Relationship Banker & Personal Finance Advisor
Farmers & Merchants Bank of Long Beach
A regional banking institution based in Lake Forest, California is seeking a Banking Relationship Specialist. You will be the first point of contact for customers, focusing on identification of their financial needs and cross-selling appropriate products. Candidates should possess a high school diploma and ideally have 1-2 years of teller experience along with strong customer service and sales skills. This role requires strong compliance with banking regulations and a professional appearance. #J-18808-Ljbffr Farmers & Merchants Bank of Long Beach
$19 - $23 per hour
...goals are met. Provide quality personalized customer service, maintain... ...customer contact to expand relationships and ensure customer... ...appropriate (e.g., Financial Advisors, Mortgage Loan Originators,... ...in business, accounting or finance preferred or related work experience...PersonalWork experience placement$19 - $23 per hour
...goals are met. Provide quality personalized customer service, maintain... ...customer contact to expand relationships and ensure customer... ...appropriate (e.g. Financial Advisors, Mortgage Loan Originators,... ...in business, accounting or finance preferred or related work experience...PersonalWork experience placement- Charles Schwab Corporation is seeking a Wealth Advisor in Irvine, California. In this role, you will empower clients by offering personalized investment advice and managing their portfolios while working collaboratively with a dedicated advisory team. The ideal candidate...PersonalWork at office
- ...passionate about building enduring client relationships and providing comprehensive financial... ...driven by a commitment to delivering personalized solutions and thrive in a collaborative... ...California and Hawaii. As a Sagient financial advisor, you’ll assist clients in identifying...Personal
$60k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion... ...majorSeries 65 or equivalentMinimum 2 years of relationship management/sales experience with a... ...to help our team members balance their personal and professional life commitments....PersonalTemporary workWork at officeImmediate start$80k
...nationwide Registered Investment Advisor, is seeking an Advisor to... ...build and deepen client relationships, deliver comprehensive planning... ...risk/return tradeoffs, and personal financial planning concepts,... ...EXPERIENCE:Bachelor’s degree in Finance, Business, Economics,...PersonalContract workInternship- ...“challenge the status quo” and transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining... ...advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built...PersonalWork at office
- ...other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift
$70k - $80k
Bank of America is seeking a Financial Advisor in Rancho Santa Margarita, CA. This role involves providing comprehensive financial advice... ...Series 7 & 66 licenses and at least one year of experience in finance. The role offers a salary range of $70,000.00 - $80,000.00,...$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part... ...in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate...PersonalWork experience placementWork at officeImmediate start$44.3k - $73k
Fifth Third Bank, N.A. is seeking a Personal Banker II in Irvine, California, to offer exceptional customer experiences while building long-lasting relationships. The role involves understanding customer financial needs through a consultative approach and ensuring regulatory...PersonalFull time- ...understood. We build lasting relationships by doing the right thing, exceeding... .... As a Relationship Banker in a Chase Branch, you will represent... ...meet with them, both in person and over the phone, to build... ...credit cards, mortgages, auto financing, investment advice, small...PersonalImmediate startAfternoon shift
$132.5k - $205k
...we offer a full range of relationship-focused services to meet personal, business, and wealth‑management... ...Summary The Private Banker is responsible for... ...and families. As a trusted advisor, this role manages the clients... ...’s Degree in Accounting, Finance, or other related fields....PersonalFlexible hours$19 - $23 per hour
A financial institution in California is seeking a Teller to manage transactions and enhance customer service. The ideal candidate will have experience in cash handling, a strong desire to learn, and excellent communication skills. Responsibilities include processing deposits...Hourly pay- ...company in California is looking for a Tax Advisor to help clients with various tax needs... ...-round. You will build strong client relationships while providing tax preparation, audit... ...supportive work environment, fostering personal and professional growth. #J-18808-LjbffrPersonal
$132.5k - $205k
Sunflower Bank, N.A. in Irvine, CA is seeking a Private Banker to foster long-term relationships with High-Net-Worth clients. Key responsibilities... ...growth. Candidates should possess a Bachelor's degree in Finance, at least five years of sales experience, and exceptional...$19 - $23 per hour
...to work as a substitute for Relationship Banker I during absences,... ...are met. Provide quality personalized customer service, maintain... ...appropriate (e.g., Financial Advisors, Mortgage Loan Originators,... ...in business, accounting, or finance preferred or related work experience...Hourly payFull timeWork experience placementBank staffFlexible hoursShift work$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...a great client experience Build personalized, holistic financial plans tailored to every... ...to help them achieve their goals Grow relationships with clients to support them through every...Work at office$61k - $119k
Northwestern Mutual seeks individuals to become financial advisors in California. This role focuses on client-building and... ...potential. Responsibilities include building client relationships and creating personalized financial plans. Qualifications include a bachelor's degree...- ...services company in California is seeking a Financial Advisor to help clients achieve their financial goals. This role involves building client relationships, creating tailored financial plans, and managing client finances for success. Ideal candidates should possess a...
$155k - $225k
PWM Private Wealth Advisor page is loaded## PWM Private Wealth Advisorlocations: Irvine,... ...bring our shared ambition to life, and each person is unique in their potential. A career... ...to large size high net worth client relationships. Builds a team of Banking, Trust and Investment...Temporary workWork experience placementLocal area- U.S. Bank is seeking a Private Wealth Advisor in Irvine, CA, to manage and grow relationships with high net worth clients. The ideal candidate will have over 10 years of wealth management experience and must possess strong relationship-building skills, a Bachelor’s degree...
- The Fadil Group, part of Northwestern Mutual, is seeking a Financial Advisor in Irvine, California. In this role, you'll help clients achieve their financial goals through personalized insurance solutions and financial planning. Responsibilities include client consultations...Remote jobFlexible hours
- A leading financial services provider is hiring for the Advisor Development Program - Financial Advisor role in Irvine, California. This position focuses on developing client relationships, identifying financial needs, and delivering tailored investment recommendations...
$100k - $180k
A financial institution in Irvine, CA is seeking a Private Client Advisor to work with high and ultra-high net worth individuals. This role requires strong relationship management and business development skills, as well as 5-10 years of experience in banking and wealth...- A leading financial services firm in Irvine, California is seeking a motivated Financial Advisor. This role involves developing client relationships, preparing retirement plans, and reviewing investment portfolios. The ideal candidate is a self-starter with strong communication...
$70k - $80k
...where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging...Temporary workMonday to FridayShift workDay shift$50k - $75k
...United States (Hybrid role) Explore a career as a FINANCIAL ADVISOR! Take your career to the next level at Prudential Advisors -... ...clients achieve financial goals. Job Responsibilities Developing relationships with clients (both existing and prospective) Gathering client...Minimum wageFull timeContract workPart time$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...a great client experience Build personalized, holistic financial plans tailored to every... ...to help them achieve their goals Grow relationships with clients to support them through every...Full timeContract workFor contractorsWork at office- ...and Insurance Services seeks a Financial Advisor or Investment Advisor Representative to... ...Irvine, California. Candidates will build relationships with clients and assess their financial... ...crucial, along with prior experience in finance or related fields. This role offers the...
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