Wealth Management Trainee
6 days ago
Financial Advisor - Endowments and Foundations What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of our team, you'll work one‑on‑one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of. We support you every step of the way: No finance background? No problem—sales, service, or people‑facing experience is a big plus First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business. Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion. Award winning mentorship and training programs that support your move into sales leadership and wealth management. Income support to get you started on top of your commissions and bonuses. *This is an entry‑level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors. Why Join Us? Top‑tier training with mentors and resources to help you succeed at every level. Your career, your pace by moving into a leadership role in as little as 12 months. Continuous support with tech tools, marketing leads, and team collaboration. Unlimited income streams with uncapped commissions, renewals, and bonuses. Live life with exciting awards trips, lasting friendships and true work‑life integration. Base pay range $70,000.00/yr - $100,000.00/yr Seniority level Entry level Employment type Full‑time Job function Finance, Sales, and Customer Service Industries Insurance, Investment Management, and Financial Services Note: Applicants must reside in the state of position to be considered. By applying, you agree to be contacted via phone, email and/or SMS. #J-18808-Ljbffr
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Senior Wealth Client Relations Manager
2 weeks ago
Brea, United States BBF Wealth Full timeA financial services firm in Brea, California, is looking for a Client Relationship Manager to manage and deepen long-standing client relationships. The role requires strong knowledge of investments, effective communication skills, and the ability to handle client requests professionally. Candidates should possess a bachelor's degree in accounting, business...
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Client Relationship Manager
2 weeks ago
Brea, United States BBF Wealth Full timeClient Relationship Manager page is loaded## Client Relationship Managerlocations: Brea, California - United Statestime type: Full timeposted on: Posted 26 Days Agojob requisition id: R-0008450**Job Description**Blunt Wealth Services is seeking a Client Relationship Manager to manage highly coveted, long-standing client relationships of the firm. The...
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Brea, United States Bankers Life Full timeA leading insurance and financial services firm in California is seeking a Financial Advisor to offer personalized financial solutions and build meaningful client relationships. Ideal candidates are driven individuals seeking growth, mentorship, and unlimited income potential. The role requires sales or people-facing experience, with a salary range of...
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Brea, United States JPMorganChase Full timeJ.P. Morgan Wealth Management – Private Client Advisor - Brea, Diamond Bar, Fountain Valley, CA and Surrounding Areas Join to apply for the J.P. Morgan Wealth Management – Private Client Advisor - Brea, Diamond Bar, Fountain Valley, CA and Surrounding Areas role at JPMorganChase. Overview At J.P. Morgan Chase, we have an enthusiasm for helping our...
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Brea, United States Sedgwick Full timeWorkers Compensation Claims Representative TraineeBy joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there's no limit to what you...
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Client Relationship Manager
2 weeks ago
Brea, United States Raymond James Full timeBlunt Wealth Services is seeking a Client Relationship Manager to manage highly coveted, long-standing client relationships of the firm. The Client Relationship Manager will manage day-to-day client relationships and requests, have a strong knowledge of investments, and ensure compliance with firm and regulatory policies and procedures. Additionally, you...
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Client Relationship Manager
2 weeks ago
Brea, United States Raymond James Financial Services Full timeClient Relationship Manager Blunt Wealth Services is seeking a Client Relationship Manager to manage highly coveted, long-standing client relationships of the firm. The Client Relationship Manager will manage day-to-day client relationships and requests, have a strong knowledge of investments, and ensure compliance with firm and regulatory policies and...
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Client Relationship Manager
7 days ago
Brea, California, United States Raymond James Full timeJob DescriptionBlunt Wealth Services is seeking a Client Relationship Manager to manage highly coveted, long-standing client relationships of the firm. The Client Relationship Manager will manage day-to-day client relationships and requests, have a strong knowledge of investments, and ensure compliance with firm and regulatory policies and procedures....
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Client Relationship Manager
2 days ago
Brea, CA, United States Raymond James Financial Services Full timeJob Description Blunt Wealth Services is seeking a Client Relationship Manager to manage highly coveted, long-standing client relationships of the firm. The Client Relationship Manager will manage day-to-day client relationships and requests, have a strong knowledge of investments, and ensure compliance with firm and regulatory policies and procedures....
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Client Relationship Manager
4 days ago
Brea, CA, United States Raymond James Financial Services Full timeJob Description Blunt Wealth Services is seeking a Client Relationship Manager to manage highly coveted, long-standing client relationships of the firm. The Client Relationship Manager will manage day-to-day client relationships and requests, have a strong knowledge of investments, and ensure compliance with firm and regulatory policies and procedures....
