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
- 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
- Bank of America is seeking an energetic, client‑oriented associate to support customers at a Financial Center. The position is open for the entire market and may move between centers within commuting distance. You will help clients with everyday banking needs, manage cash...SuggestedShift workWeekend 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$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...Suggested- 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...Suggested
$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...- 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
$70k - $80k
Bank of America is looking for a motivated professional to provide comprehensive financial advice and customized solutions to clients. This role includes planning financial goals, making client referrals, and recommending brokerage products. Applicants must hold Series...Weekend work- Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self-service options, and process cash... ...emphasizes meaningful client conversations to understand financial goals and connect clients with suitable solutions. The position...Monday to FridayWeekend work
- 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...
- Bank of America in the United States is seeking a client-focused associate to engage lobby clients and educate them on self-service options... ...accurate cash handling and building relationships to meet financial needs. You will connect clients to solutions across banking,...Weekend work
- 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... ...asphalt, and ADA improvement projects with a focus on operational precision and results.... ...as a liaison between the CEO, staff, clients, and vendors Handle sensitive information...Full timeFor contractorsWork at office
$70.3k - $75k
...individuals who excel in a client‑facing role and are motivated... ...succeed. We are seeking a Program Executive Assistant who is passionate about... ..., documentation, financial tracking, and cross‑department... ...allowing the Program Director to focus on strategic leadership and...Full timeWork at officeMonday to Friday- ...networks, building knowledge of key client handling teams and issues to... ...‑effective travel, including assistance with visas Maximise cost... ...for a trusted business advisor who appreciates a collaborative... ...and challenging projects. Our focus is education and coaching alongside...Work at officeFlexible hours
- Join Assistant Launch as an Executive Assistant! At Assistant Launch, our mission is to empower founders and... ...—helping them reclaim their time and focus on what truly drives their success.... ...you will serve as a key partner to our clients, delivering exceptional executive...Remote work
$84k
JDI Distribution - HR Advisor JDI Distribution is an... ...Entry Level Project Financial Analyst - Helena, MT (... ...this role, you will help clients plan and book... ...Remote We’re a results-focused, performance-driven team... ...providing guidance and assistance to students and families...Hourly payFull timePart timeFor contractorsRemote work- ...for a Tax Accountant to provide tax advisory and preparation services, particularly focusing on 1120s. The ideal candidate will have experience in a public tax firm and strong client-facing skills. The role offers a fully remote environment with comprehensive benefits...Remote job
- ...Responsibilities include tax preparation, planning, and ongoing client meetings. We emphasize building strong relationships with our... ...PTO. Join us in revolutionizing tax strategy for small businesses while being part of a values-focused team. #J-18808-Ljbffr LehighbarRemote job
- ...Accountant to join a reputable tax firm in California. This role focuses on partnership tax and provides services to closely held... ...accounting experience is required, along with a commitment to client service and tax law proficiency. #J-18808-Ljbffr Alliance Resource...
- ...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
$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...$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- 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...
- ...Business Bankers and Relationship Managers, focusing on Lending, Mortgages, Credit, Wealth,... .... Candidates should have strong client followings in these areas. Qualifications... ...Benefits Top producers will be recognized financially for all the business they bring in. Interviews...Local areaImmediate start
$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$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$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
$143k - $285k
Position Information The Assistant Dean & Chief Financial & Administrative Officer (CFAO) for the College of Natural & Agricultural Sciences (CNAS)... ...central campus partnerships. The CFAO acts as a principal advisor to the Dean, Divisional Deans, Department Chairs, and...For contractorsLocal areaWork visa
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