Executive Assistant to Financial Advisors - Client-Focused
6AM City
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
- ...U.S. Bank is looking for a Client Relationship Consultant 2 to engage with clients through various channels, providing tailored banking advice and services. The ideal candidate will have strong communication skills and at least three years of retail banking experience...Suggested
$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...Suggested- ...boutique wealth management firm in California is seeking a Financial Advisor to enhance client relationships and deliver tailored financial plans. This... ...excellent benefits, promoting a supportive and client-facing environment. #J-18808-Ljbffr GemHarvest Executive Recruiting
- ...S. Bank in Panorama City, CA is seeking a Client Relationship Consultant 2 to build relationships with customers and provide financial advice through various channels. The ideal... ...of banking experience are required, with a focus on communication and customer service. #J-...
- 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...
- JPMorgan Chase & Co. is looking for a Private Client Banker in California to enhance client experiences through attentive service. This role focuses on managing client relationships, offering financial solutions tailored to their needs, and ensuring compliance with banking...
- 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
- The Toronto-Dominion Bank (Canada) is looking for an experienced Financial Planner to assist mass-affluent clients in achieving their financial goals. The role focuses on managing relationships, providing expert advice, and contributing to business development. The ideal...
- ...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
- ...professional to drive new client acquisition and asset... ...) products across the Financial Institutions segment, with a particular focus on financial technology... ...Job Summary As a Client Advisor within JPMorgan Asset... ...sales process Build and execute a direct outreach strategy...Contract work
$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. 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- ...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
- We seek an experienced Executive Assistant to support the Chief Executive Officer (CEO). This role... ...identified needs Create structure and focus for broad‑reach ideas that the CEO are... ...or an individual on a daily basis Call clients and document the calls in clients’ records...Work at office
- ...audit engagements within the Financial Services Insurance (FSI) portfolio, with a specific focus on life and non‑life insurance... ...delivering high‑quality, compliant and client‑centric audit outcomes. Key... ...Delivery & IFRS 17 Lead the execution of audit procedures relating...Contract work
- ...U.S. Bank is seeking a Premier Client Relationship Consultant based in Del Mar, CA. In this role, you will build lasting relationships... ...banking experience, and necessary FINRA registrations. Join us to help clients make better financial decisions. #J-18808-Ljbffr...
- ...Koitecc Solutions in California is searching for a Relationship Banker to manage client relationships in the branch. You will deliver exceptional service and use the latest financial technology to meet clients' needs. The ideal candidate will have 1+ year of sales experience...
$50k
...enriching the lives of our clients. We continually seek... ...craft of personalized financial planning with our team... ...for our financial advisors. This ideal candidate... ...member; positive solution-focused attitude* Strong phone... ...(AI) tools to assist in the initial screening...Full timeTemporary workWork at officeRemote workFlexible hoursShift workAfternoon shiftWeekday work- Royal Bank of Canada is hiring a Financial Advisor in California, United States, dedicated to nurturing... ...relationships with personal and small business clients. This role requires strong sales skills in financial services, focused on delivering tailored advice and solutions...
- ...U.S. Bank is seeking a Client Relationship Consultant 1 in Century City, CA, responsible for building relationships with clients to provide banking counsel while embracing a digital mindset. The ideal candidate will have a high school diploma, retail banking experience...
- ...dedicated Relationship Banker in California to foster lasting client relationships and ensure excellent service delivery. Candidates... ...committed to exceeding client expectations while advocating for their financial needs. This role offers the chance to work in a vibrant team...
- ...Support financial planning efforts by partnering with investment professionals... .... Gather and analyze client financial data, prepare... ...is an internal support role focused on planning and analysis rather... ...Analyze client information and assist in developing financial plans...Local area
- ...Information Job Identification 210752080 Job Category Private Client Bankers Business Unit Consumer & Community Banking Posting Date... ...hospitality, delivering the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service to a...Full timeImmediate startAfternoon shift
- ...seeking an enthusiastic individual responsible for engaging clients in the lobby and assisting with transactions. In this role, you'll build... ...communication skills, and a passion for helping clients meet their financial goals. Opportunities for learning and growth are...
- EY in California is searching for an Assistant Manager for its VM&E team to advise clients on complex financial decisions. The role requires strong financial modelling skills, analytical excellence, and leadership in managing project expenditures. Ideal candidates will...
- ...Executive Assistant to C-Suite Leadership Position Summary Our client is seeking a highly professional, polished, and proactive Executive Assistant to provide comprehensive... ...regarding sensitive business, legal, financial, and personnel matters. Assist with contract administration...Contract workWork at office
$45.94 - $59.73 per hour
...Stanford Health Care job. A Brief Overview Executive Assistants I provides the full range of... .... The work is assistive in nature and focuses on extending the capabilities of Executives... ...prepare administrative reports and/or financial records, relying on a variety of source...Hourly payFull timeWork at office
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