Investment Advisor: salario promedio en Long Beach, CA in 2024

We are an independent registered investment advisor (RIA) firm in the San Francisco Bay Area. The role involves providing comprehensive financial planning and investment advisory services to clients. The Financial Advisor will be responsible for developing personalized investment strategies and prov...

Focus Advisors is the leading M&A advisory firm specializing in the collision industry. This is a full-time Senior Investment Banker role at Focus Advisors. As a Senior Investment Banker, you will be responsible for both client acquisition and transaction execution. ...

Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm with over $11 billion across 16 advisory practices in 5 locations across the country. SEIA is now looking for established investment advisors who are looking to take their practice to a higher, more indep...

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clien...

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien...

We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients. Acquire and demonstrate knowledge of and adherence to regulation of securities, investments and investment products, securities markets, and financial plannin...

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c...

We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients. Acquire and demonstrate knowledge of and adherence to regulation of securities, investments and investment products, securities markets, and financial plannin...

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c...

Previous experience in customer service or sales is a plus. ...

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. Previous experience in customer service or sales is a plus. We're seeking someone who is great with people, building relationships, and putting customers first. Ability to listen to and underst...

The department is looking for an experienced data systems analyst to fulfill a vital position in the department. Detailed knowledge of current PDS4 and historical PDS3 metadata standards. Many of the tools used to perform daily tasks are tools that are not in common use outside of the NASA data arch...

The Business Systems Analyst Level 3 will be a business systems analyst for Enrollment Management and Student Affairs Systems, which includes moderate-to-complex systems, but not limited to, Financial Aid Systems, Student Information Systems, Degree Audit Reporting System (DARS), Student Records Sys...

The Business Systems Analyst, Bruin Learn CoE will help define, test, and deliver Bruin Learn CoE to maximize business value. The Business Analyst, Bruin Learn CoE will conduct customer research and collaborate with key stakeholders across the organization to gather business requirements and help tr...

The Data Analyst will have the opportunity to apply methodologies from econometrics, statistics, and data science to original research projects primarily in the fields of economic history, labor economics, and demography. The successful candidate will be well versed in data manipulation, wrangling, ...

Financial Business Process Analyst. ...

The purpose of the Customer Service Representative (CSR) position is to deliver excellent customer care and create sustainable value for customers via phone, email, chat, and correspondence. Provides efficient and effective service to customers and prospects on all patron-based services to a variety...

Located in the vibrant city of Los Alamitos, California, we are seeking an Experienced Customer Service Representative to join our dedicated team. If you are passionate about customer service, have a knack for problem-solving, and enjoy building relationships with clients, this role is perfect for y...

We are currently seeking a full-time Customer Service Representative for our Los Angeles, CA facility. The representative will ensure that customer instructions and inquiries are fulfilled according to customer specifications and are in compliance with established CBP procedures. The ideal candidate...

Are you a customer-oriented individual with a passion for sales and a desire to work from the comfort of your own home? We're seeking a dynamic Customer Service and Sales Support Representative to join our team and help us deliver outstanding service while driving sales and revenue growth. Promo...

A customer service representative, or CSR, will act as a liaison, provide product/services information and resolve any billing problems that our customer accounts might face with accuracy and efficiency. Customer service representatives can put themselves in their customers’ shoes and advocate...

Customer Service Representatives at Sam's Club ensure that customers have a pleasant shopping experience. Provide information to customers on products and services. Ensure customer satisfaction and provide professional customer support. Experience in customer service or retail preferred. ...

Job Title : Healthcare Data Analyst (Full time). Data Warehouse, ETL, Advanced SQL,. Data Profiling, Source to Target Mapping,. ...

Customer Service Representative**. Accountability Objective:** Daily execution of day-to-day tasks involving customer account activities for the Garden Grove business as assigned by Customer Service Manager. Customer Service Representative. Receive & process order requests from customers via email, ...

The Financial Analyst provides financial analysis support to three distinct vertical markets (Industrial, Oil and Gas, and Transportation) to assist in making sound financial business decisions. Supported by strong financial standing, the business is positioned to continue double digit annual growth...