Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Advisor

$80k - $110k

Raymond 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 3 days 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 client

    Aumni

    Buena Park, CA
    3 days 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 client

    Keller Williams Realty Inc

    Downey, CA
    3 days 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 client
    Weekend work

    Bank of America

    Downey, CA
    3 days ago
  • JPMorganChase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will...  ...across the firm. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to tailor... 
    Private client

    JPMorganChase

    Diamond Bar, CA
    18 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

    West Covina, CA
    2 days ago
  • A leading financial services firm in Whittier is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build and manage client relationships while leveraging your expertise in financial markets. The role requires a strong commitment... 
    Private client

    JPMorganChase

    Whittier, CA
    3 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients with a proactive, advice-based approach. You will manage the full banking relationship, drive growth, and coordinate with specialists to address complex... 
    Private client

    JPMorgan Chase & Co.

    Diamond Bar, CA
    2 days ago
  • TwinThread is seeking a Private Client Advisor in Whittier, California to provide comprehensive financial planning and advice. In this role, you will deliver personalized investment solutions and deepen client relationships, focusing on relationship management. The ideal... 
    Private client

    Aumni

    Whittier, CA
    3 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 client
    Work experience placement
    Flexible hours

    Alta Resources

    Brea, CA
    18 hours 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 client
    Work experience placement
    Flexible hours

    Alta Resources

    Brea, CA
    3 days 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

    JPMorgan Chase & Co.

    Brea, CA
    19 days ago
  •  ...Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result...  ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals... 
    Private client
    Local area
    Night shift
    Norwalk, CA
    more than 2 months ago
  • At JPMorganChase in La Habra, the Private Client Investment Associate provides client service and operational marketing support to Private Client Advisors. Responsibilities include managing accounts, client relationships, risk management, compliance, and fostering team... 
    Private client

    JPMorganChase

    La Habra, CA
    1 day ago
  • JPMorgan Chase & Co. is looking for a Private Client Investment Associate in La Habra, California. In this role, you will provide exceptional...  ...service and operational support to assist Private Client Advisors. You'll facilitate account operations, build client relationships... 
    Private client

    JPMorgan Chase & Co.

    La Habra, CA
    4 days ago
  •  ...electrical plans according to budget constraints, design factors or client needs.Perform and lead electrical design of projects from the...  ...field inspections, measurements or calculations for public and private clients.Apply knowledge and experience to complex projects,... 
    Private client
    Contract work
    Work at office

    Burns & McDonnell

    Brea, CA
    3 days ago
  •  ...mechanical plans according to budget constraints, design factors, or client needs.Perform mechanical design of projects from the conceptual...  ...field inspections, measurements or calculations for public and private clients.Performs other duties as assigned.Complies with all... 
    Private client
    Contract work
    Work at office

    Burns & McDonnell

    Brea, CA
    1 day ago
  •  ...plumbing plans according to budget constraints, design factors or client needs.Perform HVAC and plumbing design of projects from the...  ...field inspections, measurements or calculations for public and private clients.Performs other duties as assignedComplies with all policies... 
    Private client
    Contract work
    Work at office

    Burns & McDonnell

    Brea, CA
    3 days ago
  •  ...stormwater infrastructure, and other critical water infrastructure. The successful candidate will serve as a trusted advisor to public and private utility clients, and executive stakeholders while leading multidisciplinary teams through every phase of project and program... 
    Private client
    Permanent employment
    Contract work
    Temporary work
    Relocation

    Burns & McDonnell

    Brea, CA
    2 days ago
  • Job Summary At J.P. Morgan Chase, the Private Client Investment Associate in Wealth Management provides client service, operational marketing and administrative support to Private Client Advisors. The role includes facilitating operational requests, building relationships... 
    Private client

    JPMorganChase

    La Habra, CA
    1 day ago
  •  ...plans according to budget constraints, environmental factors or client needs. Lead architectural design of projects from the...  ...inspections, installation, measurements or calculations for public and private clients.Prepare and present technical reports for clients and industry... 
    Private client
    For contractors

    Burns & McDonnell

    Brea, CA
    3 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 client
    For contractors
    Work at office

    Burns & McDonnell

    Brea, CA
    4 days ago
  • $34.62 - $44.23 per hour

     ...monitoring, and water-resource services. Since 2009, our teams have worked alongside public agencies, contractors, utilities, and private clients to help infrastructure and development projects move forward while protecting species, habitats, and natural systems. The... 
    Private client
    Hourly pay
    Full time
    For contractors
    Local area
    Flexible hours

    Endemic Environmental Services Inc

    Fullerton, CA
    1 day ago
  •  ...Private Client Services Officer Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation's premier relationship-based business banks, providing... 
    Private client
    Work at office
    Local area
    Immediate start
    Remote work
    Flexible hours

    Banc of California

    Santa Ana, CA
    2 days ago
  •  ...approach that reflects the culture and philosophies of Alta and our clients. This position will be responsible for ensuring overall company...  ...SOPs) to management as appropriate. Handles sensitive and private information in accordance with SOPs and regulatory requirements... 
    Private client
    Work at office
    Flexible hours

    Alta Resources

    Brea, CA
    4 days ago
  • $150k - $350k

     ...of the following areas: Public Sector Labor & Employment Private Labor & Employment NLRB Litigation Non-Litigation (investigations...  ...provide high quality legal work to public and private sector clients across a wide range of practice areas. If you're a CA... 
    Private client
    Remote work
    Flexible hours

    LeoForce

    Artesia, CA
    2 days ago
  •  ..., we have an enthusiasm for helping our clients, taking care of our employees, building...  ...solutions to meet their financial needs. As a Private Client Investment Associate in J.P....  ...support to Private Client Advisors within Wealth Management. Job Responsibilities... 
    Private client

    JPMorgan Chase & Co.

    La Habra, CA
    3 days ago
  • $83.92k - $125.88k

     ...California, United StatesSalary: $83,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Manager...  ..., but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize... 
    Private client
    Full time
    Work at office

    Citigroup

    Whittier, CA
    3 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 client
    Contract work
    Flexible hours

    Alta Resources

    Brea, CA
    11 hours ago
  • $135k - $195k

     ...plans according to budget constraints, environmental factors or client needs. Lead architectural design of projects from the...  ...inspections, installation, measurements or calculations for public and private clients. Prepare and present technical reports for clients... 
    Private client
    Full time
    For contractors
    Work experience placement
    Local area

    Burns & McDonnell

    Brea, CA
    4 days ago
  • $270k - $410k

     ...benefits experience, particularly involving public company matters, M&A transactions, and private equity deals. Responsibilities: Advise public and private company clients on executive compensation and employee benefits matters Draft and review executive... 
    Private client

    Direct Counsel

    Orange, CA
    18 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Advisor. Be the first to apply!