Client advisor • berkeley ca
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
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
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
Client Experience Specialist - Work From Home.Are you looking for a work-from-home role where you can grow, help families, and do the work with integrity?.We are matching dedicated people with a fi... Show more
We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients.Our firm offers a comprehensive range of financial service... Show more
Discord has a highly engaged community of millions of daily active users who use the platform for many different reasons, but there’s one thing that nearly everyone does:.Discord plays a uniquely i... Show more
Remote seat on a team that helps families understand and set up protection options.Purpose with a process — not vague “help people.A growth path if the numbers and the attitude are there.Coaching i... Show more
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
Costa Auto Care and Tire is a family-owned repair and tire shop serving Oakland since 1984.We're growing, with plans to add locations, and we're looking for a Service Advisor to grow with us.K-$120... Show more
We appreciate your interest in employment with Barry’s! Barry’s is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of ... Show more
Overview If you are a highly motivated individual with an active, unrestricted credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complet... Show more
We're looking for motivated Commercial Print Sales Advisors to introduce businesses to smarter printing and document management solutions.This is an ideal opportunity for someone who enjoys buildin... Show more
Work From Home - Client Benefits Specialist.Looking for motivated individuals who want more out of their income and career.This is a remote opportunity where you’ll work directly with individuals w... Show more
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien... Show more
Application Deadline: 12/17/2026 Address: 1480 Shattuck Ave.Job Family Group: Retail Banking Sales & Service Acts as the primary client contact to uncover financial needs and provide holistic ban... Show more
Rippling gives businesses one place to run HR, IT, and Finance.It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and co... Show more
About Destiny Arts Center Destiny Arts Center (DAC) is a nationally recognized leader in creative youth development and a vital cultural institution in Oakland.For nearly four decades, Destiny has ... Show more
A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash... Show more
Customer Service Travel Advisor.Join Our Growing Team at Departure Travel.Departure Travel is looking for motivated, detail-oriented individuals who are passionate about helping others create memor... Show more
Bay St, Emeryville, CA 94608, United States (US).You’re a beauty expert, guiding clients on their journey at the Beauty Studio and beyond.It’s about more than just products—it's also making someone... Show more
The average salary range is between $ 64,480 and $ 80,000 year , with the average salary hovering around $ 80,000 year .
The average salary range is between $ 46,802 and $ 126,169 year , with the average salary hovering around $ 62,436 year .
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.
