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Client advisor Jobs in Berkeley, CA

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Client advisor • berkeley ca

Last updated: 6 hours ago

Financial Advisor

TradeJobsWorkforce94137 San Francisco, CA, US
Full-time

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and ins...Show more

 • Promoted

Work From Home - Client Benefits Advisor

Global Elite | AOGarciaOakland, CA, United States
Full-time

If you're driven but stuck in a system that rewards time instead of performance, it's time to rethink things.This opportunity is for individuals who want to take ownership of their income and growt...Show more

Remote Benefits Advisor (50k-90k per year)

Professional CareersOakland, California
Remote
Full-time +1

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r...Show more

 • Promoted

Financial Advisor

Edward JonesAlameda, CA, United States
Full-time

Join a financial services firm where your contributions are valued.Edward Jones is a Fortune 500 company where people come first.With over 9 million clients and 20,000 financial advisors across the...Show more

Energy Advisor

TRC Companies, Inc.Oakland, California, USA
Full-time +1

TRC has long set the bar for clients who require more than just engineering, combining science with the latest technology to devise innovative solutions that stand the test of time.From pipelines t...Show more

Senior Private Client Advisor

US012 Marsh & McLennan Agency LLCEmbarcadero,San Francisco
Full-time

Hybrid to our San Francisco office.Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people.The industry’s brightest talent drive ...Show more

Block Advisor Tax Advisor

H&R BlockLafayette, CA, United States
Full-time

At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show more

J.P. Morgan Wealth Management Private Client Advisor - Berkeley CA and Surrounding areas

JPMorgan ChaseBerkeley, CA, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more

Undergraduate Advisor (5156C) - 85214

InsideHigherEdBerkeley, California, United States
Full-time

Undergraduate Advisor (5156C) - 85214.At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive.Our culture of openness, freed...Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Alameda, CA and Surrounding Areas

JPMorgan Chase Bank, N.A.Alameda, US
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more

 • New!

Client Solutions Advisor

PaychexAlbany, California
Full-time +1

Selling Company's products and services by developing relationships with clients and referrals from internal sales partners to increase overall revenue for clients in the 20+ employee space.Present...Show more

Client Experience Lead

Husch BlackwellOakland, CA, US
Full-time

United States, serving clients with domestic and international operations.At Husch Blackwell we believe that diverse, equitable and inclusive teams lead to better outcomes.Husch Blackwell is commit...Show more

Service Advisor/Writer

Automotive World IncBerkeley, CA, US
Full-time

Competitive salary based on experience and qualifications.Opportunities for career growth and advancement within our established organization.Collaborative and supportive work environment with a fo...Show more

J.P. Morgan Wealth Management Private Client Advisor - Napa, CA and Surrounding areas

ChaseBerkeley, CA, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more

Beauty Advisor

TradeJobsWorkForce94104 San Francisco, CA, US
Full-time

Greet customers upon their arrival Demonstrate proper use of makeup and skin care products Cross-sell beauty products, when appropriate (e.Identify customer needs and recommend cosmetics and skin c...Show more

 • Promoted

Client Care Coordinator

SkinSpiritOakland, CA, US
Full-time
Quick Apply

Celebrating 20+ years of excellence, SkinSpirit is a top destination for aesthetic skincare and body-with over 55 locations nationwide.Our highly trained experts are the best in the industry-renown...Show more

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Financial Advisor

Financial Advisor

TradeJobsWorkforce94137 San Francisco, CA, US
30+ days ago
Job type
  • Full-time
Job description
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.