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Client Advisor- Carmel
Carmel, California, United States
OnsiteFull Time
3+ YOEExperience in retail or luxury retail; proven sales results; flexible hours; POS proficiency; US work authorization.
POS systems, Microsoft Outlook, Client tracking systems
2mo
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J.P. Morgan Wealth Management - Private Client Advisor - Gilroy, CA
Gilroy, California, United States
$70k/yr OnsiteFull Time
2+ YOETwo years in financial advisory or equivalent; Series 7 and 66 licenses; Life/Health/Long Term Care license; CFP preferred; Bachelor's degree preferred.
1mo
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Wealth Management Client Associate
Monterey, California, United States
$25-$44/hr OnsiteFull Time
Client-service role supporting Financial Advisors; requires high school diploma/GED, strong communication, ability to learn technology platforms; FINRA credentials preferred (SIE, Series 7/66/63/65).
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Financial Advisor
Campbell, California, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial and client-facing experience, obtain Life/Accident & Health, SIE, Series 6, 7, 63 licenses; CFP support; US work authorization required.
2d
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Beauty Advisor - Flex
Los Gatos, California, United States
$23-$26/hr OnsiteFull Time, Part Time
Retail experience and strong client service skills; passion for beauty, excellent communication, ability to lift to 50 pounds, and reliable attendance.
2d
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Beauty Advisor - Flex
Los Gatos, California, United States
$23-$26/hr OnsiteFull Time, Part Time
Retail or client-facing experience, passion for beauty, strong communication, ability to lift up to 50 pounds, punctual and available for nights/weekends/holidays, meet minimum weekly hours.
3w
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Part-Time Beauty Advisor - Sephora
Campbell, California, United States
$18-$23/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, complete required training.
multiple frequency devices, handheld scanners
1mo
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Wealth Advisor, Schwab Wealth Advisory
Campbell, California, United States
$120k-$174k/yr OnsiteFull Time
Bachelor's degree and active FINRA Series 7 and Series 66 (or obtained within 120 days), CFP®/CFA preferred; strong client relationship, financial planning, time management, and communication skills; coachable and self-aware.
2d
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Senior Tax Strategy Advisor
Rockford or Beaverton or Fullerton or Los Gatos or Walnut Creek or Westlake Village
$140k-$180k/yr HybridFull Time
10+ YOECPA or EA required, Bachelor's in Accounting/Finance/Business required, CFP/PFS required within 1 year, 10+ years tax and financial planning experience with high-net-worth clients, proficiency in tax software and Microsoft Office.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
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Wealth Management Advisor - Hollister, CA
Hollister or Watsonville or Freedom
$65k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years financial sales experience (preferably with affluent clients); Series 7 and 63/65/66 and state insurance license; strong financial planning and relationship management skills.
1mo
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Financial Advisor - Scotts Valley, CA - Market 31, Region 382
Scotts Valley, California, United States
$45k-$100k/yr OnsiteFull Time
Bachelor's degree preferred or equivalent experience; SIE, Series 7 and Series 66 required (can be obtained during paid study); state insurance license required; strong relationship-building, sales, and client-service skills.
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