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2 client facing associate jobs at 2 companies in Victorville, CA

2mo
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Associate Advisor - Glendora, CA
Glendora, California, United States
$70k-$95k/yr OnsiteFull Time
E.A. Buck Financial Services
E.A. Buck Financial Services: Independent financial firm providing retirement and wealth planning services.
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
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1mo
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Bilingual Associate Broker, Industrial (Mandarin/English)
Corona, California, United States
OnsiteFull Time
Stream Realty Partners
Stream Realty Partners: Provides commercial real estate leasing, management, and investment services.
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
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