Private Client Advisor
$80k - $110kRaymond James
Raymond James is seeking a Registered Client Advisor to manage and deepen client relationships, ensure compliance, and support firm growth. This role involves effective communication, scheduling client meetings, and preparing financial reports. The ideal candidate will have a Bachelor's degree, Series 7 & 66 certifications, and at least one year of experience in client relationship management in the financial services industry. The compensation range is $80,000 to $110,000, along with benefits. #J-18808-Ljbffr
Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Private Client Advisor in Brea, CA vacancy
$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...Private clientAumni
Buena Park, CA14 hours ago$100k
...represent home buyers and sellers in transactions. The role includes scouting leads through networking and advertising, interacting with clients via meetings and digital media, and negotiating agreements. This position offers comprehensive training to help new and experienced...Private clientKeller Williams Realty Inc
Downey, CA14 hours ago- Bank of America Downey is seeking a client-focused associate to assist lobby clients with self-service banking, educate on digital tools, and accurately process cash transactions. You will build relationships, identify client needs, and connect them to appropriate financial...Private clientWeekend work
Bank of America
Downey, CA15 hours ago - ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a...Private client
Chase
City of Industry, CA5 days ago $17 - $19 per hour
...approach that reflects the culture and philosophies of Alta and our clients. This position will involve work activities in many capacities... ...a high level of confidentiality by handling sensitive and private client and customer information in accordance with Alta Resources...Private clientWork experience placementFlexible hoursAlta Resources
Brea, CA3 days ago- ...approach that reflects the culture and philosophies of Alta and our clients. This position will involve work activities in many capacities... ...a high level of confidentiality by handling sensitive and private client and customer information in accordance to Alta Resources...Private clientWork experience placementFlexible hours
Alta Resources
Brea, CA14 hours ago - ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
$63k - $79k
...essential planning-related activities for residential, commercial, and public land development projects, helping municipal and private clients achieve their goals. The role requires a Bachelor's degree in urban planning and at least three years of relevant experience. The...Private clientBowman Consulting
Brea, CA14 hours ago- JPMorganChase is seeking a Private Client Banker in Yorba Linda, California, to manage the banking relationships of affluent clients. This role involves education and advice tailored to clients’ needs while ensuring compliance with policies and regulations. The ideal candidate...Private client
$126k - $187k
...your best work. Fueled by high quality delivery, exceptional client retention, and strategic acquisitions, Apex Companies continues... ...and achieve firm’s quality objectives Interact with public and private clients and stakeholders Interact with multi-discipline and...Private clientFull timeWork at office- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment...Private clientWork experience placementPrivate practiceLocal area
EisnerAmper
Pico Rivera, CA2 days ago - ...the tools you need to succeed and the autonomy to reach your goals. EisnerAmperis seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with thecapacityto efficiently oversee multiple client engagements...Private clientTemporary workPrivate practiceWork at officeLocal area
EisnerAmper
Pico Rivera, CA2 days ago - ...transmission equipment vendor drawings; data interface with suppliers, clients, other engineering disciplines, detailers, and designers.... ..., installation, measurements, or calculations for public and private clients. Prepare and present technical reports for clients and...Private clientFor contractorsWork at office
Solvenow Inc.
Brea, CA14 days ago $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments... ...services to an Ultra high Net Worth client base in the United States. Manage... ...jointly develop financial strategies with the Private Bankers. Conduct sophisticated...Private clientFull timeCitigroup Inc
Chino Hills, CA3 days ago- ...reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax... ...What Work You Will be Responsible For: Serve as a trusted advisor to high-net-worth individuals, family offices, and closely...Private clientPrivate practiceLocal area
EisnerAmper
Pico Rivera, CA2 days ago - ...maximize established program objectives of the organization and our client. This position manages financials to include, but are not... ...maintain a high level of confidentiality by handling sensitive and private employee, client and customer information in accordance with...Private clientContract workFlexible hours
Alta Resources
Brea, CA3 days ago $60k
...Potential) Home Matters Caregiving is a locally owned, premium private-pay home care agency serving Central Orange County. We're looking... ...$60,000 annual base salary Uncapped performance bonuses Client start bonuses Quarterly territory growth bonuses Paid time off...Private clientFull timeHome Matters Caregiving
Orange, CA2 days ago- ...Associate Attorney specializing in Environmental and Water Law in Cerritos, CA. The successful candidate will advise public and private clients and handle litigation and advisory matters. Applicants must have a Juris Doctor (JD) degree and a minimum of three years of...Private client
BCG Attorney Search
Cerritos, CA14 hours ago $17.1 - $22.85 per hour
DEPARTMENT: COMPENSATION: Hourly Pay Range: $17.10 - $22.85 (this pay range represents the rates of pay for step 1 to the maximum step for this position in accordance with the collective bargaining agreement. The starting pay for the successful candidate will start at ...Hourly payFull timeSeasonal workFlexible hoursShift workAfternoon shift$140k - $320k
...one of the most prominent and successful full-service firms in the state! We provide high quality legal work to public and private sector clients across a wide range of practice areas. If you're a CA licensed attorney looking for a new challenge, great culture, and...Private clientLocal areaFlexible hoursJobot
Artesia, CA14 hours ago$140k - $250k
...one of the most prominent and successful full-service firms in the state! We provide high quality legal work to public and private sector clients across a wide range of practice areas. If you're a CA licensed attorney with Construction Litigation experience, looking for...Private clientFlexible hoursLeoforce
Cerritos, CA14 hours ago$30k - $50k
...Consultants in the Orange County and Los Angeles area! PRP Wine International shares our high-quality wine from all over the world with private clients at in home wine samplings and events. We are looking to add a full-time member to our team. This is a commission compensated...Private clientFull timeWeekend workAfternoon shiftPRP Wine
Orange, CA2 days ago$111.92k - $179.07k
...live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term... ...Senior Associate within Capital Group's Private Client Services (PCS) Business Operations... ...internal workflows, Salesforce solutions, and advisor-facing technologies, you will help drive...Private clientTemporary workLocal areaFlexible hoursCapital Group
Santa Ana, CA14 hours ago$100k - $250k
...for our work ethic, efficiency, and results-driven approach to client service. Why join us? ~ Competitive Base Salary up to $250k... ...complex commercial real estate transactions Represent developers, private equity firms, and institutional investors in high-value...Private clientWork at officeLocal areaRemote workJobot
Orange, CA14 hours ago$135k - $210k
...strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Tax Manager based out of our Los Angeles, CA, you'll work alongside an integrated team of seasoned, well-...Private clientLocal areaWithum
Pico Rivera, CA2 days ago$160k
...your communication skills, improve your ability to create lasting client relationships, and learn the daily habits that help build a... ...over the phone Familiar with customer databases used to store private client information Possesses a real estate license...Private client$120k - $150k
...world's trusted infrastructure consulting firm, partnering with clients to solve the world's most complex challenges and build legacies... ...or Los Angeles, CA offices. Our EPP team serves numerous private industry and public utility energy clients, on a variety of energy...Private clientLocal areaWorldwideFlexible hoursAECOM
Orange, CA4 days ago$115k - $155k
...world's trusted infrastructure consulting firm, partnering with clients to solve the world’s most complex challenges and build legacies... ...and buildings. Our teams partner with public- and private-sector clients to create innovative, sustainable and resilient...Private clientFull timeWork at officeLocal areaWorldwideFlexible hours$130k - $161k
...Manager to support ERRG’s current and future work in the Pacific/Western Region for Federal, non‑Federal, commercial, and private sector clients. This is a seller‑doer position that will require the successful candidate to support strategic planning, business development...Private clientWork at officeLocal area- ...1980s and specializes in heavy civil, underground utilities, and public works infrastructure projects for both public and private sector clients. Key Responsibilities Manage civil and infrastructure construction projects from preconstruction through closeout...Private clientContract workFor contractorsFor subcontractor
RimePro Inc
Whittier, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Advisor. Be the first to apply!
Related searches
- client service representative Brea, CA
- export customer service representative Brea, CA
- customer solutions specialist Brea, CA
- client service officer Brea, CA
- client solutions specialist Brea, CA
- service agent Brea, CA
- customer service representative data entry Brea, CA
- customer support representative Brea, CA
- customer associate Brea, CA
- customer support agent Brea, CA