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Financial Advisor Associate jobs - Pasadena, CA

Viewing 1 - 10 of 19 jobs

  • Relationship Manager

    Fidelity Investments - Pasadena, CA

    committed to delivering the best customer experience in the financial services industry. We help millions of people save ... S (AE). Education and Experience 1-3 years in financial services with an emphasis on customer service Skills and...

    13 days ago from Fidelity Investments

  • Finance Associate/Advisor

    J.Wu & V.Bui Financials - San Gabriel, CA

    Reduce debts, increase savings, and build a financial independent/comfortable future/retirement today ... Meet with clients, Hear the client's financial needs/concerns, explain our financial services clearly to clients...

    6 days ago from PostJobFree

  • Associate Wealth Mgmt Advisor

    Tiaa-cref | Financial Services® - Pasadena, CA

    The Associate Advisor will be partnered with a Senior Advisor or multiple WM Advisors and their books of business ... such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund...

    30+ days ago from BrokerHunter.com

  • Supervisory Attorney-Advisor

    National Aeronautics and Space Administration - Pasadena, CA

    at NASA Headquarters. The Supervisory Attorney-Advisor (Chief Counsel) reports to both the NMO Director and ... Office of Strategic Infrastructure, Office of Chief Financial Officer, Office of the Inspector General, the...

    30+ days ago from National Aeronautics and Space Administration

  • Associate Wealth Mgmt Advisor

    Tiaa - Finance Industry - Pasadena, CA

    Description The Associate Advisor will be partnered with a Senior Advisor or multiple WM Advisors and their books of business. The individual in this role will oversee select client relationships that are less complex and relationship...

    30+ days ago from VelvetJobs

  • Client Associate

    UBS Financial Services - Pasadena, CA

    service. You perform administrative duties that support Financial Advisors in their daily business practices (e.g., ... you will market products and services and represent UBS Financial Services Inc. and your Financial Advisor's...

    30+ days ago from UBS Financial Services

  • Registered Client Associate

    Bank of America - Pasadena, CA

    dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often...

    16 days ago from Disabled Persons

  • Client Associate

    UBS - Finance Industry - Pasadena, CA

    and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, ... services and represent UBS Financial Services Inc. and your Financial Advisor's business. You are client service...

    30+ days ago from VelvetJobs

  • Wealth Management Client Relationship Consultant

    Tiaa-cref | Financial Services® - Pasadena, CA

    for clients of partner Wealth Management Advisors and Associate Wealth Management Advisors. He/She proactively ... At least 4 - 7 years working in a financial sales/service capacity with high net worth clients Ability to work independe...

    6 days ago from BrokerHunter.com

  • Business Banking Senior Client Manager - City of Industry

    Bank of America - Pasadena, CA

    to being the primary point of contact and key financial advisor for the client, the SCM is accountable for ... The SCM analyzes the client's financial and operating strategies and recommends alternative or additional financial serv...

    7 days ago from Bank of America

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