Top 1223 Client advisor Jobs in Fremont, Ca

Associate Advisor
Morling Financial Advisors —Fremont, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Research
- Commuter assistance
- Health savings account
Quick Apply
Associate Director, East Bay Small Business Development Center
NorCal Small Business Development Center —Hayward, CA
- $95,000 - $125,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Google Workspace
- Management
- Health insurance
- Dental insurance
Quick Apply
13d
Healthcare Program Manager - SIS
Skanska USA —Santa Clara, CA
- $142,750 - $170,000 a year
- Full-time
- Background check
- Construction site
- Mid-level
- Dental insurance
- 401(k)
Relationship Manager I
City National Bank —Pleasanton, CA
- $65,296 - $104,304 a year
- Mid-level
- 3 years
- Business development
- Health insurance
- Dental insurance
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Campbell, CA
- $46.15 - $63.46 an hour
- Hybrid work
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Employee stock purchase plan
GUCCI Client Advisor - Valley Fair
Gucci —Santa Clara, CA
- $18.70 - $19.00 an hour
- Weekends as needed
- Mid-level
- POS
- Communication skills
- Health insurance
- Dental insurance
2d
Client Advisor - Palo Alto
Louis Vuitton —Palo Alto, CA
- $25 - $29 an hour
- Mid-level
- Fair chance
- Commercial
- Paid time off
- Employee discount
BOTTEGA VENETA Client Advisor, Nordstrom Valley Fair
Bottega Veneta —San Jose, CA
- $21 - $23 an hour
- Full-time
- Maintenance
- Cleaning
- 1 year
Expert Client Advisor, Watches & Jewelry - Valley Fair
Louis Vuitton —Santa Clara, CA
- $30 - $36 an hour
- Mid-level
- Training & development
- Commercial
- Disability insurance
- Health insurance
Client Advisor- Palo Alto
Tiffany & Co. —Palo Alto, CA
- $22.19 - $30.02 an hour
- Weekends as needed
- Microsoft Outlook
- Mid-level
- Cash register
Client Advisor - Valley Fair
Christian Dior Couture —San Jose, CA
- Weekends as needed
- Merchandising
- Mid-level
- Organizational skills
Client Success Manager
The Surplus Line Association of California —San Ramon, CA
- $100,000 - $130,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Retail Associate - Stanford Shopping Center
Aritzia —Palo Alto, CA
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Client Advisor (Part-time), A|X Armani Exchange
A|X Armani Exchange Outlet —Livermore, CA
- $17.46 an hour
- Weekends as needed
- Merchandising
- High school diploma or GED
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Full-time Client Advisor - Valley Fair
TAG Heuer —Santa Clara, CA
- $26 - $28 an hour
- Full-time
- Inventory management
- Merchandising
- Maintenance
- Paid holidays
- Health insurance
Retail Associate - Valley Fair
Aritzia —Santa Clara, CA
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Client Success Manager
The Surplus Line Association of CA —San Ramon, CA
- $100,000 - $130,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Advisor- Walnut Creek, CA
Tiffany & Co. —Walnut Creek, CA
- $22.19 - $30.02 an hour
- Weekends as needed
- Microsoft Outlook
- Mid-level
- Cash register
Beauty Advisor - Part Time
Sephora —Milpitas, CA
- $22.60 - $26.00 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Fair chance
- Health insurance
Client Advisor - Palo Alto
Panerai —Palo Alto, CA
- $24 - $26 an hour
- Full-time
- Inventory management
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
22h

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Associate Advisor

Morling Financial Advisors
Fremont, CA

Quick Apply

Job Details

Full-time
$70,000 - $80,000 a year

Benefits

Commuter assistance
Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Customer communication
Teamwork
Spreadsheets
Research
Bachelor's degree
Organizational skills
Financial services
Productivity software
Time management

Full Job Description

Position Overview: The Associate Advisor works directly with Senior Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development and financial plan implementation. The Associate Advisor is an integral part of our team serving as the true connection between our clients, support team, and advisors. The Associate Advisor provides technical financial planning and investment management work, typically under the management of a Lead/Senior Advisor.

Duties & Responsibilities:

Analyze and evaluate information to solve client issues responsibly
Provide support for the financial planning needs of clients including:
Conduct research as needed and work with client’s other advisors (attorneys, CPAs, etc.) to obtain all necessary data for financial planning analyses
Prepare all retirement forecasts, cash flow analyses, education forecasts, insurance analyses, estate flows
Identify areas of opportunity for clients based on financial planning analyses
Create drafts of financial plans
Prepare materials for client meetings; work with other team members to ensure client meetings are prepared for thoroughly and accurately
Attend client meetings and take notes as requested; manage/delegate/complete all meeting follow-up items
Communicate with clients to understand and address goals; liaise with client’s attorneys and accountants as needed
Assist wealth advisors with any issues surrounding client reporting and performance
Ensure accurate processing of client data in software systems utilizing; Salesforce, eMoney, and Orion
Perform special request analyses for clients (e.g., mortgage analysis, Social Security analysis)
Assist with new client onboarding
Maintain accurate notes and records regarding client matters in the CRM
Keep team members adequately informed on all active and pending client matters
Ensure compliance with laws, regulations, and standards in decision-making processes
Assist with special projects as needed

Qualifications:

Bachelor’s degree preferably in business, accounting, finance, economics or related field of study
Minimum of 3 years of work-related experience in the financial services industry
Series 65 licensed or within 6 months of employment
Has CFP® or is in pursuit of the designation
Proficiency in Microsoft Office; to include intermediate knowledge of Excel
Experience using a financial planning software system (eMoney), a CRM system (Salesforce), a portfolio management reporting system (Orion) and document management software is preferred

Other Skills, Experience & Attributes:

Excellent communication skills (verbal, written and listening)
Knowledge of Investment Advisory Regulations
Demonstrates personal integrity, honesty and can deal with confidential information daily
Ability to deal with stress in an ever-changing investment market and financial services industry
Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
Reliable, follows through on commitments, does not shrink from new challenges
Possesses a passion to help new and existing clients
Must be organized, detail-oriented and able to manage and prioritize tasks
Demonstrates a commitment to accuracy by delivering high quality work
Collaborative and able to work effectively with others
Flexible team player who is highly adaptable to change and open to new ideas
Demonstrated ability to work successfully in an entrepreneurial, small company environment
Uphold firm’s purpose, vision and values

This is not a sales position.

Competitive compensation, between $60,000 and $75,000 based on experience, plus 15% bonus potential.

Benefits include:

Retirement plan (401k and Roth 401k) with employer contributions
Medical, dental, vision, life, and DI insurance
HSA, FSA, and commuter benefits
Paid time off and holidays
Continuing education opportunities and career advancement
Sponsorship towards advanced designations

This is an in-office position with limited remote work opportunities and only available once fully trained.

To be employed within the financial services industry, candidate must pass a thorough background check. This includes DMV, credit and criminal.

We are working directly with a recruiter, so please do not contact our office.

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in fremont, ca

Associate Advisor

Associate Director, East Bay Small Business Development Center

Healthcare Program Manager - SIS

Relationship Manager I

Associate Wealth Advisor, Schwab Wealth Advisory

GUCCI Client Advisor - Valley Fair

Client Advisor - Palo Alto

BOTTEGA VENETA Client Advisor, Nordstrom Valley Fair

Expert Client Advisor, Watches & Jewelry - Valley Fair

Client Advisor- Palo Alto

Client Advisor - Valley Fair

Client Success Manager

Retail Associate - Stanford Shopping Center

Client Advisor (Part-time), A|X Armani Exchange

Full-time Client Advisor - Valley Fair

Retail Associate - Valley Fair

Client Success Manager

Client Advisor- Walnut Creek, CA

Beauty Advisor - Part Time

Client Advisor - Palo Alto

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