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Client advisor Jobs in Berkeley, CA

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Client advisor • berkeley ca

Last updated: 1 day ago

Financial Advisor

TradeJobsWorkforce94158 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

Advisor - Fourth St.

Warby ParkerBerkeley, US
Full-time +1

Warby Parker is searching for a well-rounded Sales Advisor to help us deliver the best possible service to each and every one of our customers.At other brands, you might see similar roles called Sa...Show more

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

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

Remote Benefits Advisor

AO Globe LifeOakland, CA, US
Remote
Full-time
Quick Apply

AO Globe Life is actively hiring to join our fully remote, mission-driven team.This opportunity is ideal for recent or soon-to-be graduates with backgrounds in business, marketing, communications—o...Show more

Senior Property Advisor

US001 Marsh USA LLCEmbarcadero,San Francisco
Full-time

Marsh USA LLC is seeking candidates for the following full-time position based in the San Francisco, CA office (A hybrid work schedule may be permitted within a commutable distance from the worksit...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 - Alameda, CA and Surrounding Areas

JPMorgan Chase & Co.Oakland, 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

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

JPMorgan Chase Bank, N.A.Alameda, CA, 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

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 - Berkeley CA and Surrounding areas

JPMorgan Chase & Co.Berkeley, 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

Wealth Advisor (Berkeley)

EP Wealth AdvisorsBerkeley, CA, United States
Full-time

Berkeley CA - Berkeley, CA 94704.Salary Position Type Full Time Category Advisor.EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.AUM as of December 31, 2025, serving pr...Show more

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

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

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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

Project HSE Advisor

Hitachi RailOakland, California, United States
Full-time

The successful candidate is comfortable performing a wide range of tasks from administrative to strategic.Work hours for this NIGHT SHIFT position are:.Sunday - Friday from 10:00pm to 6:30am.This i...Show more

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Financial Advisor

Financial Advisor

TradeJobsWorkforce94158 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.