Financial Advisor Jobs in Huntington Beach
jobs 1 - 8 of 8 from accross the web
Date Posted
Job Type
- Full Time (8)
Title
Location
Company
- Citi (4)
- U.S. Bank (2)
- Bank of America (1)
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- Financial Advisor
- U.S. Bank - Huntington Beach
- US Bank - Huntington Beach, CA - Contacts and profiles customer/prospects to determine financial goals, objectives, and current financial position. Conducts diligence into each customer/prospect's financial situation in order to recommend financial products to meet the customer/prospect's particular financial st
- Mar 23, 2012 Save this job - Share
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- Financial Advisor
- U.S. Bank - Huntington Beach
- US Bank - Huntington Beach, CA - Contacts and profiles customer/prospects to determine financial goals, objectives, and current financial position. Conducts diligence into each customer/prospect's financial situation in order to recommend financial products to meet the customer/prospect's particular financial st
- Apr 5, 2012 Save this job - Share
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- Financial Solutions Advisor - Field Location Huntington-Harbour (Huntington Beach, CA)
- Bank of America - Huntington Beach
- Bank of America - Huntington Beach, CA - FSA develops new investment business through leads generated from internal partnering. The FSA will identify, profile and meet with clients to analyze and review investment goals. The FSA will triage client leads and make referrals to appropriate internal ser...
- Jan 18, 2012 Save this job - Share
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- Client Services Specialist/Office Manager - Financial Services
- Huntington Beach
- Huntington Beach, CA - The primary responsibility of this position is to provide office administration and assist the financial advisors by organizing and ensuring proper completion of client paperwork; following-up on client service issues; maintaining files; and performing various tasks as needed. Po
- Jan 28, 2012 Save this job - Share
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- CLIENT SERVICE ASSOCIATE - Huntington Beach
- Citi - Huntington Beach
- Citi - Citigroup (C) - Huntington Beach, CA - Citi Personal Wealth Management (CPWM) provides financial planning and wealth management services via our branch-based Financial Advisors and Centralized service centers. CPWM will lead efforts to dramatically expand our personal wealth management capabilities and provide custome
- Jan 13, 2012 Save this job - Share
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- CLIENT SERVICE ASSOCIATE - Huntington Beach
- Citi - Huntington Beach
- citi - Huntington Beach, CA - Citi Personal Wealth Management (CPWM) provides financial planning and wealth management services via our branch-based Financial Advisors and Centralized service centers. CPWM will lead efforts to dramatically expand our personal wealth management capabilities and provide custome
- Mar 20, 2012 Save this job - Share
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- CLIENT SERVICE ASSOCIATE Huntington Beach
- Citi - Huntington Beach
- Citi - Huntington Beach, CA - Education Level: High School Diploma/GED Description Citi Personal Wealth Management (CPWM) provides financial planning and wealth management services via our branch-based Financial Advisors and Centralized service centers. CPWM will lead efforts to dramatically expand our person
- Mar 24, 2012 Save this job - Share
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- CLIENT SERVICE ASSOCIATE - Huntington Beach
- Citi - Huntington Beach
- citi - Huntington Beach, CA - Citi Personal Wealth Management (CPWM) provides financial planning and wealth management services via our branch-based Financial Advisors and Centralized service centers. CPWM will lead efforts to dramatically expand our personal wealth management capabilities and provide custome
- May 3, 2012 Save this job - Share
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