5 client solutions developer jobs at 2 companies in Ventura, CA
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Vice President, Client Solutions (Alternatives & Wealth)
Pittsburgh or Santa Monica or Chicago or New York City
$110k-$175k/yr HybridFull Time
8+ YOEBachelor's degree or equivalent, 8+ years in client services/relationship management in financial services, strong investment product knowledge, Excel proficiency, strong communication and analytical skills.
Microsoft Excel
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Vice President, Client Solutions (Alternatives & Wealth)
Santa Monica or Pittsburgh or Chicago or New York City
$110k-$175k/yr HybridFull Time
8+ YOEBachelor's degree or equivalent experience, 8+ years in client services or relationship management in financial services, strong investment product knowledge, Excel proficiency, excellent communication and analytical skills.
Microsoft Excel
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Entry Level Financial Specialist
Woodland Hills or Palm Desert or Bakersfield
$60k-$80k/yr HybridFull Time
Build client relationships, develop financial plans, recommend insurance and investment solutions; obtain required securities and state insurance licenses; bachelor\u0002s degree preferred.
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Financial Specialist Career Changer Opportunity
Oxnard or Woodland Hills or Palm Desert
$60k-$80k/yr HybridFull Time
Develop client relationships, create financial plans, recommend insurance and investment solutions; licenses (Series 6, 63, state insurance) required/obtainable; bachelor's preferred; strong interpersonal and analytical skills.
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Entry Level Financial Specialist
Woodland Hills or Palm Desert
$60k-$80k/yr HybridFull Time
Build client relationships, develop financial plans, recommend insurance solutions; bachelor's preferred; licensing (Series 6, Series 63, state insurance) required/sponsored; strong interpersonal and analytical skills.