Top 79 college advisor Jobs in berkeley, ca

Lenox Advisors - Financial Advisor
Lenox Advisors —Walnut Creek, CA
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
New York Life/NYLIFE Securities, LLC —San Francisco, CA
- $68,640 - $120,555 a year
- Full-time
- Hybrid work
- Background check
- US work authorization
- Entry level
- Disability insurance
- Health insurance
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Financial Advisor - Associate
New York Life —San Mateo, CA
- $82,017 - $150,613 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Mid-level
- Profit sharing
- Paid training
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CNO Financial Advisor - Hybrid Remote (CA)
CNO Financial Group, Inc. —Pleasanton, CA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Tutor/Advisor
PACT, Inc. —Vallejo, CA
- $18 - $22 an hour
- Part-time
- High school
- English
- Mid-level
Quick Apply
Client Advisor with Athletic Background
Northwestern Mutual - San Francisco —San Francisco, CA
- $70,000 - $95,000 a year
- Full-time
- Hybrid work
- 18 years or older
- Mid-level
- Finance
- Profit sharing
- Health insurance
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4d
Senior College Advisor (5157C) Job 85626 - College of Computing, Data Science, and Society (CDSS)
University of California Berkeley —Berkeley, CA
- $72,600 - $129,000 a year
- Weekends as needed
- Background check
- Master's degree
- University
Head Student Advisor
College Internship Program Inc —Berkeley, CA
- $70,304 - $80,240 a year
- Weekends as needed
- Mid-level
- Residential
- Driver's License
- Paid holidays
- Disability insurance
Quick Apply
High School College Advisor
Amethod Public Schools (AMPS) —Richmond, CA
- $69,000 - $75,000 a year
- Online Application
- School experience
- Spanish
- High school
Quick Apply
Temporary, Part-Time Counselor
Peralta Community College District —Oakland, CA
- $75.32 - $139.20 an hour
- Temporary
- LMFT
- Working with individuals with disabilities
- Mid-level
Advising Assistant, Part-time (5154C) - Engineering Student Services
University of California Berkeley —Berkeley, CA
- $24.76 - $38.31 an hour
- Part-time
- Google Workspace
- Mid-level
- University
College Admissions Consultant
Cardinal Education —San Francisco, CA
- $70,000 - $100,000 a year
- Weekends as needed
- Remote
- Google Workspace
- Mid-level
- 3 years
- Commuter assistance
- Health insurance
Quick Apply
Academic Counselor (Bilingual English/Spanish) Part-Time
Mission Neighborhood Centers —San Francisco, CA
- $34 - $36 an hour
- Part-time
- Clean driving record
- Current TB test
- Analysis skills
- Paid holidays
- Employee assistance program
Quick Apply
Academic & Career Coordinator
Destiny Arts Center —Oakland, CA
- $60,000 - $65,000 a year
- Full-time
- Spanish
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Temporary Part -Time Adjunct Counselor/Coordinator For Puente
Peralta Community College District —Alameda, CA
- $75.32 - $139.20 an hour
- Part-time
- Spanish
- Current TB test
- English
Undergraduate Student Services Advisor (5157C) - IEOR
University of California Berkeley —Berkeley, CA
- $72,600 - $102,000 a year
- Full-time
- Inventory management
- Bachelor of Science
- Engineering
Associate Director, Undergraduate Advising (0313U) 85767
University of California Berkeley —Berkeley, CA
- $115,000 - $129,000 a year
- Full-time
- Writing skills
- Office
- Analysis skills
Private School Admissions Consultant (Remote)
Cardinal Education —Burlingame, CA
- $100 - $150 an hour
- Part-time
- Remote
- School experience
- Sales
- Writing skills
- Flexible schedule
Quick Apply
Career Services Associate
San Joaquin Valley College —San Leandro, CA
- $24 - $27 an hour
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Graduate Student Services Advisor (5156C) - IEOR
University of California Berkeley —Berkeley, CA
- $61,200 - $83,200 a year
- Full-time
- Engineering
- Mid-level
- Analysis skills
14d

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college advisor jobs near berkeley, ca

Lenox Advisors - Financial Advisor

Lenox Advisors -
Walnut Creek, CA

Quick Apply

Job Details

Full-time
$75,000 - $100,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Estate planning needs analysis
Customer communication
Financial sales
Customer relationship building
Referral-based lead generation
Investment management advisory services
Military
Identifying new business opportunities
Sales referrals
Mid-level
Estate planning advisory services
Business development
Bachelor's degree
Client retention
Investment client management
Risk management
Financial goal setting advisory services
Business development within finance
Client acquisition
Insurance for risk management
Client referrals
Insurance sales
Estate planning
Retirement planning advisory services
Communication skills
Sales follow-up
Consultative selling
Senior leadership
Closing sales

Full Job Description

Financial Advisor

Overview

Who we are:

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc.

Responsibilities

What you’ll be doing:

Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations.
Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice and complete sales.
Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends.
Network regularly with existing clients and referrals to build relationships and gain referral business.
Be your clients’ main point of contact and accountable for responding to their questions and concerns.
Be part of a broader team all working together to build client loyalty through a “one team” approach.

Qualifications

What we’re looking for:

The Lenox brand represents a caring, creative, and passionate family of professionals. It’s important that your values align to ours – trust, teamwork, and accountability.
Willingness to learn. Our training and development are derived from actionable lessons that have been tested by others in the firm and are relevant to current client needs.
A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.
Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in language that clients understand.
Your unique perspective. Finance may not be your background, but we often found our best advisors may have experience in:
Sales, business development, or relationship management
Executive leadership
Former athletes
Military background
You’re results-driven, highly motivated, self-starter

Bachelor's degree and/or career changer
Obtain, with training, State Variable Life & Health License and FINRA licensing including the SIE, Series 7 and Series 66

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance

Compensation Package:

Bonus opportunities
Commission pay

Work Location: In person

Quick Apply

Refine Your Search

college advisor jobs in berkeley, ca

Lenox Advisors - Financial Advisor

Financial Advisor

Financial Advisor - Associate

CNO Financial Advisor - Hybrid Remote (CA)

Tutor/Advisor

Client Advisor with Athletic Background

Senior College Advisor (5157C) Job 85626 - College of Computing, Data Science, and Society (CDSS)

Head Student Advisor

High School College Advisor

Temporary, Part-Time Counselor

Advising Assistant, Part-time (5154C) - Engineering Student Services

College Admissions Consultant

Academic Counselor (Bilingual English/Spanish) Part-Time

Academic & Career Coordinator

Temporary Part -Time Adjunct Counselor/Coordinator For Puente

Undergraduate Student Services Advisor (5157C) - IEOR

Associate Director, Undergraduate Advising (0313U) 85767

Private School Admissions Consultant (Remote)

Career Services Associate

Graduate Student Services Advisor (5156C) - IEOR

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