Current jobs related to Financial Services Advisor - Beverly Hills, California - Solaris Solutions

  • Financial Services Professional

    2 weeks ago

    Beverly Hills, California, United States Raymond James Financial Services Full time

    Financial Advisor Trainee ProgramAt Raymond James Financial Services, we are committed to developing the next generation of financial advisors. Our Financial Advisor Trainee Program offers a comprehensive education and training program that equips you with the skills and knowledge needed to succeed in the financial services industry.Key...

  • Financial Advisor

    3 weeks ago

    Beverly Hills, California, United States Sagient Full time

    Unlock Your Potential as a Financial Advisor at SagientAt Sagient, we're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. As a Financial Advisor, you'll play a vital role in helping our clients achieve their long-term financial goals.Key Responsibilities:Work closely with clients to identify...

  • Financial Planner

    3 weeks ago

    Beverly Hills, California, United States Sagient Full time

    Unlock Your Financial PotentialSagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team as a Financial Advisor. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains.Our...

  • Tax Advisor

    2 weeks ago

    Beverly Hills, California, United States H&R Block Full time

    About the Role:We are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients year-round.Key Responsibilities:Build and maintain strong relationships with clients to understand their tax needs and provide...

  • Service Advisor

    3 weeks ago

    Beverly Hills, California, United States Kelly Ford Full time

    Job OpportunityKelly Ford is seeking a skilled and customer-focused individual to serve as a Service Advisor.This role is responsible for providing exceptional customer service and ensuring seamless communication between our service department and customers.Key Responsibilities: Greet and assist customers in a professional and courteous manner Schedule and...

  • Senior Financial Advisor

    2 weeks ago

    Woodland Hills, California, United States City National Bank Full time

    Job SummaryThe Senior Financial Advisor (SFA) role at City National Bank is a key position in our Wealth Management team. As an SFA, you will serve as the primary point of contact for assigned lines of business, developing new business and maintaining ongoing relationships with affluent individuals and families within a specific market.Key Responsibilities...

  • Merrill Financial Solutions Advisor

    2 weeks ago

    Woodland Hills, California, United States Bank of America Full time

    Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.We are seeking a highly motivated and...

  • Tax Advisor

    2 weeks ago

    Beverly Hills, California, United States H&R Block Full time

    At H&R Block, we're looking for a skilled Tax Advisor to join our team at Block Advisors. As a Tax Advisor, you'll serve clients with diverse tax and business services needs year-round. You'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.Our ideal candidate has experience completing...

  • Merrill Financial Solutions Advisor

    3 weeks ago

    Woodland Hills, California, United States Bank of America Full time

    Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and guidance.We are seeking a...

  • Automotive Service Advisor

    3 weeks ago

    Beverly Hills, California, United States Group 1 Auto Full time

    OverviewMercedes-Benz of Beverly Hills is seeking a highly skilled Automotive Service Advisor to join our dynamic team at Group 1 Automotive, a leader in the automotive retail industry.Key ResponsibilitiesProvide exceptional customer service and support to clientsUtilize strong communication and interpersonal skills to resolve customer concernsWork...

  • Style and Service Advisor

    2 weeks ago

    Beverly Hills, California, United States HBC Company Inc Full time

    About the RoleThe Style and Service Advisor is a key member of our retail team, responsible for delivering exceptional customer experiences and driving sales growth. This role requires a strong passion for fashion, excellent communication skills, and the ability to work effectively in a fast-paced environment.Key ResponsibilitiesProvide personalized styling...

  • Tax Advisor

    3 weeks ago

    Beverly Hills, California, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing expert tax advice and guidance to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clientsBuild and...

  • Service Advisor

    3 weeks ago

    Woodland Hills, California, United States Lexus of Woodland Hills Full time

    Job Title: Service AdvisorAt Lexus of Woodland Hills, we are seeking a highly skilled and customer-focused Service Advisor to join our team. As a Service Advisor, you will be the primary point of contact for our customers, providing exceptional service and ensuring their satisfaction with our repair and maintenance services.Key Responsibilities:Maintain a...

  • Financial Analyst

    1 month ago

    Beverly Hills, California, United States Lighthouse Professional Services Full time

    Job OpportunityLighthouse Professional Services, a leading provider of contract and direct hire talent, is seeking a highly skilled Financial Analyst to join their team in Beverly, MA.Job SummaryWe are looking for a detail-oriented and analytical individual with experience in general accounting functions, including accounts payable, accounts receivable, and...

  • Medical Senior Advisor

    2 weeks ago

    Beverly Hills, California, United States Gucci Full time

    Job Title: Medical Senior AdvisorJob Summary:We are seeking a highly skilled Medical Senior Advisor to join our team at Gucci. As a Medical Senior Advisor, you will be responsible for implementing strategic company initiatives and enhancing employee experience in alignment with both the Gucci Worldwide and Kering vision.Key Responsibilities:Partner with the...

  • Gucci Luxury Sales Advisor

    3 weeks ago

    Beverly Hills, California, United States Gucci Full time

    Job SummaryWe are seeking a highly skilled and passionate Client Advisor to join our Gucci team. As a Client Advisor, you will be responsible for delivering exceptional customer service and building strong relationships with our clients. If you have a passion for luxury fashion and a desire to work in a dynamic and fast-paced environment, we encourage you to...

  • Financial Services Representative

    3 weeks ago

    Beverly Hills, California, United States Mechanics Bank Full time

    Job SummaryWe are seeking a highly skilled Utility Universal Banker to join our team at Mechanics Bank. As a key member of our banking operations team, you will be responsible for performing routine teller transactions, new account transactions, and working directly with customers to provide exceptional service.Key ResponsibilitiesMaintain and balance a cash...

  • Block Advisors Multi-Unit Team Leader 2

    2 weeks ago

    Beverly Hills, California, United States H&R Block Full time

    Job SummaryWe are seeking a highly skilled and experienced Tax Office Manager to lead our multi-unit team at Block Advisors. As a Tax Office Manager, you will be responsible for managing office staffing, operations, and logistics for multiple offices, while also building an engaging team environment and driving growth and client satisfaction.Key...

  • Financial Services Professional

    3 weeks ago

    Beverly Hills, California, United States East West Bank Full time

    Unlock Your Potential as a Next-Generation Associate BankerAt East West Bank, we're committed to delivering exceptional customer experiences across all touchpoints. As an Associate Banker, you'll be part of a world-class team that combines high-quality service with cutting-edge technology to drive business growth and customer satisfaction.Key...

  • Sales Associate/Client Advisor

    2 weeks ago

    Beverly Hills, California, United States OTB Group Full time

    Job SummaryWe are seeking a highly skilled Sales Associate/Client Advisor to join our team at OTB Group. As a key member of our sales team, you will be responsible for building lasting relationships with clients, providing exceptional customer service, and driving sales growth in our luxury retail environment.Key ResponsibilitiesReach and surpass monthly...

Financial Services Advisor

2 months ago

Beverly Hills, California, United States Solaris Solutions Full time
About Solaris Solutions

We are a leading provider of financial services, dedicated to delivering exceptional customer experiences.

As a trusted partner, we offer a wide range of financial solutions to individuals and businesses.

We are seeking a highly skilled and motivated individual to join our team as an Individual Customer Advisor.

Your Key Responsibilities:
  • Customer Advisory: Provide active, continuous, and structured advice and support to assigned individual customers in the upscale private customer segment, with the goal of long-term customer loyalty.
  • Relationship Building: Handle events and address impulses to intensify customer relationships and foster a deep understanding of their financial needs.
  • Financial Planning: Conduct thorough financial checks and investment advice processes to develop and implement individual investment and asset strategies for customers.
  • New Business Development: Acquire new customers and expand our customer base through proactive outreach and relationship-building efforts.
  • Leadership Support: Collaborate with the Regional Market Manager to manage and develop the dedicated and success-oriented sales team.
Requirements:
  • Strong communication and interpersonal skills.
  • Ability to work in a dynamic environment and adapt to changing customer needs.
  • Excellent analytical and problem-solving skills.
  • Proven track record of building and maintaining strong customer relationships.
  • Knowledge of financial products and services.