Wealth Advisor: Build Relationships & Grow Client Wealth
ep wealth advisors
EP Wealth Advisors in Torrance, California seeks a Wealth Advisor to provide personalized financial advice and wealth management strategies. This role emphasizes building long-term client relationships and requires strong business development skills to attract and retain clients. Qualified candidates will hold an undergraduate degree and possess at least 2 years of experience in relationship management or sales, along with Series 65 certification. The company offers a competitive suite of benefits including flexible work schedules and health plans. #J-18808-Ljbffr ep wealth advisors
$75k - $80k
Thrivent is seeking an Associate Financial Advisor in Redondo Beach, California. This role involves supporting clients with investment planning, insurance solutions, and ongoing relationship management while collaborating with a Lead Advisor. The ideal applicant has securities...Suggested- Columbia Bank in El Segundo is seeking a Relationship Banker to build long-term client relationships by providing tailored financial services. Responsibilities include engaging clients through financial reviews, opening new accounts, and originating loans to meet client...SuggestedLocal area
- JPMorgan Chase is looking for a Private Client Advisor in Wealth Management to offer comprehensive financial planning and investment... ...personalized solutions that deepen client relationships. Your role will involve building a book of business while maintaining a strong...Suggested
$58.19k - $81.21k
...Citi is looking for an Entry-Level Personal Banker in Torrance, California. This role emphasizes building customer relationships to enhance client loyalty and drive sales. The responsibilities include handling credit requests, coaching branch staff, and delivering exceptional...SuggestedFull time- ...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.... ...opportunities for our associates to learn, grow and enhance their skills to... ...strategies to individual clients. This role focuses on building long‑term relationships, understanding clients'...SuggestedTemporary workWork at officeImmediate startFlexible hours
$75k - $80k
## Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CAApplylocations... ...people you serve, helping them build, grow and protect financial well-being... ...practice focused on building long term relationships and serving clients as an extension of their family...$75k - $80k
...the people you serve, helping them build, grow and protect financial wellbeing... ...banking and generosity. South Bay Wealth Advisors is an independent financial services... ...focused on building long‑term relationships and serving clients as an extension of their family and...Local area- JPMorganChase is seeking a Private Client Advisor to offer comprehensive financial planning and personalized investment... ...clients in California. The ideal candidate will build strong relationships, support clients across all wealth levels, and drive a culture of diversity while...
- WaFd Bank is seeking a Personal Banker in El Segundo, California. This role involves building relationships with clients, opening new accounts, and assisting with both personal and business banking solutions. Ideal candidates should possess a high school diploma, strong...Work at office
- Fairygodboss is seeking a Private Client Advisor in Torrance, California to provide comprehensive financial planning and advice for... ...range of clients. You will champion team success, build client relationships, and provide a holistic view of their financial needs. To...
- ...Hermosa Beach is looking for a Personal Banker SAFE Act to assist in sales and service execution. This role is aimed at building strong client relationships while delivering remarkable client experiences. Ideal candidates should have some experience in banking or retail, a...Full time
- ...Personal Banker to assist in sales and service activities in Torrance, California. This role involves building customer relationships and increasing sales to individual clients while providing exceptional client experiences. The candidate will manage business credit...
- ...Personal Banker in Torrance, California, responsible for assisting in sales and customer service activities. The role involves building client relationships, addressing their needs, and educating them on financial services. Candidates should have a Bachelor’s Degree or...
- A leading financial services firm seeks a Private Client Advisor to provide comprehensive financial planning to individuals and families in Manhattan Beach. The role includes building client relationships, delivering personalized investment solutions, and demonstrating...
$70k - $80k
Bank of America is seeking a financial advisor in Gardena to provide comprehensive financial advice and customized solutions for clients. This role involves triaging client leads, making referrals, and reviewing financial goals. Ideal candidates should possess strong communication...- ...institution is seeking an enthusiastic team member for their Financial Center. This role involves assisting clients in navigating banking transactions and building relationships to meet their financial needs. The ideal candidate should have a strong work ethic, experience in...
$20 - $29 per hour
Columbia Bank is seeking a Relationship Banker located in Hawthorne, CA, who will build long-term client relationships and deliver customized financial solutions. In this role, you will conduct financial reviews, open deposit accounts, and manage loan portfolios. The ideal...Hourly pay- TwinThread is looking for a Private Client Advisor in Manhattan Beach, California. In this role, you will provide comprehensive... ...planning and advice to clients across various wealth levels, emphasizing relationship management over portfolio management. The role requires...
- ...firm in Manhattan Beach is seeking Financial Representatives to help clients live more and worry less through personalized financial planning. Responsibilities include building client relationships, educating clients on financial solutions, and influencing client decisions...
- TwinThread seeks a Private Client Advisor in Gardena, California, to offer comprehensive financial planning and personalized investment... ...The role requires a deep understanding of financial markets, relationship management, and the ability to educate clients about...
$58.19k - $81.21k
...California, responsible for assisting in sales and service activities with customers. The role involves building customer relationships and increasing sales to individual clients. Ideal candidates will have 0-2 years of relevant experience, preferably in banking or retail,...- Bank of America is seeking a financial advisor to provide comprehensive financial advice and customized solutions to clients. This role includes planning financial goals, recommending strategies, and engaging with clients effectively. Candidates should hold necessary licenses...
$41.71k - $69k
...Retail Relationship Banker Join us in building something new. This Retail Relationship Banker role supports our DeNovo branch expansion, where you'll help launch this new location and grow a client base from the ground up. You'll be on the front lines of business development...Part timeLocal areaImmediate startDay shift$20 - $29 per hour
...About the Role Relationship Bankers build long‑term client relationships and provide customized financial solutions to help clients achieve their goals.... ...originate consumer and small business loans. Manage and grow loan and deposit portfolios, ensuring compliance with bank...Hourly pay$57.5k - $106.5k
...Job Family Group: Wealth Sales & Service Provides... ...customer. Determines client needs and provides solutions... ...). Implements a relationship management plan in... ...reports, and dashboards. Builds change management plans... ...shared Purpose: Boldly Grow the Good in business...Contract workPart timeLocal area- ...America, we are looking for a motivated professional to engage clients in our financial center. Responsibilities include conducting transactions through self-service resources and building strong client relationships to meet their financial goals. Applicants should possess...Full time
- ...institution located in Lakewood, California, is seeking a Private Client Banker to manage a select group of affluent clients. This role necessitates a strong commitment to building client relationships through effective communication and proactive banking solutions. Ideal...
- Fifth Third in Torrance, California is seeking a Personal Banker I to deliver exceptional service to customers and build long-lasting relationships. Responsibilities include processing transactions, analyzing customer needs, and collaborating with internal partners to...
$25 - $27.88 per hour
...This position is responsible for engaging clients in the lobby to educate and assist with... ...strives for operational excellence Builds relationships with clients to meet financial needs Follows... ...all applicable laws and regulations Grows business knowledge and network by...Hourly payWork at officeShift workWeekend workDay shift- JPMorgan Chase & Co. in Hawthorne, California is looking for a Relationship Banker to represent the brand and provide exceptional service. In this role, you'll manage client relationships and offer personalized financial solutions, ensuring clients feel valued. The ideal...Afternoon shift
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