7 client advisor jobs found

Application Fulfillment Specialist - Bilingual Spanish or Mandarin REPORTS TO: Application Fulfillment Team Lead DEPARTMENT: Operations FLSA STATUS: Non-Exempt TRAVEL: None WORK SCHEDULE: Monday to Friday shifts between 7am to 8pm  LOCATION: Houston, TX onsite COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels.  There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016.  Our platform has processed close to $5 billion in claim benefits for end-consumers.  Covr’s platform provides a simpler way for people to protect what matters most and a better consumer experience.  We have...

Financial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency in Mandarin / English Required Windermere, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every...

Financial Solutions Advisor - Greater Queens NY Market (Bilingual Required Mandarin) Flushing, New York;Flushing, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26032811) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26032811) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26032811)...

Financial Solutions Advisor Registration Candidate - Flushing Northern Boulevard Financial Center (Bilingual Mandarin Preferred) Flushing, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor-Registration-Candidate---Flushing-Northern-Boulevard-Financial-Center--Bilingual-Mandarin-Preferred-\_26031087-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor-Registration-Candidate---Flushing-Northern-Boulevard-Financial-Center--Bilingual-Mandarin-Preferred-\_26031087-2) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required Windermere, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Windermere/Financial-Solutions-Advisor---Windemere-Financial-Center---Bilingual-in-Mandarin---English-Required\_26012012) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Windermere/Financial-Solutions-Advisor---Windemere-Financial-Center---Bilingual-in-Mandarin---English-Required\_26012012) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

Relationship Banker - San Gabriel Area- Mandarin Language required San Gabriel, California;Montrose, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Gabriel/Relationship-Banker---San-Gabriel-Area--Mandarin-Language-required\_26027558) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Gabriel/Relationship-Banker---San-Gabriel-Area--Mandarin-Language-required\_26027558) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Gabriel/Relationship-Banker---San-Gabriel-Area--Mandarin-Language-required\_26027558) **Bank of America employees are required to meet all**...

Relationship Banker - San Gabriel Area- Mandarin Language required San Gabriel, California;Montrose, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Gabriel/Relationship-Banker---San-Gabriel-Area--Mandarin-Language-required\_26027558) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Gabriel/Relationship-Banker---San-Gabriel-Area--Mandarin-Language-required\_26027558) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Gabriel/Relationship-Banker---San-Gabriel-Area--Mandarin-Language-required\_26027558) **Bank of America employees are required to meet all**...