Stewart Chrysler Jeep Dodge RamNewAutomotive Service Advisor/Writer Stewart Chrysler Jeep Dodge RamAutomotive Service Advisor/WriterSan Mateo, CAFull timeStewart Chrysler Dodge Jeep Ram is looking for experienced Service Advisors to join our industry leading service team! Service Advisors / Automotive Service Consultants interpret customer needs for the mechanics.
Boardwalk Chrysler Dodge Jeep RamNewAutomotive Service Advisor/Writer Boardwalk Chrysler Dodge Jeep RamAutomotive Service Advisor/WriterRedwood City, CAFull timeBoardwalk Chrysler Dodge Jeep Ram is hiring experienced Service Advisors to join our family owned and operated dealership! In business for 40 years, we know how to best serve our customers ā by taking care of our employees!
AtriumClient Advisor AtriumClient AdvisorPalo Alto, CA$30ā$35 / hourGuided by our Applicant-Centricā¢ approach, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners.
Hendrick Automotive Group CorporateService Advisor Hendrick Automotive Group CorporateService AdvisorPleasanton, California$16.90ā$26 / hourFull timeWork includes inspection of customer vehicles and frequent movement around the Service Department to convey information between customers and service technicians. Frequently interacts with customers, service manager and service technicians, and employees from various departments in the dealerships.
ClifyX, INCIndustry Advisor Customer Data Strategy ClifyX, INCIndustry Advisor Customer Data StrategySan Ramon, CAThis role will be responsible for shaping the end to end value proposition spanning customer data strategy, identity resolution, CDP/MarTech ecosystems, and AI led activation while translating it into measurable business outcomes for US retailers. Strong Experience in Retail having worked with Industry leading Retailers in US; Business understanding of Customer Data Strategy, Loyalty and Personalization and how that impacts the Retail Business.
The Pape Group, IncCustomer Service Advisor (Heavy Equipment Parts & Service Sales) The Pape Group, IncCustomer Service Advisor (Heavy Equipment Parts & Service Sales)Fremont, CAProgressive Vacation Plans, Sick Leave & Paid Holidays - Members receive 80 hours of vacation (First year is prorated for new hires based on start date), 40 hours of Sick Leave, and 7 paid holidays each year. Every day you will be responsible for relationship-based selling with our customers by determining what our customers' needs are, recommending solutions, and providing these services to them.
Spade RecruitingRemote Customer Care Advisor Spade RecruitingRemote Customer Care Advisorsan francisco, CARemoteFull timeIf you're eager to learn, want meaningful work, and are ready to grow with a supportive team, weād love to hear from you. Guiding Families: Provide clear explanations of benefit programs and help clients make informed decisions.
Pape' MachineryNewCustomer Service Advisor (Heavy Equipment Parts & Service Sales) Pape' MachineryCustomer Service Advisor (Heavy Equipment Parts & Service Sales)Fremont, CAProgressive Vacation Plans, Sick Leave & Paid Holidays ā Members receive 80 hours of vacation (First year is prorated for new hires based on start date), 40 hours of Sick Leave, and 7 paid holidays each year. Every day you will be responsible for relationship-based selling with our customers by determining what our customers' needs are, recommending solutions, and providing these services to them.
Tata Consultancy Services LtdIndustry Advisor Customer Data Strategy Tata Consultancy Services LtdIndustry Advisor Customer Data StrategySan Ramon, CA$170,200ā$230,300 / yearThis role will be responsible for shaping the endātoāend value proposition-spanning customer data strategy, identity resolution, CDP/MarTech ecosystems, and AIāled activation-while translating it into measurable business outcomes for US retailers. Strong Experience in Retail - having worked with Industry leading Retailers in US; Business understanding of Customer Data Strategy, Loyalty and Personalization and how that impacts the Retail Business.
Pep BoysNewAutomotive Customer Service Advisor Pep BoysAutomotive Customer Service AdvisorSan Jose, CA$17.95ā$21.60 / hourConduct and participate in routine express automotive services, including tire mounting, balancing, rotations, and repair; oil changes, fluid top-offs, lubrications, filter and bulb replacement; battery installation, starting and charging system testing; cosmetic car services, and thorough vehicle inspection. Responsible for the organization and productivity of the service business through work order and register transactions, thorough vehicle inspections, and service and replacement part knowledge.
AO Globe LifeCustomer Service / Benefits Advisor (Work from home) - AO Globe Life AO Globe LifeCustomer Service / Benefits Advisor (Work from home) - AO Globe LifeSan Francisco, CaliforniaRemoteWeāre one of the fastest-growing teams in our industry, dedicated to helping families and developing future leaders. If youāre looking for a remote role that offers uncapped earning potential, flexible hours, and long-term career growth, this could be the right fit for you.
Circle Internet Financial LLCCustomer Care Advisor Circle Internet Financial LLCCustomer Care AdvisorSan Francisco, CARemote$29.50ā$41 / hourCircle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. What you'll be responsible for: You'll be a part of a truly amazing team of people working directly with customers around the world, helping them to utilize the full potential of Circle while providing an outstanding customer experience with every interaction.
AO Globe Life - Simonne LeBlancCustomer Service / Benefits Advisor (Work from home) AO Globe Life - Simonne LeBlancCustomer Service / Benefits Advisor (Work from home)San Francisco, CARemoteFull timeWeāre one of the fastest-growing teams in our industry, dedicated to helping families and developing future leaders. If youāre looking for a remote role that offers uncapped earning potential, flexible hours, and long-term career growth, this could be the right fit for you.
Best Buy Co IncOutlet Customer Experience Specialist, Advisor Best Buy Co IncOutlet Customer Experience Specialist, AdvisorMilpitas, CAAs the Sales Consultant - Appliance Outlet you will: Implement assigned responsibilities from store leadership in outlet area to engage customers using selling skills to build complete, connected solutions while maintaining a balance of high velocity and high service. The Sales Consultant - Appliance Outlet ensures Best Buy delivers a world-class customer experience as THE destination and authority for technology products and services.
(DBA) American Beacon PartnersRegional Advisor Consultant, Sales - West Region (Hybrid Wholesaler) (DBA) American Beacon PartnersRegional Advisor Consultant, Sales - West Region (Hybrid Wholesaler)SF, CARemoteThey cultivate relationships and drive sales for financial products like SMAs, mutual funds, private funds, and exchange-traded funds (ETFs) by using a mix of phone and virtual interactions with financial advisors, in addition to in-person meetings. Cross Collaboration: Partner with other wholesalers, including internal sales desk teams and external wholesalers, to create a seamless "one team" experience for advisors and execute sales strategies.
CoreTechsSenior Financial Advisor CoreTechsSenior Financial AdvisorSanta Clara, CA$140,000ā$200,000 / yearSince our founding in 2022, we have maintained a high-growth trajectory by providing personalized planning and wealth management to three niches: Tech Professionals (Equity/RSU/ISO planning), Small Business Owners, Retirees. Knowledge: Deep experience with at least one of our niches: highly comped tech employees (RSU/ISO/NSO), complex small business planning, or high-touch retirement distribution strategies.
Bank of America CorpFinancial Solutions Advisor - Parkside Financial Center Bank of America CorpFinancial Solutions Advisor - Parkside Financial CenterSan Francisco, CAMerrill Lynch Pierce Fenner & Smith Incorporated also referred to as MLPF&S or Merrill makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.). Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Bank of America CorpFinancial Solutions Advisor Registration Candidate- Saratoga-Monterey Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Saratoga-Monterey MarketGilroy, CA$28.85ā$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). 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 clients.
Bank of America CorpFinancial Solutions Advisor Registration Candidate- East Bay Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- East Bay MarketFremont, CA$28.85ā$33.65 / hourOnce 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 youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Bank of America CorpFinancial Solutions Advisor Registration Candidate- Silicon Valley Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Silicon Valley MarketMountain View, CA$28.85ā$33.65 / hourOnce 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 youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Bank of America CorpFinancial Solutions Advisor Registration Candidate - Greater Oakland Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Greater Oakland MarketOakland, CA$28.85ā$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Initio CapitalNewStartup Advisor Initio CapitalStartup AdvisorSan Francisco, CARemote$80,000ā$170,000We are inviting experienced professionals to join Initio Capital as independent Startup Advisors / Business Consultants, working flexibly with early-stage founders across our platform. We work hands-on with startups at the idea, pre-seed, and early growth stagesāsupporting them across strategy, go-to-market, fundraising, operations, and execution.
Dorso's Automotive RepairAuto Service Advisor - Automotive Service Manager Dorso's Automotive RepairAuto Service Advisor - Automotive Service ManagerFremont, CA$25ā$35 / hourYou'll coordinate critical matters such as estimating and quoting repairs for customers, review past service records, review warranty records, and quality checks on completed jobs. Dorso's Automotive Repair Inc. in Fremont, CA is currently hiring for an Auto Service Advisor - Automotive Service Manager to join our team.
FidelityNewVP, Wealth Management Advisor - San Francisco Bay Area FidelityVP, Wealth Management Advisor - San Francisco Bay AreaSan Francisco, CaliforniaPlease be advised that Fidelityās business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products .
NFP CorpSenior Associate, Advisor NFP CorpSenior Associate, AdvisorSan Francisco, CA$90,000ā$111,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Bank of America CorpFinancial Solutions Advisor - Stonestown Financial Center Bank of America CorpFinancial Solutions Advisor - Stonestown Financial CenterSan Francisco, CA$70,000ā$80,000 / yearWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions ā¢ Recommends banking and investments strategies that align with client financial goals and needs ā¢ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds ā¢ Mitigates and controls risk as part of daily activities ā¢ Identifies and engages potential new clients through referrals or financial center clientele ā¢ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. ā¢ Account Management ā¢ Advisory ā¢ Client Experience ā¢ Branding ā¢ Customer and Client Focus ā¢ Oral Communications ā¢ Active Listening ā¢ Attention to Detail ā¢ Client Solutions Advisory ā¢ Issue Management ā¢ Pipeline Management ā¢ Causation Analysis ā¢ Client Management ā¢ Policies, Procedures, and Guidelines ā¢ Risk Management ā¢ Written Communications.
PromotiveNewAutomotive Service Advisor | $80K-$120K+ | No Weekends- 2216 PromotiveAutomotive Service Advisor | $80K-$120K+ | No Weekends- 2216Oakland, CA$35ā$40 / hourWe're looking for an experienced Automotive Service Advisor who enjoys helping customers, building trust, and being part of a team-focused culture. We believe great service advisors succeed by building trust and creating exceptional customer experiencesānot through pressure or gimmicks.
JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - San Francisco, CA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - San Francisco, CASan Francisco, CAFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Palo Alto JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Palo AltoPalo Alto, CAFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Trinity Life SciencesVP, Executive Management Advisor Trinity Life SciencesVP, Executive Management AdvisorSan Francisco, CATrinity's salary bands account for a wide range of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs. VP, Executive Management Advisor, will report directly into the SVP and be the overall account lead for 10-12 large/mid-size accounts overseeing contracted business advisory services and business development efforts across all TGaS Advisors solutions.
Initio CapitalNewAdvisor Network Member ā Equity Capital Raising Initio CapitalAdvisor Network Member ā Equity Capital RaisingSan Francisco, CARemote$5,000ā$7,000As a RaiseOS Advisor, youāll leverage your expertise and network to guide clients through the fundraising process while earning competitive compensation for successful outcomes. RaiseOS, powered by Initio Capital, is a modern capital-raising platform designed to help founders and fund managers efficiently close equity rounds.
Santa Cruz MotorsNewAutomotive Service Advisor/Shop Manager Santa Cruz MotorsAutomotive Service Advisor/Shop ManagerSanta Cruz, CaliforniaQuality independent repair shop seeks an Experienced Service Advisor/Shop Manager. Ideal candidate will have current independent or dealership service writing/shop management experience.
YogaSix - Northern CaliforniaWellness Advisor (Sales) YogaSix - Northern CaliforniaWellness Advisor (Sales)Mountain View, CAPart timeSuccessful Wellness Advisors develop a broad and marketable skill set through their time in this role that are transferable throughout the boutique fitness space, as well as many industries outside of the fitness industry. DUTIES: ā New Member Acquisition and Retention: A successful studio depends on supporting prospective students through the following life cycle: Booking Appointments .
Empower Annuity Insurance Co of AmericaSenior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region Empower Annuity Insurance Co of AmericaSenior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area regionSan Jose, CA$104,800ā$148,075 / yearThe Senior Wealth Advisor, Practice Lead plays a vital role in helping Empowers Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households, focusing on clients in the Greater SF Bay Area area. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening.
JPMorgan Chase Bank, N.A.Asset Management - Client Advisor - RIA Channel, Northern California JPMorgan Chase Bank, N.A.Asset Management - Client Advisor - RIA Channel, Northern CaliforniaSan Francisco, CAFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Stevens Creek LincolnService Advisor Stevens Creek LincolnService AdvisorSan Jose, CaliforniaThe responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. Past experience as a service advisor, assistant lane manager or service consultant is a plus.
SAP SEData & AI Solution Advisor - WEST SAP SEData & AI Solution Advisor - WESTSan Francisco, CAAdditionally, you carry critical accountability for crossāentity enablement, aligning and empowering account teams, solution advisors, delivery organizations, and ecosystem with the guidance, frameworks, and clarity required to execute consistently and confidently in technology integration and acquisition scenarios. Acting as a trusted advisor to customers and internal stakeholders, you translate complex integration challenges into clear, holistic, and differentiated SAP Data & AI strategies and architectures, reinforcing customer trust and safeguarding longāterm investments.
Wells Fargo & CoAssociate Financial Advisor Wells Fargo & CoAssociate Financial AdvisorSAN FRANCISCO, CAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Benjamin Franklin PlumbingPlumbing Advisor Sales and Service Tech Benjamin Franklin PlumbingPlumbing Advisor Sales and Service TechSan Jose, CaliforniaAbout the Role:Join Benjamin Franklin Plumbing of Bay Area as a Plumbing Advisor, Sales and Service Tech, where your expertise will make a difference in our customers' lives. About Us:Benjamin Franklin Plumbing of Bay Area has been serving the Bay Area for 30 Years, providing reliable and professional plumbing services.
Cardinale Automotive GroupService Advisor Cardinale Automotive GroupService Advisoroakland, CAAPPLY NOW Apply with Indeed CardinaleWay Mazda - Peoria Address 8424 W Bell Rd Department Service Employment Type Full Time APPLY NOW Apply with Indeed Refer a Candidate First Name Last Name Email Phone Number Notification Method Email Text Messages Both refer. With every vehicle sold, every automobile serviced, every customer interaction and every new hire brought onboard - we strive to create outstanding and long-lasting relationships.
Cardinale Automotive GroupParts Advisor Cardinale Automotive GroupParts Advisormountain view, CA$16ā$25 / hourAPPLY NOW Apply with Indeed Volkswagen Bakersfield Department Parts Employment Type Full Time Pay $16.00-$25.00 APPLY NOW Apply with Indeed Refer a Candidate First Name Last Name Email Phone Number Notification Method Email Text Messages Both refer. With every vehicle sold, every automobile serviced, every customer interaction and every new hire brought onboard - we strive to create outstanding and long-lasting relationships.
Bank of America CorpFinancial Solutions Advisor Registration Candidate- San Jose Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- San Jose MarketSan Jose, CAOnce 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 youve learned by growing and deepening relationships within a portfolio of clients. I was provided with dedicated study time training and support On screen copy While studying for Security Licenses the Academy at Bank of America provides Dedicated study time Training Support while I obtained my Securities Industry Essentials Series 7 and Series 66 licenses.
Columbia Banking System IncSenior Wealth Advisor Columbia Banking System IncSenior Wealth AdvisorSan Jose, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Northern CaliforniaNewWellness Advisor (Sales) - YogaSix Northern CaliforniaWellness Advisor (Sales) - YogaSixPalo Alto, CaliforniaSuccessful Wellness Advisors develop a broad and marketable skill set through their time in this role that are transferable throughout the boutique fitness space, as well as many industries outside of the fitness industry. DUTIES: New Member Acquisition and Retention: A successful studio depends on supporting prospective students through the following life cycle: Booking Appointments .
Bank of AmericaFinancial Solutions Advisor Registration Candidate- Peninsula Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- Peninsula MarketSan MateoOnce 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 youāve learned by growing and deepening relationships within a portfolio of clients. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
JPMorgan Chase & CoJ.P. Morgan Advisors - Wealth Planner - San Francisco, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Wealth Planner - San Francisco, CASan Francisco, CAChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
Cathay General BancorpAssistant to Financial Advisor Cathay General BancorpAssistant to Financial AdvisorMillbrae, CASkills Ability to be proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook), strong communication and presentation skills, excellent follow-up and organizational skills, ability to work successfully both independently and as a team player, be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills. We welcome applications for employment from all qualified candidates regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex, including pregnancy and related medical conditions, childbirth, and breastfeeding, reproductive health decision-making, sexual orientation, gender identity, expression, genetic information or characteristics, disability, or medical condition, military status, or status as a protected veteran, or any other status protected by applicable law.
JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Palo Alto JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Palo AltoPalo Alto, CAJob responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures. As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience.
JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - San Francisco, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - San Francisco, CASan Francisco, CAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
TIAAInternal Advisor Consultant TIAAInternal Advisor ConsultantSan Francisco, CaliforniaIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management.