Job Overview: Join our team as a Senior Client Advisor in Corona, California. In this role, you will be responsible for providing exceptional customer service and financial advice to our clients.

Job Details: As a Senior Client Advisor, you will be the primary point of contact for clients seeking financial guidance and assistance. You will build and maintain strong relationships with clients to understand their needs and provide tailored solutions.

Responsibilities:

• Deliver personalized financial advice to clients.
• Assist clients in setting and achieving their financial goals.
• Identify opportunities to upsell financial products and services.
• Resolve client inquiries and complaints in a timely and professional manner.
• Stay updated on industry trends and regulations to better serve clients.

Requirements:

• Minimum of 5 years of experience in financial services.
• Bachelor's degree in Finance or related field.
• Strong communication and interpersonal skills.
• Proven track record of meeting and exceeding sales targets.

Benefits:

• Competitive salary and bonus structure.
• Health insurance and retirement benefits.
• Ongoing training and development opportunities.

Other Details: This is a great opportunity for a seasoned professional looking to advance their career in the financial services industry in Corona, California. We value diversity and inclusion in our workplace.

We look forward to reviewing your application and welcoming you to our team!