning and investment advice, collaborating with team members to deliver comprehensive banking solutions. Candidates should have a strong knowledge of the...
- 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...
- 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...
- TwinThread is seeking a Private Client Advisor in Whittier, California to provide comprehensive... ...relationships, focusing on relationship management. The ideal candidate has at least 2... ...a commitment to client-centric service. A competitive rewards package includes...
- ...Title: Project Management (PM) Associate / PMO Associate Company: Talley LLP... ..., LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively... ...“Talley”)—is a full-service financial, tax, legal, and... ...with clients as business advisors, not just service providers...Hourly pay
- ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and...
$19.23 - $38.47 per hour
...C.H. Robinson is hiring an Associate Portfolio Executive to build and manage a customer portfolio while developing long... ...to meet customer commitments and service expectations. Quote and price... ...Veteran Benefits Your Health, Wealth and Self Your total wellbeing...Hourly payContract workTemporary workWork at officeRemote workWorldwideFlexible hours1 day per week$25 - $27 per hour
...choice for homeowners who demand only the best! We're seeking a detail-oriented Accounting Associate to support our Accounting team with payables, receivables, vendor management, and financial reporting. A great opportunity for someone early in their accounting career...Full timeTemporary workWork at officeLocal area- ...we're more than a financial services leader - we’re a global trailblazer... ...: Wells Fargo is seeking an Associate Personal Banker (SAFE) to... ...and digital tools to help them manage their finances with... ...and Investment Banking, and Wealth & Investment Management. Wells...Full timeWork experience placementFlexible hours
- A leading financial services company is seeking a Private Client Advisor to provide comprehensive financial planning and advice. This role requires at least two years of experience as a Financial Advisor and a valid Series 7 and Series 66 license. You will be responsible...
- 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,...
$63.3k - $117.2k
A financial services institution in Santa Fe Springs seeks a financial consultant to provide comprehensive investment planning and advice... ...products, excellent communication skills, and experience in managing client relationships. The successful candidate will develop strategies...- Speedo is seeking an Associate Merchant in Cypress, California. This role supports the Market Merchandising team, coordinating product samples and data management. The ideal candidate will have 1-3 years of experience in merchandising or related functions, strong attention...
- ...potential is our potential and together we can build and grow brands that last. KEY PURPOSE: The Associate Merchant will support the Market Merchandising team in managing a growing portfolio of SMU (Special Make-Up) and Exclusive product. This role is critical in enabling...Temporary workSeasonal workWorldwide
$68.64k
J.P. Morgan is looking for a Private Client Advisor in Buena Park, CA. This role involves offering personalized financial planning and investment advice to clients at various wealth levels. The ideal candidate will have at least 2 years of experience as a Financial Advisor...$60k - $80k
...INVESTMENTS, LLC is looking for a Client Relationship Associate in Seal Beach, California. This role is crucial in ensuring excellent client service within a dynamic financial services environment. Responsibilities include managing client communications, assisting with account...$50 - $60 per hour
...progress) is stronglypreferred. Relevant backgrounds include Financial Accounting, Investment Banking, CorporateDevelopment, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You’ll be able to choose which projects you...Hourly payFull timeContract workPart timeWork experience placementRemote work- ...Managing Director, Private Banker, Orange County Working at Citi is far more than just... ...industry and direct competitors' products/services is also necessary in order to contribute... ...of clients' businesses and sources of wealth generation. Anticipate events in a client...
- ...the Team Position Summary: The Assistant Nurse Manager, Perioperative Services supports in the day-to-day clinical operations, staff management... ...OF SCIENCE IN NURSING Total Rewards We offer a wealth of benefits to make working at UCI even more rewarding....Monday to Friday
$21 - $25 per hour
...Supply Replenisher Associate II - Whittier, CA This position supports the implementation of lean supply management principles within the BU Laboratory network including materials... ..." off ~ Finfit financial coaching and services ~401(k) pre-tax and/or Roth IRA with...Full timePart timeWork experience placementFlexible hours- ...AP and/or store leadership. Creates and manages records using approved company methods for... ..., will collect evidence and/or monitor associate activity as needed regarding internal... ...the role, including but not limited to service, productivity, and attendance. Requirements...Hourly payFor contractorsWork experience placementLocal areaDay shift
$102k - $139.5k
...Senior Associate, Business Operations Long Beach, California At Relativity Space, we're building rockets to serve today's needs... ...budgets and our long-term strategic plan, KPI development and management, materials for our Board of Directors, fundraising and corporate...$29.79 - $44.68 per hour
...We're always looking for diverse, talented, service-oriented people to join our exceptional team. Lead Personal Banker (Member Service... ...in specialty area of expertise. Acts as lead to assist branch management in functioning of branch. Provides suggestions for...
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