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8 client advisor jobs at 6 companies in Soledad, CA

2mo
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Client Advisor- Carmel
Carmel, California, United States
OnsiteFull Time
Tiffany & Co.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOEExperience in retail or luxury retail; proven sales results; flexible hours; POS proficiency; US work authorization.
POS systems, Microsoft Outlook, Client tracking systems
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2mo
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J.P. Morgan Wealth Management - Private Client Advisor - Gilroy, CA
Gilroy, California, United States
$70k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
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1mo
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Wealth Management Client Associate
Monterey, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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2w
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Financial Advisor
Monterey, California, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to build client relationships, obtain life/health and securities licenses (SIE, Series 6,7,63), US work authorization, strong communication and time-management, background check.
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3w
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Wealth Management Advisor - Hollister, CA
Hollister or Watsonville or Freedom
$65k-$80k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
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.
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Financial Solutions Advisor Registration Candidate - Carmel Center
Carmel, California, United States
$29-$34/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEObtain required licenses (SIE, Series 7, Series 66), build client relationships, manage time, and progress through licensed roles.
SIE, Series 7, Series 66
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3mo
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Financial Solutions Advisor Registration Candidate- South Gilroy Market
Gilroy, California, United States
$29-$34/hr HybridFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOELicensing: obtain SIE, Series 7, Series 66. Build client relationships, manage time, adapt to technology. High school diploma required; financial services/sales experience preferred.
SIE, Series 7, Series 66, FINRA
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Branch Office Administrator - Watsonville, CA
Watsonville, California, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors; account management, transaction processing, strong computer literacy (MoneyGuide, Salesforce, Microsoft Office), analytical thinking, and attention to detail.
MoneyGuide, Salesforce, Microsoft Office
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