Financial Services Advisor Associate

Company: VirtualVocations
Location: Vista
Posted on: May 24, 2025

Job Description:

A company is looking for an Advisor Success Associate (Hybrid).
Key Responsibilities

Support advisors with client account opening and maintenance processes
Cultivate service-focused relationships with financial advisors
Act as an intermediary between financial advisors and third-party vendors

Required Qualifications

2-3 years of financial services experience
Broad knowledge of financial services and planning concepts
Hospitality mindset and experience
Strong organizational and time management skills
Experience with Orion and/or Salesforce is a plus

Keywords: VirtualVocations, Lynwood , Financial Services Advisor Associate, Accounting, Auditing , Vista, California

Click here to apply!

Didn't find what you're looking for? Search again!

Let Vista recruiters find you. Post your resume for free!

Get Vista Accounting, Auditing jobs via email.

View more Lynwood Accounting, Auditing jobs

Other Accounting, Auditing Jobs

accounts payable manager - .
Description: This Accounts Payable Manager Position Features: br .Great Organization br .Outstanding
Company:
Location: San Fernando
Posted on: 05/22/2025

Accounting Specialist/COSMETICS/FASHION SECTOR/MASSIVE EXPANSION
Description: HIGHLY REGARDING MASSIVELY EXPANDING Co. is actively interviewing for an Accounting Coordinator. Seeking an individual that has the desire to be a part of a massive growth industry transformation
Company:
Location: Northridge
Posted on: 05/22/2025

Staff Accountant - Up to $55k
Description: Currently seeking a Staff Accountant for a very well established Advertising firm located here on the West Side. br br This position will be working in a small accounting department
Company:
Location: Culver City
Posted on: 05/22/2025

Salary in Lynwood, California Area | More details for Lynwood, California Jobs |Salary

Staff Accountant - entry into Public Accounting!!!
Description: Are you looking to join a growing CPA firm Maybe a firm that will allow you not only to expand your Accounting knowledge, but also enter the world of Tax
Company:
Location: Culver City
Posted on: 05/22/2025

Accountant - Woodland Hills, CA
Description: A well respected non-profit organization has an immediate need for an Accountant. This organization prides themselves as a community outreach for affordable housing. br This position provides support (more...)
Company:
Location: Calabasas
Posted on: 05/22/2025

Accounts Payable - .
Description: This Accounts Payable Position Features: br . br . br . br Great Pay to 0K br br Immediate need for accounts
Company:
Location: Sylmar
Posted on: 05/22/2025

FULL CHARGE BOOKKEEPER
Description: This FULL TIME BOOKKEEPER Position Features: br Great Pay to 25.00/hour br br 40 hours/week
Company:
Location: Woodland Hills
Posted on: 05/22/2025

Bookkeeper, Full Charge
Description: Working with multiple client files, paying bills, bank recs, adjusting journal entries, creating new company
Company:
Location: Woodland Hills
Posted on: 05/22/2025

Full Charge Bookkeeper
Description: Must have expert Knowledge in Quick Books Pro and also be proficient on a Macintosh computer systems. The candidate should have
Company:
Location: Woodland Hills
Posted on: 05/22/2025

Experienced Accountant
Description: This Experienced Accounting Position Features: br Business Casual Office Environment br Friendly Staff br Full time hours 8 a.m.- 4:30 p.m. br Great
Company:
Location: Sherman Oaks
Posted on: 05/22/2025

Loading more jobs...

Financial Services Advisor Associate

Didn't find what you're looking for? Search again!

Other Accounting, Auditing Jobs

Log In or Create An Account