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As a Senior Wealth Advisor, you'll play a critical role in our mission to transform the industry. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience.
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In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills by: Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.
$140,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Solution Engineer III in Capital Group Private Client Services, you will have the opportunity to get engaged with the entire Wealth Management lifecycle and capabilities: Client/Advisor Portal, Client onboarding/servicing, Financial planning & Asset allocation, Portfolio Management, Order management & trading, Accounting & Results.
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You have an affinity for data, are fluent in SQL and preferably have experience with data visualization/data manipulation tools like Tableau, Microsoft PowerBI, Alteryx, etc. Prior experience with CRD’s (Charles River Development) order & trade management platform is a plus.
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I can succeed as a Solutions Engineer III at Capital Group." Knowledge of asset management and wealth management is a plus. You have at least 5 years of software engineering experience, being part of a team building applications using.
$111,404 - $178,246 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The Beauty Advisor will be responsible for interacting with clients and providing an elevated client experience. The Beauty Advisor utilizes this knowledge to provide clients with personalized assistance to enhance their shopping experience and reach set goals.
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Deliver consistent messaging related to operational policies and procedures to support financial advisor, back office, investor, and internal sales inquiries ensuring service excellence. The DWS Department is the primary point of contact for all investment operations questions for all products (supporting Private Equity, Non-Traded REIT, Business Development Company and Interval Funds, among others) working closely with Sales, Transfer Agents, Third Party Administrators, Advisors, and other Financial Intermediaries.
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Position OverviewOur Sales Advisor will represent our client, SimpliSafe, a leader in innovative home security solutions. You will serve as a consultative in-store expert at a local Best Buy, showcasing and demonstrating their market-leading line of self-installed home security and monitoring a SimpliSafe Sales Advisor, you will play a crucial role in helping customers understand their needs and provide personalized solutions that empower them to protect their loved ones and valuable possessions.
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Attend client meetings with the Advisor or Director Risk Management, when requested. Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client's insurance.
$66,415 - $98,900 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. Then you need to talk to us about our Client Advisor Program where you steadily build a book of clients and receive annual commissions every year.
$80,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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STRIDE aims to reinvent the definition of a runner through strategically-designed coached indoor running & walking classes taken at your own pace, empowering every client to cross their own personal finish line.
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Sell clothes and earn client confidence through unparalleled styling expertise. Accurately and efficiently process transactions while treating product like gold and delivering a world-class client experience.
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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.
$47,400 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Leverage MyClient to nurture client relationships through impactful and personalized outreach. Drive sales through leveraging Macy’s Loyalty Program Participate in pre-selling and sales driving events Remain up to date with all training through Beauty Playground.
$16.5 - $23.1 an hourPart-timeExpandApply NowActive JobUpdated Today
client advisor jobs in Costa Mesa, CA
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