5d
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Licensed Client Service Associate - CITY OF INDUSTRY
City of Industry, California, United States
$74k-$104k/yr OnsiteFull Time
2+ YOE2+ years relevant experience, Bachelor's degree or equivalent, Series 7 and 63 or 66 required/obtain within 150 days, strong communication, organization, client-facing and data analysis skills, knowledge of investments and credit products.
5d
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Licensed Client Service Associate - CITY OF INDUSTRY
City Of Industry, California, United States
$74k-$104k/yr OnsiteFull Time
2+ YOE2+ years relevant experience, Bachelor's or equivalent, Series 7/63 or 7/66 to be obtained within 150 days, strong communication, data analysis, client-facing and time-management skills, knowledge of investments and banking.
1mo
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Associate Advisor - Glendora, CA
Glendora, California, United States
$70k-$95k/yr OnsiteFull Time
2+ YOEBachelor’s degree; active Series 65/66; Life license; 2–4 years in financial planning; CFP coursework/designation a plus; CRM experience; strong client-facing communication.
eMoney, MoneyGuidePro, RightCapital, CRM
4d
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Engineering Associate - San Diego, CA
Brea or San Diego or Northbrook
$78k-$95k/yr FieldFull Time
8+ YOEABET-accredited bachelor's in engineering, 8 years related experience, expert NEC and building code knowledge, electrical test equipment experience, frequent travel and remote work ability, strong communication and client-facing skills.
NEC, Electrical Test Equipment
4w
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Bilingual Associate Broker, Industrial (Mandarin/English)
Corona, California, United States
OnsiteFull Time
Bachelor's degree required, fluency in spoken Mandarin and English, strong financial analysis and Excel skills, CRM familiarity, business development and client-facing experience, strong communication and organizational skills.
Microsoft Excel, CRM