Executive Assistant to Financial Advisors - Client-Focused
6AM City, LLC
6AM City, LLC in California, Missouri, is seeking a full-time Executive Assistant to join their financial planning and insurance firm. This front-desk position will involve answering calls, welcoming clients, and assisting team members with various administrative tasks. The ideal candidate will possess superior organizational skills, be detail-oriented, and have a friendly demeanor. Additional benefits include paid holidays, sick days, personal time off, and 100% health insurance coverage for the employee. #J-18808-Ljbffr 6AM City, LLC
- ...& Wealth Creation Professionals is seeking a Financial Adviser in California to build tailored financial plans and manage client relationships. This full-time hybrid role requires... ...position is 100% commission-based, with a focus on personal and professional growth. #J-1880...SuggestedFull time
- A financial institution in California is looking for a Financial Solutions Advisor Registration Candidate to provide client advisory services, manage relationships, and comply with licensing requirements... ...strong communication, customer focus, and the ability to thrive in a...SuggestedFull timeInternshipFlexible hours
$1,440 - $4,000 per month
...Squared Away supports founders, executives, and leadership teams... ...of complexity and pace. Our assistants are not task-takers. They are... ...marketing, content, or growth-focused environments. Not sure this... ...typically: Actively take on client work and build momentum by supporting...SuggestedPermanent employmentFor contractorsWork at officeRemote workHome officeOverseasMonday to FridayDay shiftAfternoon shiftWeekday work$50k - $55k
...about being a part of our team! We are a financial planning and insurance firm offering a full-time Executive Assistant position. This is a front-desk... ...answering incoming calls, welcoming clients as well as assisting our advisors and other team members with administrative...SuggestedFull time- Edward Jones is seeking a Financial Advisor in Sonoma County, CA, to help clients achieve long-term financial goals like retirement and wealth building. You’ll receive comprehensive support from branch and home-office teams. Responsibilities include generating new clients...SuggestedHome office
$100k - $140k
LPL Financial is seeking a Financial Advisor to join the Investment Program at BMO Bank in California. This role allows you to build a strong client base through the Bank's referral system and create client solutions tailored to individual financial goals. The position...- Mercer Advisors seeks a Wealth Path Wealth Advisor in California to support business development and client services. This client-focused role involves advising a book of 150-250 clients and transitioning... ...priorities, and possess strong financial planning skills. The position...
$50k - $150k
A leading insurance brokerage and consulting firm is seeking a Financial Advisor to join their team in California. The role is hybrid and involves managing client relationships, analyzing financial data, and creating tailored financial plans. Candidates should hold a bachelor...- ...boutique wealth management firm in California is seeking a Financial Advisor to enhance client relationships and deliver tailored financial plans. This... ...excellent benefits, promoting a supportive and client-facing environment. #J-18808-Ljbffr GemHarvest Executive Recruiting
- A financial services firm in California is seeking a Financial Advisor to build a client base and present financial solutions. The ideal candidate will hold active Life & Health licenses and have a strong sales background. The role offers award-winning training, flexible...Flexible hours
- CivicMinds, Inc is looking for accomplished Executive Wealth Advisors in California. The role includes managing high-value clients and focusing on business development. Responsibilities involve meeting clients, overseeing advisor reviews, and collaborating on marketing...
- U.S. Bank is looking for a Client Relationship Consultant 3 (Banker) in West Hills, CA. This role focuses on building relationships with clients through various channels and providing counsel based on their unique banking needs. Candidates should have at least 4-5 years...
- A boutique wealth management firm is seeking a Financial Advisor to manage client relationships and deliver customized financial plans. This role emphasizes... ...benefits, is offered. The position is full-time, based in California. #J-18808-Ljbffr GemHarvest Executive RecruitingFull time
- ...Executive Assistant to Chief Executive Officer We R Builders, Inc. is a California-based general... ..., and ADA improvement projects with a focus on operational precision and results. As... ...as a liaison between the CEO, staff, clients, and vendors Handle sensitive information...Full timeFor contractorsWork at office
- The Toronto-Dominion Bank (Canada) is looking for an experienced Financial Planner to assist mass-affluent clients in achieving their financial goals. The role focuses on managing relationships, providing expert advice, and contributing to business development. The ideal...
$70k - $80k
...advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include... ...complexity, prioritizes tasks and executes in a fast‑paced environment. Likes... ...Experience Branding Customer and Client Focus Oral Communications Active...Temporary workMonday to FridayShift workDay shift- ...our Nation’s military families, you will focus on financial plans that are constantly evolving to... ...engage with the community to bring new clients to First Command, with the support of your... ...start and grow a successful Financial Advisor career. Sponsorship: First Command...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$28 - $33 per hour
Overview Financial Solutions Advisor Registration Candidate - South Bay Market. This... ...of 66). Deliver end-to-end client advisory services,... ...paced environment. Ability to execute multiple tasks simultaneously... ...Branding Customer and Client Focus Oral Communications Issue Management...Full timeInternshipWork at officeImmediate startMonday to FridayShift workDay shift- IWCP: Insurance & Wealth Creation Professionals seeks a Financial Adviser for a full-time hybrid role, combining client interaction and financial planning in California. Candidates will work independently and collaboratively, helping clients achieve financial peace through...Full time
$70k - $80k
...advice and customized solutions to clients to help them achieve their financial goals. The role includes triaging client... ...complexity, prioritizes tasks and executes in a fast‑paced environment. Likes... ...Branding Customer and Client Focus Oral Communications Active Listening...Temporary workLocal areaMonday to FridayShift workDay shift- EP Wealth Advisors (EPWA) is seeking an experienced financial planner in Valencia, CA. This role involves leading client financial planning, collaborating with advisors, and creating customized financial strategies. The ideal candidate will have a Certified Financial Planner...
$90k - $110k
Join to apply for the Financial Advisor role at Covenant Trust. Looking to make an at a unique... ...financial guidance and products to our clients throughout the communities we serve. Base... ...client base affords opportunities to focus on deepening relationships and expanding...- ...is sought to join a dynamic team as an Executive Assistant to a State Farm Agent. This role is perfect... ...customer service. You will engage with clients, providing them with the necessary... ...regarding their insurance needs. With a focus on growth and success, this position offers...Part time
- A financial services firm is seeking accomplished Executive Wealth Advisors to expand their national footprint in California. These professionals will manage top clients and develop new relationships, overseeing significant revenue generation. Applicants should have a bachelor...
- ...professional to drive new client acquisition and asset... ...) products across the Financial Institutions segment, with a particular focus on financial technology... ...Job Summary As a Client Advisor within JPMorgan Asset... ...sales process Build and execute a direct outreach...Contract work
$19 - $20 per hour
...world. Our Team Leaders deliver a great client experience through assessing needs, product... ...and outside vendors WHAT YOU WILL DO : Assist in achieving business results through... ..., depth perception and ability to adjust focus Must be able to have manual dexterity required...Hourly payPermanent employmentFull timeLocal areaFlexible hoursShift workNight shift- U.S. Bank is seeking a Client Relationship Consultant 1 in Century City, CA, responsible for building relationships with clients to provide banking counsel while embracing a digital mindset. The ideal candidate will have a high school diploma, retail banking experience...
- ...dedicated Relationship Banker in California to foster lasting client relationships and ensure excellent service delivery. Candidates... ...committed to exceeding client expectations while advocating for their financial needs. This role offers the chance to work in a vibrant team...
- ...providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact... ...their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers)...Immediate startAfternoon shift
- ...seeking an enthusiastic individual responsible for engaging clients in the lobby and assisting with transactions. In this role, you'll build... ...communication skills, and a passion for helping clients meet their financial goals. Opportunities for learning and growth are...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Executive Assistant to Financial Advisors - Client-Focused. Be the first to apply!
- remote executive assistant (part-time) California, MO
- remote executive assistant California, MO
- executive assistant California, MO
- executive assistant communications California, MO
- executive team assistant office manager California, MO
- executive administrator California, MO
- executive assistant - work from home: remote California, MO
- executive assistant pa California, MO
- executive assistant real estate California, MO
- personal executive assistant California, MO

