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4 client advisor jobs at 4 companies in Gerber, CA

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Sr Client Advisor - Commercial Lines
Shasta Lake, California, United States
RemoteFull Time
Trucordia
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
5+ YOERequires a state-issued Property and Casualty Insurance Producer License, 5+ years in insurance sales, Microsoft Suite and Salesforce proficiency, and analytics and communication skills.
Microsoft Suite, Salesforce
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Financial Advisor Associate
Redding, California, United States
$65k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
Bachelor's degree in business, finance, sales, marketing, or related field, or equivalent five years' professional experience. Requires communication, networking, organizational, and client advisory skills.
Financial Planning Specialist (FPS)
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2mo
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Financial Advisor - Rogue Credit Union
Redding, California, United States
$65k-$80k/yr OnsiteFull Time
Central Pacific Bank
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOEMust hold Series 7 and 66 (or 63/65), an insurance license, and have 3+ years of investment sales experience; ability to service and grow a client book.
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2mo
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Financial Advisor - Rogue Credit Union
Redding, California, United States
$65k-$80k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOESeries 7 and 66 (or 63/65) and insurance license required; 3+ years investment sales experience; ability to service and grow a client book using credit union referrals and LPL resources.
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