Client Advisor

About the jobAn opportunity exists for an experienced Client Advisor to join our retail team at our Pacific Palisades boutique located in Palisades Village.The applicant must have sales experience (essential), amazing customer service skills, the ability to achieve KPI results, impeccable attention to detail and exceptional communication skills. Previous...

Job DescriptionJob DescriptionPYA is seeking a Client Accounting Advisor to join its high-performing and privately-owned firm with a dynamic culture and a strong national reputation. This individual will be a member of the Client Accounting Advisory Services (CAAS) team, working closely with the PYA Tax Department to serve PYA clients.RESPONSIBILITIES:Work...

Company Description Synergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

Company DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

Company DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

Job DescriptionJob DescriptionDescription:Saltmarsh is currently seeking a strong Financial Advisor who is a leader and who wants to join a firm that fosters both personal and professional development and supports the drive for advancement. Our ideal candidate demonstrates a passion for excellence by taking pride in a quality work product, delivering...

Company Description Synergy Wealth Solutions is a financial advisory firm located in Overland Park, KS. Our firm is built upon the idea that the combined efforts of our dynamic team are greater than the sum of each individual part. We are committed to delivering excellence through our collaborative culture and innovative strategies. Since 1851, in...

Company Description Synergy Wealth Solutions is a financial advisory firm located in Overland Park, KS. Our firm is built upon the idea that the combined efforts of our dynamic team are greater than the sum of each individual part. We are committed to delivering excellence through our collaborative culture and innovative strategies. Since 1851, in...

Job DescriptionJob Description--Job Title: Academic & Vocational AdvisorLocation: Tinley Park, Illinois Schedule: Flexible 11:00am -5:00pm Job Type: Part Time Compensation: $24 Hourly About the Role: Do you want to help people overcome their substance use and mental health challenges and achieve their academic and career goals? If so, you might be the...

Job Description: 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 in a connected culture, valuing diversity and inclusion and making everyone feel like they belong. We strive to continuously improve our...

Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth...

The Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in...

Job Description Job Description RoseRyan, a ZRG Company, is a company with advisory expertise to solve its clients’ finance and accounting challenges and take businesses to the next level. For nearly 30 years, our teams have become essential members of finance organizations at companies of all stages, as they tackle business transactions, strategic...

Job Description Job Description RoseRyan, a ZRG Company, is a company with advisory expertise to solve its clients finance and accounting challenges and take businesses to the next level. For nearly 30 years, our teams have become essential members of finance organizations at companies of all stages, as they tackle business transactions, strategic projects,...

Job Duties •Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience •Drive business results and acquire new assets, both from existing client base and new client acquisition •Advise clients on their...

Description : This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations...

Position: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual...

Position: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual...

Job DescriptionJob DescriptionJob purposeWith almost $2B in AUM and AUA, Trajan® Wealth is excited to announce a rare advisor opportunity. We are expanding to the Orlando area and are seeking an experienced, proven Financial Advisor.Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service...

SummaryUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s)...