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Aviso

24 jobs near Columbus, OH

Aviso

$55 - $75/hr

Aviso Insurance Inc. and Aviso Wealth are seeking an experienced Wealth Associate to join our growing team. The successful candidate will support a high-performing Wealth Advisor managing a ...

Aviso

Customer Service Rep

Milpitas, CA · On-site

$35 - $40/hr

Customer Service - Temporary Contract Location: Pleasanton, CA Hours: Monday through Friday, 8:00 AM to 5:00 PM (must be open to overtime) Pay: $35/hr to $40/hr Contract Duration: Approximately 3 ...

Aviso

Customer Service Representative

Fremont, CA · On-site

$17.50 - $23.75/hr

This is a senior-level individual contributor position with no direct reports. The Senior Customer Support professional will take ownership of customer orders, account activity, delivery commitments ...

Aviso

Senior Customer Support

Fremont, CA · On-site

$21 - $29/hr

This is a senior-level individual contributor position with no direct reports. The Senior Customer Support professional will take ownership of customer orders, account activity, delivery commitments ...

Aviso, LLC

Welder

Fremont, CA · On-site

$35 - $44/hr

TIG WELDER Precision Stainless Steel & Vacuum Systems JOB OVERVIEW We are seeking a highly skilled and detail-oriented TIG Welder to join our production team. In this role, you will primarily perform ...

Aviso, LLC

CMM INSPECTOR

Fremont, CA · On-site

$28 - $30/hr

Quality Control CMM Inspector (2nd Shift) Shift: 2nd Shift (1:30 PM - 10:00 PM, Monday - Friday) Compensation: $28.00 - $30.00 / hour (Commensurate with experience) Employment Type: Full-Time About ...

Aviso, LLC

Buyer or Planner San jose CA

Fremont, CA · On-site

$44 - $47/hr

Position Summary We are seeking a dedicated Buyer/Planner II to directly join our in-house manufacturing team. As a core, full-time member of our company, you will ensure the timely procurement and ...

Aviso, LLC

Tube Laser Operator

Fremont, CA · On-site

$25 - $32/hr

Pay: $25-$32 Depending on experience. Responsibilities * Set up and operate TRUMPF tube laser equipment safely and efficiently. * Load and unload raw material and finished parts. * Verify correct ...

Aviso, LLC

Customer Service Representative

Fremont, CA · On-site

$27 - $35/hr

This is a senior-level individual contributor position with no direct reports. The Senior Customer Support professional will take ownership of customer orders, account activity, delivery commitments ...

Aviso, LLC

Electronics Buying Specialist

Fremont, CA · On-site

$25 - $30/hr

Job Title: Buying Specialist Location: Milpitas, CA Pay: $25.00 - $30.00 per hour Schedule: Monday - Friday, 10:00 AM to 6:00 PM (Optional Saturdays 11:00 AM to 3:00 PM) Employment Type: Full-Time ...

Aviso, LLC

Fab Operator

Fremont, CA · On-site

$22 - $34.50/hr

Position Overview We are seeking dedicated and detail-oriented Wafer Fab Operators to join our manufacturing team. In this role, you will operate state-of-the-art automated machinery that prints ...

Aviso, LLC

HR Support Specialist

Fremont, CA · On-site

$60K - $75K/yr

Job Summary Under general supervision, the HR Support Specialist performs a broad range of human resources support activities for unionized, blue-collar operations. The role coordinates with managers ...

Aviso, LLC

PCB Electromechanical Tech

Fremont, CA · On-site

$35 - $45/hr

6 Week Contract 2 Shifts Day/Swing Responsibilities * Assemble electromechanical sub-assemblies following work instructions, engineering drawings, and BOMs * Operate hand tools, power tools, and ...

New

Aviso, LLC

Data Entry Clerk

Fremont, CA · On-site

$25 - $27/hr

Job Title: Data Entry Clerk (2 Openings) Location: On-site in San Jose, CA (755 Stockton Ave) -- Local candidates only. Pay Rate: $25.00 - $27.00/hr Schedule: Monday - Friday, 7:00 AM - 4:00 PM (40 ...

Aviso, LLC

Quality Technician

Fremont, CA · On-site

$30 - $35/hr

Benefits: * Competitive salary * Flexible schedule We are seeking a skilled, hands-on Quality Technician to join our engineering validation team at our San Jose facility. In this role, you will focus ...

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Showing results 1-20

Wealth Associate - Partner - Prosperity Credit Union

Aviso

On-site

$55 - $75/hr

Other

Retirement

Posted 14 days ago

Job description

Aviso Insurance Inc. and Aviso Wealth are seeking an experienced Wealth Associate to join our growing team. The successful candidate will support a high-performing Wealth Advisor managing a substantial portfolio of clients. This role is ideal for a proactive and professional individual who is passionate about delivering exceptional client service and contributing to the continued growth of a successful wealth management practice. The ideal candidate will demonstrate strong initiative, attention to detail, and a client-focused approach, with a commitment to building lasting relationships and enhancing the overall client experience.

Key Responsibilities:
  • Provide support to the Wealth Advisor by:
    • Analyzing client accounts to identify opportunities and support business development activities
    • Delivering exceptional client service through in-person, telephone and email interactions
    • Managing and processing client referrals
    • Maintaining accurate and up-to-date electronic and physical client records
    • Preparing and processing account applications, account updates, and monthly reports
    • Coordinating with the dealer/back office to resolve administrative and operational issues
    • Processing investment account transactions with accuracy and attention to detail
    • Monitoring and following up on client applications, transactions, and service requests
    • Contributing to client retention and acquisition through a high standard of service
    • Ensuring compliance with regulatory, risk management, and internal policy requirements
    • Responding to client inquiries accurately and in a timely manner
    • Managing the advisor’s calendar and overseeing wealth management correspondence and communications
  • Support the organization by:
    • Promoting the organization and participating in ongoing professional development
    • Supporting community initiatives and economic development strategies
    • Contributing to the achievement of branch growth objectives outlined in the business plan
Qualifications:
  • Minimum two years of experience in a financial advisory role or related role, with strong attention to detail and a commitment to continuous learning
  • Knowledge of investment and/or insurance products is considered an asset
  • Strong organizational and time management skills, with the ability to effectively prioritize tasks in a fast-paced environment
  • Demonstrated ability to build and maintain client relationships while delivering a high standard of service
  • Excellent interpersonal, communication, and telephone skills, with a professional approach to client interactions
  • Proficient in Microsoft 365 applications and comfortable working in a technology-driven environment

Flexible and occasional extended work hours, as well as travel, may be required.

The successful candidate will have opportunities for professional growth and career development within a collaborative, values-driven organization that supports continuous learning.

Compensation will commensurate with qualifications, experience, and education. We offer a competitive salary, comprehensive employee benefits, and a matched pension plan upon eligibility.

For more information on this position, you are invited to contact Bridgette Hilmoe, VP Wealth, at 306-882-5659 or Shannon Johnston, Wealth Protection Specialist/Wealth Advisor at 306-882-5580

We will be reviewing all applications during the week of August 24; however, this position will remain posted until successfully filled.

While we thank all applicants for their interest, only those considered for an interview will be contacted.

Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

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