Private Client Advisor

About UsUmpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation. Our recent merger with Columbia Bank has enabled us to expand our operations and become a major player in the western banking market.Our CultureWe pride ourselves...

About PIMCOPIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one...

Job Title: Client Advisor Los Angeles, CAOur client is a rapidly growing investment management firm headquartered in Newport Beach, CA. The Firm manages over $1 billion in Assets Under Management (AUM) and is a part of a larger Multi Family Office with over $24 billion in AUM.They provide investment management services to private clients and manage three...

Job SummaryCelebrating over 60 years of excellence in the financial services industry, Raymond James is seeking a detail-oriented and creative problem solver to join our team as a Registered Client Service Associate.This critical role provides high-quality administrative support to financial advisors, clients, and branch staff members, requiring effective...

Client Service LiaisonWe are seeking a skilled Client Service Liaison to join our team at Beacon Pointe Advisors. As a Client Service Liaison, you will be responsible for providing exceptional service to our high-net-worth clients and prospects. Your primary focus will be on building strong relationships with clients, understanding their needs, and...

Relationship Manager Job DescriptionWe are seeking a skilled Relationship Manager to join our team at Beacon Pointe Advisors. As a Relationship Manager, you will be responsible for providing exceptional service to our high-net-worth clients, investment professionals, and other members of the service support team.Key Responsibilities:Client Liaison: Act as...

Job Title: Private Credit Product StrategistPIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.Key Responsibilities:Develop and lead the growth of...

{"title": "Relationship Manager", "description": "Job SummaryWe are seeking a highly skilled Relationship Manager to join our team at Beacon Pointe Advisors. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our high-net-worth clients and prospects.Key ResponsibilitiesAct as the...

Relationship ManagerWe are seeking a highly skilled Relationship Manager to join our team at Beacon Pointe Advisors. As a key member of our wealth management team, you will be responsible for providing exceptional service to our high-net worth clients and prospects.Key Responsibilities:• Act as the primary liaison between clients, investment professionals,...

PIMCO Private Credit Strategist RolePIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers...

About Synergy PrivateSynergy Private is a premier provider of personalized services to ultra-affluent individuals and their families. Our team of experts helps navigate the complexities of wealth management and family enterprises, ensuring seamless support for our discerning clients.About the RoleWe are seeking a highly skilled and experienced Personal...

About the RoleWe are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Tax & Financial Group. This is an exciting opportunity to work in a dynamic environment and contribute to the success of our clients.Key Responsibilities:Process new business and secure forms, pull client reports and statementsAssist with...

Job SummaryCelebrating over 60 years of excellence in the Financial Services industry, Raymond James is seeking a highly motivated and detail-oriented Registered Client Service Associate to join our team. This critical role provides high-quality administrative support to Financial Advisors, clients, and branch staff members.Key ResponsibilitiesProvide...

Design Shop AdvisorAt Serena & Lily, we're seeking a talented Design Shop Advisor to join our team in Newport Beach, CA. As a Design Shop Advisor, you'll be responsible for creating a best-in-class client experience through exceptional sales and service. You'll embody the Serena & Lily brand ethos, providing warm, welcoming, and inspiring on-brand client...

Luxury Service Advisor OpportunityWe are seeking an experienced Service Advisor to join our team at Group 1 Automotive. As a Service Advisor, you will be responsible for providing exceptional customer service and ensuring a seamless experience for our clients.Key Responsibilities:Provide accurate and timely estimates and repairsCommunicate effectively with...

Job Description:Merrill Financial Solutions Advisors work with high-net-worth clients to identify their financial needs and develop personalized investment strategies. This role is responsible for building relationships, reviewing investment goals, and preparing recommendations that align with clients' objectives.Key Responsibilities:Leverage technology to...

Job Title: Geometric Wealth Advisors is seeking a highly skilled Tax Senior Associate to join our team. As a Tax Senior Associate, you will work closely with our Tax team and Wealth Advisors to provide comprehensive tax services to our high-net-worth clients. Responsibilities: Prepare and review federal and state tax returns for our clients, including gift...

Luxury Service Advisor OpportunityWe are seeking an experienced Service Advisor to join our team at Group 1 Automotive. As a Service Advisor, you will be responsible for providing exceptional customer service and ensuring a seamless experience for our clients.Key Responsibilities:Provide accurate and timely estimates and repairsCommunicate effectively with...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through a personal relationship with their advisory team.We believe in empowering our employees to bring their...

Job Description:We are seeking a highly skilled Tax Senior Associate to join our team at Geometric. As a Tax Senior Associate, you will work closely with our Tax team and Wealth Advisors to provide comprehensive tax services to our clients. Your primary responsibilities will include preparing and reviewing federal and state tax returns, assessing the need...