4 client advisor jobs at 3 companies in Eagle Point, OR
3mo
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
3mo
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Part-Time Beauty Advisor - Sephora
Medford, Oregon, United States
$16-$20/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong written/verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills.
3mo
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Full-Time Beauty Lead Advisor - Sephora
Medford, Oregon, United States
$18-$26/hr OnsiteFull Time
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic math and computer skills, and ability to use handheld scanners.
handheld scanners, multiple frequency devices
3w
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Branch Office Administrator - Grants Pass, OR
Grants Pass, Oregon, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service via calls/email/in-person, manage account openings/transfers, prepare meeting materials, and use MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office