Average salary: $55,431 /yearly
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$81k - $118k
## Associate, Global Client Group (Independent Advisor Group)Applylocations: Santa Monicatime type: Full timeposted on: Posted Todayjob requisition id: 2026-8952For this position, which is subject to credentials, industry experience, education, training/certifications,...SuggestedWork at officeRemote workMonday to FridayDimensional Fund Advisors
Santa Monica, CA1 day ago$18 per hour
...OBJECTIVE OF THE POSITION The Client Advisor is responsible for achieving all objectives set forth by the company, providing excellent customer service and adhering to visual merchandising and operational standards. ESSENTIAL DUTIES AND JOB RESPONSIBILITIES Achieve daily...SuggestedHourly payFull timeTemporary workFlexible hoursJames Perse
Beverly Hills, CA5 days ago$52.6k - $98k
...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful...SuggestedMinimum wageLocal areaNight shiftMarsh & McLennan
Sacramento, CA2 days ago- TaxRise is seeking a State Tax Investigation Specialist to build client relationships and represent taxpayers before state agencies and the IRS. You will manage cases, submit Powers of Attorney, and keep precise records while collaborating with internal teams. Strong CRM...Suggested
TaxRise
Irvine, CA3 days ago $100k - $180k
...About the Role: Our Private Client Advisor will work with the high and ultra‑high net wealth individual, non‑profit organizations, and fiduciary relationships, often providing client leadership in these roles. Initially, the priority of the role is responsible for identifying...SuggestedImmediate startColumbia Bank (WA, OR & ID)
Irvine, CA5 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...SuggestedWeekend work
Bank of America
Downey, CA3 days ago - ...Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service tools, and process cash transactions accurately. You will build relationships, understand client financial goals, and connect them with suitable solutions...SuggestedWork at officeFlexible hours
Bank of America
San Dimas, CA4 days ago $62.4k
3000 East Main Street, Cortlandt Manor New York Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary...SuggestedBank staffWork at officeImmediate startFlexible hoursNight shiftKey Bank
Mill Valley, CA4 days ago- ...Bank of America in Santa Barbara is looking for an enthusiastic client service representative to engage clients and assist with transactions. Responsibilities include processing cash transactions, building relationships, and driving client experiences while adhering to...SuggestedHourly pay
Bank of America
Santa Barbara, CA1 day ago - ...Bank of America is seeking a motivated individual for a position focused on engaging clients in the lobby and assisting them with transactions through self-service resources. Key responsibilities include processing cash transactions and building client relationships to...Suggested
Bank of America
Laguna Niguel, CA1 day ago $225k - $298.3k
...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... ...experience Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring...SuggestedWork at officeWork from homeFlexible hoursShift workDay shiftBank of America
Los Angeles, CA5 days ago$25 - $26.77 per hour
...Bank of America in Upland, CA is seeking a Branch Associate to engage clients in the lobby, educate them on self-service options, and assist with cash transactions while building lasting client relationships. You will follow established processes, comply with laws, and...SuggestedHourly payDay shiftBank of America
Upland, CA5 days ago- Citi in Hawthorne, CA is seeking an entry-level Teller to support branch operations and deliver high-quality client service. You will assist with daily banking transactions, cash handling, and client interactions to help drive branch revenue and provide suitable financial...Suggested
Citi
Hawthorne, CA3 days ago $80k - $110k
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...SuggestedRaymond James
Brea, CA3 days ago$100k - $275k
...Responsibilities Leads the Client Process Management Process within the client team to identify new business development opportunities... ...needs Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring...SuggestedShift workDay shiftBank of America
El Segundo, CA5 days ago$52.6k - $98k
...purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Private Client Advisor at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private...Minimum wageLocal areaNight shiftMarsh LLC
Sacramento, CA5 days ago- Fairygodboss is seeking a Financial Advisor to join our team in Manhattan Beach, California. You will be responsible for championing your... ...' success and building a book of business through strong client relationships while providing personalized investment solutions...
Fairygodboss
Manhattan Beach, CA3 days ago $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...Aumni
Buena Park, CA3 days ago- ...Private Client Advisor II Walnut Creek, California;Palo Alto, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to...Work at officeShift workDay shift
Bank of America
Palo Alto, CA2 days ago - ...residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and... ...'s enough about us, let's talk about you! As a Private Client Advisor, you will be a brand ambassador for Henley & Partners and a key...Local areaWorldwideFlexible hours
Henley & Partners
San Francisco, CA2 days ago $100k - $275k
...Responsibilities Lead the Client Management Process to identify new business development opportunities. Source new clients within the... ...business environment. Advocate for clients and prospects as a trusted advisor, providing integrated recommendations across wealth structuring...Shift workDay shiftBank of America
Los Angeles, CA5 days ago- Los Angeles Federal Credit Union is seeking a Digital Member Service Representative to support members through the Digital Branch, delivering financial services via phone, email, and secure digital channels. In this hybrid role, you will handle memberships, loans, and online...
Los Angeles Federal Credit Union
Glendale, CA3 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...Keller Williams Realty Inc
Downey, CA3 days ago$25 - $27.88 per hour
...Bank of America is seeking an enthusiastic individual for client engagement in San Rafael, California. The role involves educating clients on self-service banking options and accurately processing transactions while building strong relationships. A high school diploma...Hourly payBank of America
San Rafael, CA4 days ago- Join J.P. Morgan Chase as a Private Client Advisor in Los Alamitos, CA. This role involves delivering personalized investment solutions and providing comprehensive financial planning to clients, ensuring an exceptional investor experience. Candidates need at least 2 years...
Aumni
Los Alamitos, CA3 days ago - ...About the job Travel customer representative As a Travel Customer Representative, you will play a key role in supporting our clients throughout their travel journey from the moment they book to the moment they return home. You will assist with inquiries, resolve issues...Immediate startRemote workFlexible hours
Getaway Travel Agency
Palm Springs, CA18 days ago $26 - $28 per hour
...Responsibilities * Hosting clients and other stakeholders with the ability to provide personalized customer experience * Acknowledge selling of watches, accessories and services as main task and exceeds turnover targets set by the Boutique Manager * Identify and/or create...Local areaFlexible hoursRichemont
Canoga Park, CA4 days ago- ...Bank of America in Laguna Niguel, CA, is seeking a frontline Client Services Associate to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy. You will build relationships to meet financial needs, handle center traffic...
Bank of America
Laguna Niguel, CA3 days ago $30 - $35 per hour
...Atrium is seeking on behalf of our client a Client Advisor based in Beverly Hills . A background check may be run only after a conditional offer is made, where permitted by law . Location: Beverly Hills, CA Employment Type: Full-time Compensation: $30-35/hr Position Overview...Full timeLocal areaShift workAtrium
Beverly Hills, CA3 days ago- ...As a BMW Certified Pre-OwnedClient Advisor, you’ll be at the forefront of the automotive industry, promoting our largest ever model range... ...skills Experience generating and/or building a loyal client base highly regarded Knowledge of current trends and news, plus...Local areaRemote work
GrabJobs
Glendale, CA2 days ago
