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.
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.
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
3+ YOE3+ years client service or financial services experience preferred; bachelor's degree preferred; strong problem-solving, regulatory compliance, data analysis, document management and Microsoft Office skills.
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
3+ YOEProven retail sales experience with individual targets, strong customer service, operational accuracy, Microsoft Word and Excel proficiency, ability to lift 25 lbs, and organized attention to detail.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
Retail leadership with client relationship management, sales and KPI achievement, team training, strong communication, multitasking, and proficiency with retail tools.
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.
J.P. Morgan Wealth Management – Private Client Advisor - Peoria, AZ
Peoria or Peoria
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; proven client acquisition and relationship skills; Series 7 and Series 66/63/65 and life/health/long term care insurance licenses required or must be obtained within 60 days; CFP and bachelor\u0002s preferred.
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.
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
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOEProvide client service and administrative support to financial advisors, execute transactions, onboard and maintain client accounts, and support digital tool enrollment. Series 7/63/65/66 licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
2+ YOE2+ years in financial services or degree in financial planning; Bachelor's degree; FINRA Series 7 & 65 or willingness to obtain; CRM experience preferred; strong client management skills.