Client Experience & Solutions Advisor
Bank of America
Bank of America in Glendale, AZ seeks a client-focused associate to engage customers in-branch, educate on self-service tools, and process cash transactions accurately. You will build relationships, learn financial solutions, and guide clients to meet their goals while delivering a premium client experience. The role requires strong communication, problem-solving, and time management, with weekend/extended hours as needed within a flexible in-office model. #J-18808-Ljbffr Bank of America
- ...Service Provider in Downtown Los Angeles is seeking a Technical Solutions Advisor to ensure client tech environments are aligned with industry standards and business goals. This role requires MSP experience and strong systems/network administration skills. The ideal...Suggested
$70k - $80k
Bank of America is seeking a Financial Advisor in Los Angeles, CA, to provide clients with tailored financial advice and solutions. Responsibilities include planning financial... ...7 & 66, possess at least one year of experience in investments, and demonstrate effective...Suggested- Bank of America in Los Angeles is seeking a client services associate to engage clients in the lobby... ...while delivering a high-quality client experience. The role emphasizes building relationships, identifying solutions, and following procedures in line with regulatory...Suggested
- ...America is hiring in Los Angeles to engage clients in the lobby, educate on self-service... ...client needs, and connect them to banking solutions while upholding risk and compliance... ...and mobile banking to enhance the client experience. #J-18808-Ljbffr National Black MBA AssociationSuggestedWeekend work
$70k - $80k
...Planner in Glendale, California. This role involves providing personalized financial advice and crafting tailored financial solutions for clients to meet their goals. The position requires Series 7 & 66 licenses, alongside a commitment to meeting regulatory compliance....Suggested- Bank of America is seeking a Financial Advisor in Sunland, CA, responsible for providing tailored financial advice and solutions to clients. The advisor will help clients meet their... ...relationship-building ability, and experience in financial services. They will work in...
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with licensing coursework (SIE, Series 7/66) and to develop core advisory skills, including client intake, needs discovery and proposal delivery. In-office training and progression through the advisory...Work at office
- ...Merrill Lending Solutions Advisor II Dallas, Texas;Seattle, Washington; Los Angeles, California... ...Merrill Lending Solutions Advisor is a client- and advisor-facing role focused on... ...deliver a seamless advisor and client experience, from opportunity identification through...Work at officeShift workDay shift
- JPMorgan Chase & Co. in Los Angeles seeks a Relationship Banker to represent the brand with hospitality while advising clients on banking solutions. You will acquire, manage, and retain client relationships, guiding them to Chase digital tools and tailored financial services...Weekend work
- ...brand with exceptional hospitality, using cutting-edge financial tools to serve clients. You will lead in acquiring, managing, and retaining relationships, offering thoughtful financial solutions to improve customers' lives. The role emphasizes building trust through clear...Weekend workAfternoon shift
- ...America in Los Angeles seeks a service-driven teammate to educate clients about self‑service tools and process transactions accurately.... ...clients, build relationships, and guide them toward banking solutions that fit their needs. The role emphasizes strong communication,...Day shift
$28.85 - $33.65 per hour
...Responsible Growth and delivering for our clients, teammates, communities and... ...education, or a wide range of work and life experiences. These journeys foster resilience, leadership... ...an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- JPMorganChase seeks a Relationship Banker to welcome clients at a Chase Branch, manage relationships, and deliver tailored financial solutions. You will leverage Chase Mobile App, Chase.com, and ATMs to assist clients, while staying compliant with regulatory requirements...Afternoon shift
$100k - $120k
Overview Technical Solutions Advisor - MSP - Downtown Los Angeles. A fast-growing and highly respected... ...Provider (MSP) is looking for a Client Technology Advisor or Technical Solutions... ...strong systems/network administration experience in a client-facing role, this is your next...Full timeRemote work- ...Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional... ..., providing personalized solutions and building lasting... ...smooth wealth management experience. Your contribution to a team...Local area
- ...TransPerfect AITransPerfect is the leading solution provider of AI, Technology, and Data... ...minimum of 6+ years of enterprise sales experience, specifically within the AI, Machine Learning... ...Act as a subject matter expert, guiding clients through the complexities of AI data...Full time
$122k - $240.5k
...helping make a significant impact on our clients' success. You’ll work alongside talented... ...operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid... ...science, or related field.3+ years’ experience in a consulting firm, working on large scale...Work at officeLocal areaFlexible hours$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I The following laws or regulations restrict or prohibit... ...Responsible Growth and delivering for our clients, teammates, communities and... ...education, or a wide range of work and life experiences. These journeys foster resilience, leadership...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial... ...at least 2 years of financial advisory experience, a valid Series 7 and other required licenses... ..., delivering personalized investment solutions, and supporting digital confidence. The...
- ...seeking a dedicated Financial Advisor to join their team. You will develop and manage client relationships, provide financial... ...planning and investment management solutions, and help clients achieve their... ...has at least 4 years of experience in the wealth management industry...
$70k - $80k
...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key... ...must be received within 60 days. Has at least one year of experience in the investments industry, including investment training...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...of America is seeking a passionate Finance Advisor to provide comprehensive financial advice and tailored solutions to clients in Los Angeles. The role involves triaging... ...industry, with at least one year of relevant experience. The position offers industry-leading...$100k - $121k
...financial plans for high-net-worth clients. The role demands strong analytical skills and extensive experience in financial planning. The... ...will work closely with Wealth Advisors and oversee complex financial needs, ensuring tailored solutions for clients. A competitive...$28.85 - $33.65 per hour
...Responsible Growth and delivering for our clients, teammates, communities, and... ...grow, and make an impact. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...in managing time and capacity. Experience in cultivating client relationships, accessing...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...attract, retain, and grow a portfolio of high-net-worth clients through advisory-based sales and holistic financial... ...team to craft and execute integrated client solutions and maintain exceptional client experiences. The role emphasizes developing a robust business development...
$26 - $34.67 per hour
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...meetings and presenting customized solutions to clients to help them achieve their financial... ...team delivery of an exceptional client experience Required Qualifications: Has...Hourly payShift workDay shift- ...Services professional to deepen client relationships and deliver... ...capabilities and personalized solutions. The role may involve residential... ...emphasis on building trusted advisor relationships and leveraging... ...tools to enhance the client experience. #J-18808-Ljbffr Bank of...
- ...and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank... ...advice, developing thoughtful solutions and delivering an exceptional client experience... ...Management provides individuals, advisors and institutions with strategies and expertise...Temporary workWork experience placementLocal area
$24 - $27 per hour
East West Bank in Los Angeles is seeking a Senior Relationship Banker who is dedicated to delivering high-quality banking experiences and achieving sales goals. The successful candidate will manage relationships while leveraging banking technology to meet customer needs...Hourly pay$170k - $200k
NFP Corp is hiring a Wealth Advisor at the SVP level in Los Angeles... ...control team to address client needs and inquiries while providing... ...integrated wealth management solutions. The ideal candidate should... ...and over 10 years of relevant experience. A competitive salary between...
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