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Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more.
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Proficiency in using Sales Force / Client Relationship Manager Tool. Merrill Team Financial Advisor Business Development Program. The Team Financial Advisor Development Program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor.
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We are a trusted advisor that provides holistic, strategic omni-channel digital marketing solutions by partnering our clients to solve the biggest challenges in terms of customer acquisition and growth.
$55,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Maintains a docket of statutory USPTO and client due dates and satisfies all due dates in accordance with client instructions and firm docketing procedures. Crowell & Moring LLP, a global Am Law 100 law firm, seeks a highly qualified Scientific Advisor - Patent Agent to join its Intellectual Property practice group, working from its Irvine office.
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Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive.
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We are seeking an exceptional Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand. Tailor the client experience in order to exceed their expectations while supporting the team by providing, mentoring and ensuring smooth running of the sales ceremony on the shop floor.
$19 - $26 an hourFull-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Consulting Managers serve as a valued business advisor to our clients by filling a variety of client roles such as Virtual Controller, Account Manager, and Onboarding. We are looking for energetic individuals who have a passion for learning and using technology to provide outsourced finance & accounting services to our dynamic client base.
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Cultivate enduring business-to-business client relationships by serving as a trusted advisor. Supervise all account-related tasks, guaranteeing precise, timely, and client-specific execution.
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Reporting to Panerai Boutique Manager, the Client Advisor is responsible for achieving the personal sales target as well as contributing to the achievement of the boutique's objectives, developing the client panel and establishing best in class customer's experience by delivering high operational and service standards, while adhering to Panerai procedures and policies.
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The project is a collaborative design build delivery approach with our client serving as the Construction Management Advisor (CMa) and Commissioning Provider (CxP) on the project. The PM must work in concert with the other parties of the Project Delivery Team. The Project Delivery Team includes other client support staff, the Design Build Contractor (DB), GSA personnel, and other customer agency representatives, and other stakeholders.
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This Administrative Assistant will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments.
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We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal.
$47,400 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Gucci Client Advisor is responsible for providing our clients with exceptional service by meeting their individual needs and expectations, as well as serving as a "Gucci Ambassador", promoting the philosophy and values of the brand.
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Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Act as the primary Relationship Manager for assigned client relationships Leads / assists with creation business proposals or presentations (e.g. relationship plans, financial plans and reviews) Leads Annual Client Review with team members to evaluate changing needs, increase communication with client, and implement the client experience.
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Participate with the investment officer in client meetings. It involves extensive client contact and a working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real estate, taxes and estate planning.
$140,000 - $200,000 a yearFull-timeExpandUpdated Yesterday
client advisor jobs in Costa Mesa, CA
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