Top 1529 Client advisor Jobs in Orange, Ca

401(k) Plan Enroller / Educator
Monarch Plan Advisors —Orange County, CA
- $100 - $135 an hour
- Part-time
- Entry level
- 401(k)
- Work from home
Quick Apply
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Irvine, CA
- $110,000 - $168,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Customer Service Representative
Confidential —Cypress, CA
- $3,800 - $4,300 a month
- Full-time
- Background check
- High school diploma or GED
- In-person
Quick Apply
Wealth Management Trainee (CA)
Bankers Life —Brea, CA
- $80,000 - $100,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
Stewardandstone.com —Orange County, CA
- $72,109.87 - $1,186,841,000.00 a year
- Temporary
- Hybrid work
- Research
- Mid-level
- Internship
- Professional development assistance
- Referral program
Quick Apply
13d
Client Advisor - Tudor Boutique, South Coast Plaza
Bucherer USA —Costa Mesa, CA
- $23 - $27 an hour
- Merchandising
- Cleaning
- Entry level
Quick Apply
Client Human Resources Business Partner III
ADP —La Palma, CA
- $69,300 - $129,200 a year
- Full-time
- 5 years
- Military
- Writing skills
- Wellness program
- Disability insurance
Client Advisor, South Coast Plaza
Prada —Costa Mesa, CA
- Communication skills
- Entry level
Client Advisor, Part Time - Fashion Island
Louis Vuitton —Newport Beach, CA
- $24 - $28 an hour
- Part-time
- Entry level
- Commercial
- Paid time off
- Employee discount
2d
Client Advisor - South Coast Plaza
Bucherer USA —Costa Mesa, CA
- $20 - $25 an hour
- Merchandising
- Bachelor's degree
- Cleaning
Quick Apply
Client Advisor - Fashion Island
Louis Vuitton —Newport Beach, CA
- $24 - $28 an hour
- Full-time
- Mid-level
- Commercial
- Disability insurance
- Health insurance
2d
Client Advisor - South Coast Plaza
Loewe —Costa Mesa, CA
- $18 - $28 an hour
- Weekends as needed
- Writing skills
- Mid-level
- 3 years
- Paid holidays
- Disability insurance
13d
Client Advisor (W/M) - South Coast Plaza
Berluti —Costa Mesa, CA
- $27 - $29 an hour
- Full-time
- Merchandising
- Mid-level
- Organizational skills
- Disability insurance
- Health insurance
Client Advisor, South Coast Plaza
Rimowa —Costa Mesa, CA
- Weekends as needed
- Inventory management
- Merchandising
- Mid-level
GUCCI Client Advisor - Costa Mesa
Gucci —Costa Mesa, CA
- $16.90 - $18.00 an hour
- Weekends as needed
- Mid-level
- POS
- Communication skills
- Health insurance
- Dental insurance
2d
Client Advisor, Costa Mesa
Loro Piana —Costa Mesa, CA
- $25 - $28 an hour
- Full-time
- Merchandising
- Mid-level
- Health insurance
- Dental insurance
BALENCIAGA Sales & Client Advisor (Keyholder) | South Coast Plaza
Balenciaga —Costa Mesa, CA
- $21 - $23 an hour
- Full-time
- Merchandising
- Mid-level
- Team management
Client Advisor
A.P.C. —Costa Mesa, CA
- Part-time
- Merchandising
- Mid-level
- Cash register
BOTTEGA VENETA Client Advisor, Costa Mesa
Bottega Veneta —Costa Mesa, CA
- $23 - $25 an hour
- Full-time
- Maintenance
- Cleaning
- 1 year
MCQUEEN Client Advisor, South Coast Plaza
Alexander McQueen —Costa Mesa, CA
- $23 - $25 an hour
- Full-time
- Merchandising
- Mid-level
- Communication skills

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client advisor jobs near orange, ca

401(k) Plan Enroller / Educator

Monarch Plan Advisors
Orange County, CA

Quick Apply

Job Details

Part-time
$100 - $135 an hour

Benefits

401(k)
Work from home
Flexible schedule

Qualifications

Financial planning
Retirement account customer support
HR communication
Educational talks
Employee Retirement Income Security Act of 1974 (ERISA)
One-on-one instruction
Financial education

Full Job Description

Monarch Plan Advisors is a Registered Investment Advisory (RIA) firm focused on company sponsored retirement plan consulting for businesses, non-profits, and their employees. We are looking for an energetic part time advisor to be an advocate for our client's staff as they navigate their way to retirement.

The main function of this position would be to conduct education and enrollment meetings at our client's workplace or virtually to teach the value of that company's retirement plan to the company's staff, handle questions that the employees have, and meet with the company's staff 1 on 1 (if needed).

Travel expense would be paid from consultant's home to the meeting location and consultant would be paid a "minimum" of 4 hours regardless of how long the meeting took (starting from when they left their home). If the meeting went longer than 4 hours, they would be paid their normal per hour rate. Meetings are generally scheduled in Los Angeles and Ventura County with additional meetings available elsewhere.

Educator would be paid on a per meeting basis with around 30 to 40 meetings per year. Approximate revenue generated would be around $15,000 - $30,000 per year.

Additionally, consultant would help with virtual enrollment / education meetings and participant calls.

Requirements:

Must have experience holding retirement plan education and enrollment meetings.
Must be open to traveling to meetings
Must be based in Greater Los Angeles or Orange County

Job Type: Part-time

Compensation: $100.00 - $135 /hour

Job Type: Part-time

Pay: $100.00 - $135.00 per hour

Expected hours: No more than 16 per week

Benefits:

Flexible schedule
Work from home

Work Location: On the road

Quick Apply

Refine Your Search

client advisor jobs in orange, ca

401(k) Plan Enroller / Educator

Wealth Advisor, Schwab Wealth Advisory

Customer Service Representative

Wealth Management Trainee (CA)

Financial Advisor

Client Advisor - Tudor Boutique, South Coast Plaza

Client Human Resources Business Partner III

Client Advisor, South Coast Plaza

Client Advisor, Part Time - Fashion Island

Client Advisor - South Coast Plaza

Client Advisor - Fashion Island

Client Advisor - South Coast Plaza

Client Advisor (W/M) - South Coast Plaza

Client Advisor, South Coast Plaza

GUCCI Client Advisor - Costa Mesa

Client Advisor, Costa Mesa

BALENCIAGA Sales & Client Advisor (Keyholder) | South Coast Plaza

Client Advisor

BOTTEGA VENETA Client Advisor, Costa Mesa

MCQUEEN Client Advisor, South Coast Plaza

I want to receive the latest job alert for client advisor in orange, ca

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