Customer Service / Benefits Advisor (Work from home) AO Globe Life - Simonne LeBlancCustomer Service / Benefits Advisor (Work from home)Santa Ana, CARemoteFull timeWe’re one of the fastest-growing teams in our industry, dedicated to helping families and developing future leaders. If you’re looking for a remote role that offers uncapped earning potential, flexible hours, and long-term career growth, this could be the right fit for you.
Associate Benefit Advisor, Seasonal eHealth IncAssociate Benefit Advisor, SeasonalCABase pay is one component of eHealth's total rewards package, which also includes a monthly commission-based incentive plan, plus an array of benefits designed to support employees' personal and professional wellness. As a licensed position working within a regulated industry, all candidates must undergo extensive background checks, including lifetime criminal background and credit history reports.
Tax Manager, Compensation & Benefits, National Tax Baker Tilly Advisory Group, LPTax Manager, Compensation & Benefits, National TaxLos Angeles, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. What you will do:Provide tax technical support and insight to team members in the tax, audit, consulting and internal HR practices on employee benefits and executive compensation issues affecting projects for the team's clients; this may include ERISA, qualified retirement plans, fringe benefits, golden parachutes, deferred compensation, and equity compensation.
Benefits Vice President Phaxis LLCBenefits Vice PresidentLos Angeles, CAThis role serves as the enterprise lead for self-insured benefits strategy, governance, and vendor management for a reputable broker dealer—driving a high-quality, cost-effective benefits experience while ensuring full regulatory compliance. Own the strategy and execution of enterprise-wide benefits programs, including health, welfare, wellness, leave, workers' compensation, and EAP.
Employee Benefits Sales Producer Foundation Risk Partners CorpEmployee Benefits Sales ProducerOrange, CA$100,000–$150,000 / yearAs a trusted advisor, you'll partner closely with our Account Management team to ensure a seamless client experience-from new business acquisition through long-term retention-while helping organizations design competitive and effective employee benefits strategies. In this role, you will be responsible for building and managing a strong pipeline of prospective clients, developing meaningful relationships with decision-makers, and delivering tailored benefits solutions that meet client needs.
Senior Account Executive: Employee Benefits GallagherSenior Account Executive: Employee BenefitsGlendale, CaliforniaFull timeOverview : As a Senior Account Executive for Enterprise Accounts in the Healthcare Vertical with Gallagher Benefit Services, you will play the leading role in driving growth and delivering tailored benefits and organizational wellbeing solutions to large enterprise clients. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.
Sr Client Relationship Manager, Employee Benefits - IAS, West Baldwin Group ColleagueSr Client Relationship Manager, Employee Benefits - IAS, WestIrvine, CaliforniaThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. CRM), Employee Benefits, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing employee benefit programs, renewals, retention, strategic partnership and advanced service needs.
NewSr. Client Relationship Manager, Employee Benefits - IAS, West Baldwin Group ColleagueSr. Client Relationship Manager, Employee Benefits - IAS, WestIrvine, CaliforniaThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. CRM), Employee Benefits, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing employee benefit programs, renewals, retention, strategic partnership and advanced service needs.
Managing Director - Employee Benefits Baldwin Group ColleagueManaging Director - Employee BenefitsIrvine, CaliforniaPRIMARY RESPONSIBILITIES: Creates, establishes and manages Business Segment strategies and plans to ensure that overall business goals, profitability, and retention goals are met in partnership with the Managing Director of Sales. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Director, Benefits and LOA Allied UniversalDirector, Benefits and LOAIrvine, California$125,000–$145,000 / yearWork closely with benefit brokers and vendors to ensure timely and accurate ACA reporting compliance, 5500 filings, IRS and DOL filings and audit responses, and all other benefit related compliance obligations; ensure timely communications to management in advance of any compliance concerns and issues. The Director partners closely with Human Resources, Legal, Finance, Payroll, People Operations, and external vendors to develop competitive and compliant programs that support employee wellbeing, organizational objectives, and talent retention.
Client Relationship Manager - Employee Benefits - IAS, West Baldwin Group ColleagueClient Relationship Manager - Employee Benefits - IAS, WestIrvine, CaliforniaThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries.
Senior Benefits Consultant. Large/National Insight Performance IncSenior Benefits Consultant. Large/NationalCA$170,000–$190,000 / yearOneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. Remains fully knowledgeable on compliance issues governed by legislation and regulations impacting employer sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state sponsored health insurance exchanges.
Employee Benefits Associate Account Manager - Hybrid (Irvine, CA) Insight Performance IncEmployee Benefits Associate Account Manager - Hybrid (Irvine, CA)Irvine, CA$70,000–$80,000 / yearOur Newest Opportunity: The Associate Account Manager (AAM) supports the Senior Benefits Consultant and Account Manager with the day to day management of their assigned book of business and works closely and collaboratively with the internal service team to ensure service deliverables meet and exceed client expectations. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
Product Owner- Workday Compensation and Benefits Judge GroupProduct Owner- Workday Compensation and BenefitsTustin, CA$150,000–$160,000 / yearBy providing your phone number, you consent to: (1) receive automated text messages and calls from the Judge Group, Inc. and its affiliates (collectively "Judge") to such phone number regarding job opportunities, your job application, and for other related purposes. This role combines deep functional expertise with technical acumen to drive roadmap, innovation (including AI), and scalable solutions aligned with business strategy.
Director, Benefits Foundation Building MaterialsDirector, BenefitsSanta Ana, California$172,500–$250,000 / yearFull timeThe ideal candidate brings deep expertise managing complex benefits programs for large multi-state employers, strong financial and analytical capabilities, exceptional vendor management experience, and the ability to influence executive leadership while delivering a best-in-class employee experience. As a senior Human Resources leader, this role will be responsible for the strategic design, governance, administration, compliance, financial management, leave administration, wellness initiatives, and continuous improvement of FBM’s comprehensive employee benefits program.
NewPharmacy Consultant - Employee Benefits Alliant Insurance Services, Inc.Pharmacy Consultant - Employee BenefitsCAAs top tier professionals dedicated to solving our clients health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers compensation, employee benefits, surety, and financial products and services to clients nationwide.
Director of Total Rewards (HRIS, Benefits and Payroll) SKIMSDirector of Total Rewards (HRIS, Benefits and Payroll)Los Angeles, CaliforniaRemote$170,000–$200,000 / yearThis leader will partner closely with People & Culture, Payroll, Finance, IT, and business leaders to drive system enhancements, reporting capabilities, workforce analytics, and benefits administration across a growing global organization. Our teams are built on creativity, collaboration, and operational excellence, and we are committed to fostering an inclusive, high-performance environment where ambitious, curious, and values-driven individuals can do the best work of their careers.
Financial Professional - Retirement Benefits Group - CA, Los Angeles (5221) Equitable Financial Life Insurance CompanyFinancial Professional - Retirement Benefits Group - CA, Los Angeles (5221)Los Angeles, CAEquitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc. Financial Professional - Retirement Benefits Group - CA Los Angeles 52212600001N UNITED STATES-CA-Los Angeles UNITED STATES-CA-Los Angeles Equitable Advisors Equitable Advisors.
Global Director of Payroll & Benefits Chrome Hearts CareersGlobal Director of Payroll & BenefitsLos Angeles, CaliforniaThe Global Payroll & Benefits Director is responsible for the strategic oversight, governance, and execution of global payroll and benefits operations across multiple countries, ensuring accurate, compliant, and timely payroll processing in partnership with internal stakeholders, external payroll providers, and Employer of Record (EOR) partners. Ensures timely and accurate filings related to payroll and benefits compliance, including but not limited to ACA reporting (Forms 1094/1095), payroll tax filings, and other required federal, state, local, and international submissions.
Sr. Director, Global Benefits Avalara IncSr. Director, Global BenefitsCAWe're looking for a Senior Director, Global Benefits to define and lead our global benefits strategy, modernize how we deliver programs at scale, and help shape the future of Total Rewards through innovation, technology, and AI. Reporting to the VP, Total Rewards, this role will lead the strategy, design, governance, and transformation of Avalara's global benefits portfolio across health and welfare, retirement, wellbeing, leaves, workers' compensation, and duty of care programs.
Academic Advisor Biola University IncAcademic AdvisorLa Mirada, CAPartners with school leadership and faculty to gain expertise on the curricular pathways, requirements, and resources in their given program. advisor seeks to effectively partner with the schools they serve to positively impact academic thriving and.
NewProfessional Academic Advisor University of California , RiversideProfessional Academic AdvisorRiverside, CA$54,200–$93,200 / yearProfessional Academic AdvisorOverviewJob ID32668042CategoryStudent Affairs and AdvisingOrganizationSchool of BusinessDepartmentBUS Infrast Admin Prgm Srv SupLocationMain Campus - UCRSalary$54,200 - $93,200Date PostedApril 3, 2024Application DeadlineApril 17, 2024Schedule8AM - 5PMFull/Part TimeFull-time(100%)Level of SupervisionGeneral SupervisionOther InformationQualifies for Employee Referral Bonus: NoUC Internal Job: NoPosition InformationThe School of Business at the University of California, Riverside is a nationally-ranked and Internationally recognized AACSB-accredited business school. 0%Other RequirementsItems Used:ScannerComputerCopierPrinterPhysical Requirements:Bend: OccasionallySit: ConstantlySquat: OccasionallyStand: FrequentlyCrawl: N/AWalk: FrequentlyClimb: N/AMental Requirements:Read/Comprehend: ConstantlyWrite: ConstantlyPerform Calculations: FrequentlyCommunicate Orally: ConstantlyReason & Analyze: ConstantlyEnvironmental Requirements:Is exposed to excessive noise: NoIs around moving machinery: NoIs exposed to marked changes in temperature and/or humidity: NoDrives motorized equipment: NoWorks in confined quarters: NoDust: NoFumes: NoCritical PositionYesTo apply, visit: 2022 Jobelephant.com
Academic Advisor/Sales Novel PrepAcademic Advisor/SalesIrvine, CAAcademic Advisor at Novel Prep plays a vital role in supporting student achievement while fostering strong partnerships with families. Provide comprehensive academic counseling to students and parents, helping them navigate educational planning, skill development, and college preparation.
STDT SVC ADVISOR 2 SV The Regents of the University of California on behalf of their Los Angeles CampusSTDT SVC ADVISOR 2 SVLos Angeles, CaliforniaFull timePosition Summary: Under the immediate supervision of the Director of the Undergraduate Research Center (URC)-Sciences, the PEERS Faculty Director, the Assistant Director for PEERS and the PEERS SSA III, the Student Services Advisor (SSA) counsels undergraduates in the Program for Excellence in Education and Research in the Sciences (PEERS) regarding academic requirements and options. Our mission is to support and increase the retention of science majors in all disciplines, with some programs focused on students who face economic, familial, educational, social or other challenges.
CAREER SERVICES ADVISOR Spartan College of Aeronautics and TechnologyCAREER SERVICES ADVISORRiverside, CAExperience in helping individuals identify strengths and weaknesses, opportunities, and potential trouble situations, and helping guide those individuals toward creating their own action plan for maximum success. The Career Services Advisor is responsible for successfully preparing students to find secure, and retain employment, giving them the skills necessary to report this process throughout their careers.
Southern California Regional Admissions Advisor Oregon State UniversitySouthern California Regional Admissions AdvisorCA$70,304–$72,322 / year30% - Execution of Recruitment Plan: Represents OSU and OSU-Cascades/Office of Admissions at college fairs, high school visits, multicultural events, community colleges and other activities in regional territory and other areas as needed and assigned, which requires the ability to travel and drive a vehicle on behalf of the university, work irregular hours, including evenings and weekends a minimum of seventeen weeks per year, and to maintain a current, valid driver's license and satisfactory driving record. The purpose of the Regional Admissions Advisor - Southern California is to: Primarily serve potential high school and community college students, and their parents/guardians, schools and college counselors, and community organizations in the respective area in which they are required to reside and encourage enrollment to Oregon State University and OSU-Cascades.
Student Services Advisor, Office of Graduate and International Programs University of Southern CaliforniaStudent Services Advisor, Office of Graduate and International ProgramsLos Angeles, CA$34.35–$38.74 / hourWhen extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, federal, state, and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations. Reporting to the Director of Online and Graduate Programs, this position provides advanced academic and career advising for students enrolling in the law school's Master of Studies in Law (MSL), online master's degree and certificate programs, and Progressive Degree Programs.
Temporary Advisor Support Specialist Pepperdine UniversityTemporary Advisor Support SpecialistIrvine, CaliforniaThe University conducts such screenings in compliance with applicable laws and with the objectives of evaluating risk and supporting a safe environment for students, faculty, staff, and guests; safeguarding key University assets including people, property, information, and the University’s reputation; and providing comprehensive job-related information to University leaders to enable them to make prudent hiring decisions. While students, faculty, and staff represent many religious backgrounds, Pepperdine is permitted under applicable law and reserves the right to seek, hire, and promote persons who support the goals and mission of the institution, including the right to prefer co-religionists who support Pepperdine's Christian mission.
Community Youth Advisor (City Service Worker) City of PasadenaCommunity Youth Advisor (City Service Worker)Pasadena, CAAbility to listen and communicate effectively with individuals of various ethnic, social and economic backgrounds; gain the confidence and respect of peers; positively influence others; establish cooperative working relationships; demonstrate and act on concern for the welfare of others and the community; demonstrate enthusiasm and initiative; follow oral and written instructions. Example combinations include: must be 18 to 28 years of age at the time of appointment, currently enrolled in a recognized college as a part time or full time student enrolled in a minimum of 6 or more units, and demonstrate good character, alertness and emotional stability.
Independent Educational Consultant / College Admissions Advisor for Top Universities (B2C Sales Role) Empowerly IncIndependent Educational Consultant / College Admissions Advisor for Top Universities (B2C Sales Role)CARemoteDocument and manage complete sales cycles, from qualifying inbound leads to selling Empowerlys suite of solutions to families, and accurately forecast your sales pipeline. Empowerly (www.empowerly.com) is a technology driven education company with a mission to empower students to get into top colleges and universities.
Rally Advisor Coach - Garey High School - VN#9A (2026-27 SY) Pomona Unified School DistrictRally Advisor Coach - Garey High School - VN#9A (2026-27 SY)Pomona, CARequired documents are needed during employment clearance: Proof of completion of a negative TB test Valid First Aid/CPR Certificate Valid NFHS Concussion Certificate Valid NFHS Heat Illness Prevention Valid NFHS Sudden Cardiac Arrest Training Certificate. Communication regarding your application and/or status will be sent to the E-mail address listed on your online EDJOIN application or to the phone number listed on your online EDJOIN application.
NewUndergraduate Advisor UCLAUndergraduate AdvisorLos Angeles, CAYou will direct, coordinate, and participate in orientation and departmental student workshops; work collaboratively with the Vice Chair for Undergraduate Programs, the Undergraduate Advising Supervisor, and the Director of Student and Instructional Services to develop, implement, and maintain the Undergraduate Advising Office's website, DAR system and Google Groups e-mail list; coordinate the Departmental Honors Program; coordinate the Psychology Undergraduate Research Conference (PURC) and assist with other departmental events. As part of an advising team, help counsel nearly 5,000 undergraduate students by assisting them in transferring credits, determining degree requirements, planning their academic programs, and understanding University policy and procedures regarding the three undergraduate majors, one minor, and one specialization.
Specialized Professional Advisor -Student Support Services (District) - APXC#1724.26 Fontana Unified School DistrictSpecialized Professional Advisor -Student Support Services (District) - APXC#1724.26Fontana, CASpecialized Professional Advisor -Student Support Services (District) - APXC#1724.26 at Fontana Unified School District Share on X Print Application Deadline 7/14/2026 11:55 PM Pacific Date Posted 7/7/2026 Contact Classified Human Resources (909) 357-5000 29050 Number of Openings 8 Salary Single Rate $35 Per Hour Add l Salary...
Client Advisor with Athletic Background Salinas Financial GroupClient Advisor with Athletic BackgroundManhattan Beach, CA$76,000–$193,000 / yearPrior Experience: Former TV and film producer who led the television division at Overbrook Entertainment, founded by Will Smith, bringing high-level production and leadership experience into her financial services career. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
Career Services Advisor Southern California Institute of TechnologyCareer Services AdvisorAnaheim, CA$26–$35The Career Services Advisor is responsible for providing career development services, facilitating employment readiness training, maintaining graduate placement activities, and actively engaging employers to expand hiring opportunities and strengthen workforce partnerships that benefit students and graduates. This position serves as a key liaison between the institution, its students, alumni, and employers by developing meaningful employer partnerships, cultivating job opportunities, and creating pathways that connect graduates with employment in their chosen fields.
Project Advisor Volunteers of America Los AngelesProject AdvisorLos Angeles, CA$25.94–$27.30 / hourAbility to perform under circumstances of possible emotional stress and conflicts dealing with difficult, uncooperative, and potentially aggressive clients as VOALA serves the neediest of the needy in our programs which may include clients with homelessness, mental-illness, substance abuse, recently released from incarceration and other challenges. VOALA provides a variety of social services to Los Angeles area communities such as Head Start programs, Upward Bound college prep programs, veterans services, homeless shelters, low-income housing program as well as drug and alcohol rehabilitation.
Financial Solutions Advisor Registration Candidate - Harbor-Edinger Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Harbor-Edinger Financial CenterFountain Valley, CA$28.85–$33.65 / hourOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).
Service Advisor Crown City TireService AdvisorPasadena, California$23–$27Our team has earned multiple awards for “Best of Pasadena,” and we operate with a strong culture built on Integrity & Honesty, Exceptional Customer Experience, Teamwork & Growth, Family & Community Commitment, and Excellence Beyond Expectations. We are Pasadena’s most recognized automotive repair shops and step into a role where your expertise and customer service skills will directly impact both your success and the customer experience.
Financial Advisor Northwestern MutualFinancial AdvisorHuntingtn Bch, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Solutions Advisor Registration Candidate- LA Metro Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- LA Metro MarketSouth Gate, CA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Financial Solutions Advisor Registration Candidate- Gateway Cities Market- Bilingual Spanish Required Bank of America CorpFinancial Solutions Advisor Registration Candidate- Gateway Cities Market- Bilingual Spanish RequiredWhittier, CA$28.85–$33.65 / hourOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate- Beverly West Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Beverly West MarketLos Angeles, CA$28.85–$33.65 / hourOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate- Central LA Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Central LA MarketHollywood, CA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Senior Lead Special Needs Trust Advisor Wells Fargo BankSenior Lead Special Needs Trust AdvisorPasadena, CaliforniaContribute to the growth of the wealth management business by promoting Special Needs Trust Services including onboarding new Special Needs Trusts and securing future fee business via internal and external presentations, active participation in wealth team meetings, partnering with wealth team members and other partners, and actively seeking opportunities to tell the Special Needs Trust story. Work a book of fiduciary relationships for highly complex high net worth and ultra-high net worth clients, including beneficiary distributions, account oversight and maintenance, and coordination with Portfolio Managers on investment allocation and implementation managing client relationships in accordance with sound fiduciary principles and the policies and procedures established by the firm.
Financial Advisor-Seattle, WA RK PartnersFinancial Advisor-Seattle, WAIrvine, CAFinancial Planning – Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management – Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.
Admissions Advisor Southern California Institute of TechnologyAdmissions AdvisorAnaheim, CA$24–$32The Admissions Advisor serves as the first point of contact for inquiries made to the school, schedules each applicant's appointment to visit the school, interviews applicants, informs and answers questions regarding the schools' programs, and coordinates with various school offices to guide the student through the admissions process. The Admissions Advisor is a member of the Admissions Team whose primary responsibility is to manage the admissions life cycle for all the schools' applicants from their initial inquiry to their new student orientation.
Strategic Sales Manager- West Coast Territory, Advisor Custody Betterment Holdings IncStrategic Sales Manager- West Coast Territory, Advisor CustodyCA$110,000–$130,000 / yearClient Relationship Management: Cultivate and maintain long-term relationships with prospective and existing clients, acting as a trusted partner to help them leverage Betterment Advisor Solutions custody solutions. What were looking for: Experience: 5+ years of sales experience in the financial services industry, with a strong background in advisor custody or related sectors (e.g., RIA platforms, custodians, asset management, fintech solutions).
Experienced Commercial Lines Insurance Account Manager / Risk Advisor (In Office) Conrey Insurance Brokers & Risk ManagersExperienced Commercial Lines Insurance Account Manager / Risk Advisor (In Office)Orange, CA$85,000–$145,000 / yearConstantly develop yourself professionally to be the expert advisor in the world of risk management and commercial insurance brokering, through internal and external education, and gain certifications like the CPCU, CIC, ARM, etc. Learn how to evaluate a risk and understand their business operations and financial structure to properly advise them on risk structuring and coverage and prepare a company narrative to represent them effectively.
SERVICE EXPERIENCE ADVISOR Micro CenterSERVICE EXPERIENCE ADVISORTustin, CAFull timeLocated at the Knowledge Bar, the Service Experience Advisor focuses on delivering a high-touch experience while helping customers understand the value of services like PriorityCare+, Data Backup, ESET, and other personalized solutions. This front-line role blends basic technical understanding with strong interpersonal skills to guide customers through service intake, recommend actions for appropriate solutions, and ensuring confidence in the repair process.