Previous automotive sales experience required, valid Arizona driver’s license, ability to close deals, CRM experience, strong interpersonal and negotiation skills, pass background and drug screen.
Sacramento or San Francisco or Phoenix or Denver or Salt Lake City or San Diego
$53k-$98k/yrHybridFull Time
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
2+ YOE2+ years personal lines insurance experience with high-net-worth clientele, active P&C license required, Bachelors preferred, professional designations (CPCU/CIC/CPRIA) a plus, client service and travel ability.
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
3+ YOEMinimum 3 years retail sales experience (luxury preferred), computer literate, ability to maintain client book, flexible to work evenings, weekends and holidays.
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Drive individual and team sales, master brand and product knowledge, use clienteling tools to build long-term client relationships; retail or customer-centric experience preferred.
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance products and services.
3+ YOEUndergraduate degree and 3+ years experience (institutional investment management or investment banking preferred). Strong analytical, communication and project management skills; product knowledge in Fixed Income, Equities, Alternatives preferred. Series 7 and 63 required within 90 days; CFA charter expected to be pursued if not started.
Senior Client Advisor - Scottsdale (Scottsdale, AZ, US)
Scottsdale, Arizona, United States
OnsiteFull Time
Dolce & Gabbana: Designs and retails luxury fashion apparel and beauty products.
Proven client-focused retail experience (preferably fashion/luxury), strong sales and KPI performance, product expertise, digital tool proficiency, excellent communication and teamwork.
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
2+ YOE2+ years in Treasury Management or similar; HS diploma required, BA preferred; knowledge of banking operations, regulatory compliance; strong communication.
Experienced financial advisor with strong relationship, planning, and business-development skills; familiarity with CRM and planning technology; client-focused and growth-minded.
J.P. Morgan Wealth Management – Private Client Advisor - Litchfield Park/Buckeye, AZ
Litchfield Park or Buckeye
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEAt least 2 years in a financial advisory role; Series 7 and Series 66 licenses; Life/Health/LTC insurance licenses, or ability to obtain within 60 days.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, strong client focus, adaptability to technology, detail oriented, high school diploma or GED required; FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2+ YOE2+ years client service experience in financial services or banking; strong judgment, written and verbal communication, ability to navigate complex situations, and proficiency helping advisors use AdvisorComplete and Wealthscape.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisor teams; knowledge of financial products, strong communication, Microsoft Office skills, and industry licenses required.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom