Advisor

• Partner with scientists to build autonomous agents for molecule discovery tasks
• Design and build reinforcement learning environments for real discovery tasks with appropriate state, action, and termination semantics
• Curate and engineer reward functions from noisy scientific signals
• Post-train domain models using SFT, DPO, GRPO, PPO, reward modeling, and distillation on chemistry and biology tasks
• Integrate learned policies with domain tools, including RDKit, molecular graph ML, ELN/LIMS APIs, and instrument drivers
• Build evaluation infrastructure, including task suites, scoring harnesses, regression tracking, and experiment tracking such as MLflow
• Represent Frontier AI in the broader AI@Lilly and external AI research community
• Publish research, give talks, review papers, and scout emerging trends
• Evaluate external vendors, open-source projects, and academic collaborations for strategic fit
• Develop models and infrastructure that improve autonomous scientific discovery and reduce DMTA turnaround
• Transition AI prototypes into production-deployed systems

Scientist-engineer building AI agents for Eli Lilly’s autonomous drug discovery systems

Advisor – Agent Research

Scientist-engineer developing reinforcement-learning agents and evaluation systems for Eli Lilly’s autonomous molecule discovery platform. Integrating AI models with chemistry, biology, laboratory, and cloud tools.

• Retain and grow medium to large high net worth client relationships
• Build a team of Banking, Trust and Investment professionals around clients
• Meet and exceed client needs through coordinated wealth management services
• Handle complex wealth and relationship management issues
• Provide counsel and expert advice in all areas of Wealth Management
• Partner with colleagues to identify and service unique client needs
• Drive business development and business growth
• Make critical decisions independently

U.S. Bank private wealth advisor growing high-net-worth client relationships in California

Private Wealth Advisor

Private Wealth Advisor at U.S. Bank, helping high-net-worth clients make smarter financial decisions. Growing relationships and coordinating Banking, Trust, and Investment professionals.

• Grow the small business economy by helping businesses with payroll, health insurance, 401(k)s, and HR
• Role-specific responsibilities are not provided; the posting contains placeholder text for the role and team descriptions
• The day-to-day duties section contains placeholder bullet points rather than actual responsibilities
• Actively engage with AI tools relevant to the role and develop AI fluency as technology evolves

Dedicated Service Advisor supporting Gusto’s payroll, benefits, and HR platform for small businesses

Service Advisor

Dedicated Service Advisor supporting Gusto, a provider of payroll, benefits, and HR solutions for small businesses. Role-specific duties and qualifications remain unspecified in the posting.

• Achieve annual sales objectives by building a qualified pipeline, converting leads into revenue-generating opportunities, and meeting or exceeding quota
• Develop and execute strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools
• Partner with service teams and marketing specialists to deliver comprehensive proposals and tailored solutions across multiple lines of business
• Develop deep client relationships and provide consultative sales advice
• Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities
• Build external networks and promote Acrisure within the community
• Follow structured sales cadences through the create–convert–close–retain cycle
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning
• Research industry and market trends, track competitor activity, and refine positioning
• Share market insights with leadership and cross-functional teams to optimize offerings, client experience, and revenue strategies

Client Advisor driving insurance sales and client growth for global fintech Acrisure

Personal Lines Client Advisor

Client Advisor driving new business and client relationships for Acrisure, a global fintech and insurance solutions provider. Using CRM, analytics, and AI to grow revenue and exceed sales objectives.

• Lead investment planning and investment and insurance products on the Wealth Management Team
• Facilitate delivery of portfolio management, trust administration, investment advisory, and insurance strategies and capabilities
• Partner with the team to understand clients’ and families’ unique goals and objectives
• Construct appropriate goals-based investment portfolios
• Advise clients using U.S. Bank's Asset Management Group or U.S. Bancorp Investment's open architecture where appropriate
• Deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction
• Provide tailored investment management and insurance services based on each client's unique situation

Wealth Management Advisor helping U.S. Bank clients build tailored investment and insurance strategies

Wealth Management Advisor

Wealth Management Advisor helping U.S. Bank clients build tailored investment and insurance strategies. Constructing goals-based portfolios and delivering financial planning, research, and advisory services.

• Serve as the primary internal contact for all service lines provided by Altais to network physicians
• Support day-to-day administrative operations and provide service to physicians and office staff
• Monitor physician participation from entry through tenure with Altais
• Advocate for current and future products, services, and operational processes
• Contribute to organizational and departmental strategies and goals
• Act as an internal and external liaison, resolving challenges and promoting positive relationships
• Communicate physician network challenges and deficiencies, escalating issues and ensuring timely resolutions
• Serve as first contact for physician network support for electronic network tools, deploying EpicLink and the Provider Engagement Portal
• Provide education, training, and day-to-day support for electronic network tools
• Participate in multi-department work groups addressing access, quality of care, and claims issues
• Document and track tasks for Physician Services
• Assist with onboarding new physicians and staff, including account setups, agreements, and paperwork
• Complete administrative tasks associated with physician and office staff requests
• Track and trend physician status changes
• Schedule and facilitate internal and external meetings to discuss and resolve relevant issues
• Educate physician practices on policies and procedures, medical management review processes, claims payment policies, and clinical coding processes
• Review policies for compliance, troubleshoot provider issues, and identify non-compliant providers
• Develop and maintain comprehensive knowledge of Altais services and product offerings
• Travel up to 75% of the time within the Riverside region

Physician services advisor supporting California doctors for Altais healthcare organizations

Provider Services Advisor

Physician Services Advisor supporting Altais’ California physician network and healthcare organizations. Managing provider onboarding, electronic tools, administrative issues, policy education, and physician-office relationships.

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help them achieve their financial protection and planning goals
• Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor at the Vrana Network - Northwestern Mutual

Client Advisor – Athletic Background

Financial Advisor at the Vrana Network - Northwestern Mutual engaging with clients to achieve financial goals. Providing personalized guidance and services to secure clients' financial well-being.

• Drive and deliver centralized messaging around CIO Team's strategy, views, and performance with the field and clients
• Collaborate with field leadership on business development opportunities and strategic planning on business targets
• Be a strategic partner to broader CIO Team on messaging, advisor needs, and product development opportunities
• Participate in the investment process alongside the CIO Strategy team in forming views and underwriting investment recommendations for whole portfolios as well as thematic and tactical opportunities
• Partner with investment solutions teams to align priority recommendations to views and new product development
• Identify and initiate cross-business opportunities with the various coverage teams and investment solutions
• Ensure 100% compliance on all Citi policies and regulatory requirements

Senior Portfolio Advisor focusing on investment strategies for North America

Senior Portfolio Advisor

Senior Portfolio Advisor developing investment strategies and engaging clients across North America. Collaborating with investment teams and ensuring compliance with corporate policies.

• Source and acquire new clients to build business
• Use CPP generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process
• Follow up with prospective clients, maximize relationships, create referrals and referral partnership
• Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan
• Develop and maintain a base of clients who value your input and guidance
• Work with clients to keep their financial plans current and aligned with their goals
• Maximize relationships, create referrals and keep SalesForce updated
• Research industry guidelines. Stay up to date with current events and market trends
• Comply with current policies and procedures for financial, investment, tax and insurance industry

Senior Wealth Advisor at Cetera Planning Partners managing client relationships

Senior Wealth Advisor

Senior Wealth Advisor at Cetera Planning Partners based in Oakland, CA. Focused on acquiring clients, understanding financial goals, and providing comprehensive planning advice.

• Admissions Advisors engage prospective students through inbound and outbound phone calls and video conferencing to build initial relationships and assess interest.
• The role of the Admissions Advisor is to meet daily performance expectations, including call volume, talk time, and applicant progression, while maintaining a high-quality, student-focused outreach experience.
• Admissions advisors interview prospective students to determine their motivation for attending college; understand their career goals and the obstacles that might prevent them from starting or continuing their education; help them to overcome those obstacles; and ultimately help them identify the degree-program that best matches their needs.
• During the interview advisors present information about the benefits of education and DeVry University, tailoring their message to the student’s needs, motivation, and career goals.
• Once prospective students decide to enroll, advisors guide them through the admissions process, responding to questions, linking them to financial aid and academic advisors, gathering the documents necessary to start school, and ensuring students complete admissions testing.
• By networking and building relationships with their students, admissions advisors identify and contact other prospective students.

Admissions Advisor engaging prospective students for DeVry University's recruitment goals

Admission Advisor

Admissions Advisor engaging prospective students through phone and video to support DeVry University's recruitment efforts and assist with admissions processes. Building relationships and helping students achieve education goals.

• Partners with sales and account associates for growth and retention of existing accounts
• Builds relationships internally and externally to meet client needs
• Manages high profile sales, claims, and benefit issues
• Conducts meetings with clients to educate and promote opportunities for growth
• Responds to request for proposal in coordination with sales support
• Collaborates with internal stakeholders to meet and exceed client expectations
• Utilizes client reporting
• Mentors and coaches team members
• Completes significant projects with authority to represent the department

Account Advisor facilitating sales and client retention for healthcare company

Account Advisor

Account Advisor for Elevance Health, focused on growth and retention of healthcare accounts. Partnering with sales for client engagement and managing key issues in healthcare services.

• Maintain knowledge on industry and market trends to evolve and optimize sales strategies
• Provide exceptional BYREDO client experience, demonstrating expertise and understanding of our elevated selling approach
• Build rapport with returning clients by recognizing and understanding their needs, ensuring a personalized and unified shopping experience
• Showcase BYREDO’s wide product portfolio across all categories, offering curated recommendations and crafting memorable shopping moments for each client
• Exceed KPI’s through strategic cross-selling by fostering meaningful and familiar client relationships
• Leverage BYREDO’s CRM tools to manage client information, driving loyalty and delivering customized personalization
• Collaborate with the team during store meetings by contributing innovative ideas and actionable retail strategies
• Build and nurture client relationships through personalized outreach and clienteling activities including master classes and new launch events
• Provide after-sales service with care and attention, ensuring client satisfaction
• Create personalized shopping experiences that reflect each client’s unique tastes and aspirations, building connections that build long-term loyalty
• Develop and maintain knowledge of BYREDO’s full product offerings spanning across all categories

Client Advisor delivering exceptional client experiences in luxury retail

Client Advisor, Part-Time

Client Advisor at BYREDO providing personalized service and driving sales in luxury retail space. Engage clients with product knowledge and exemplary service in an upscale environment.

• Proactively solicit new residential mortgage loans to meet established loan quality and production goals
• Develop and maintain a network of business relationships for mortgage loan referrals
• Handle branch or call center-generated referrals upon request
• Provide exceptional service to members
• Maintain understanding of lending programs, policies, procedures, and regulatory requirements
• Originate mortgage loans from self-sourced business and personal relationships
• Discuss mortgage product options via phone, email, or in person
• Assist members with product selection, lock requests, and applicable disclosures
• Obtain and analyze financial and credit data
• Complete initial assessment of mortgage applications
• Manage mortgage loan pipeline for exceptional service
• Oversee loan process from origination to close with ongoing communication
• Collaborate with mortgage resource center and operations staff to move loans along

Home Loan Advisor sourcing mortgage loans and developing business relationships in California

Home Loan Advisor

Home Loan Advisor role focused on sourcing residential mortgage loans. Developing business relationships and maintaining exceptional service for members in California.

• The In-Market Home Loan Advisor is responsible for home loan production from assigned branches and the local mortgage market.
• Work closely with the Branch Managers, local realtors and other market sources to generate home loan referrals.
• Responsible for creating production strategies that will enhance the credit union’s market share in their assigned market(s).
• Generate and respond to inquiries and referrals from their assigned branches.
• Interviews applicants to analyze financial and credit information, assist with financing objectives, advises on products, pricing, and gathers required information.
• Self-source home loans from the local mortgage market by representing the credit union.
• Ensure exceptional service by maintaining a thorough understanding of lending programs, policies, procedures and regulatory requirements.
• Originate home loans by maintaining exceptional service levels and product knowledge.
• Work with branch management and staff to educate and strategize to increase home loan production from our members.
• Develop market strategies to drive new membership and home loans to the credit union.
• Obtain and analyze pertinent financial and credit data. Provide initial assessment of the loan and product qualifications.
• Maintain understanding of state and federal laws and regulations related to credit union compliance including RESPA, HPML, HOEPA, HCML, HMDA, and Fair Lending.
• Monitor home loan pipeline to ensure loans are attended to promptly, efficiently and accurately.
• Negotiate with members on counter offers or communicate declinations when initial requests cannot be met due to program limitations.
• Interact with other advisors and fulfillment staff to ensure proper procedural compliance, team collaboration and atmosphere.
• Consistently notate conversations with member in LOS to ensure proper communication.

Home Loan Advisor responsible for home loan production in local branches

Home Loan Advisor – Internal Production

Home Loan Advisor responsible for home loan production from assigned branches and local mortgage market. Collaborate with branch managers and realtors to generate home loan referrals.

• Advise, assist, educate, and grow relationships with small businesses.
• Work proactively to build and grow relationships with potential new members.
• Lead training initiatives for branch teams to elevate business services awareness.
• Collaboratively work with the Business Services Market Area Manager on products and marketing tactics.
• Develop and implement initiatives that improve service capabilities.
• Proactively develop sales strategies to attract new business opportunities.
• Assist in scheduling member appointments and answer inquiries about business products.

Business Services Advisor engaging with small business members in California

Business Services Advisor

Business Services Advisor engaging with small business members in California. Advising and building relationships while leading training initiatives and developing sales strategies.

• Proactively solicit new residential mortgage loans to meet established loan quality and production goals.
• Develop and maintain a strong network of business relationships to ensure a recurring source for mortgage loan referrals.
• Originate mortgage loans from self-sourced business and personal relationships by maintaining exceptional service levels and administering a lead management system.
• Discuss mortgage product options via phone, email or in person with prospective and current borrowers.
• Assist the member with an appropriate product selection, lock request and provide applicable disclosures as required by law.
• Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance.
• Manage mortgage loan pipeline closely to ensure loans are attended to promptly, efficiently and accurately.
• Oversee the loan process from origination to close and provide on-going communication to applicants.
• Work closely with the mortgage resource center and operations staff to ensure the mortgage loan is being moved along in accordance with the credit union standards.

Home Loan Advisor soliciting residential mortgage loans in the Bay Area

Home Loan Advisor – External Production

Home Loan Advisor soliciting residential mortgage loans to meet production goals. Developing business relationships for referrals in the Bay Area, maintaining compliance, and managing loan processes.

• Develop and maintain long-term client relationships
• Conduct comprehensive financial reviews
• Identify planning opportunities
• Deliver customized financial recommendations
• Build referral networks
• Develop centers of influence
• Create enterprise value
• Mentor future advisors

Wealth Advisor managing client relationships and financial planning strategies at Strategic Financial Concepts

Wealth Advisor

Wealth Advisor responsible for developing and maintaining client relationships. Provide comprehensive financial reviews and tailored planning solutions at Strategic Financial Concepts.

• Work closely with scholars to evaluate their readiness for technical programs, taking into account their educational background, career goals, and personal circumstances.
• Contribute to scholar retention, enrollment conversion, and/or career outcomes through outreach to prospective scholars.
• Review application requirements and prerequisites with scholars, providing clear and concise explanations of the necessary steps and documents required for enrollment.
• Provide personalized guidance and support to scholars throughout the application and enrollment process, addressing their questions and concerns and assisting them in making informed decisions in program choice.
• Disseminate accurate and up-to-date information about technical programs, including curriculum details, program benefits, and potential career outcomes.
• Maintain accurate and up to date student information using CRM; including but not limited to the regular update of student statuses, detailed conversational notes, and secure document collection.
• Log and analyze data related to student obstacles and outcomes.
• Use CRM systems to track scholar information and maintain detailed conversational notes related to scholar interactions.
• Recognize and respond appropriately to scholars facing enrollment-related challenges or crises, providing referrals to support services as needed.
• Maintain a comprehensive understanding of the technical programs offered, including admission criteria, prerequisites, and program-specific details.
• Establish and maintain effective communication channels with scholars, colleagues, and other departments within Futuro Health.
• Advocate on behalf of scholars by tracking their progress and areas of difficulty, providing feedback to improve the enrollment process.
• Collaborate with coaching team, Ed Providers, and Programs team when necessary to streamline the enrollment process and resolve any application-related issues.
• Assist scholars in meeting enrollment timelines to ensure a seamless enrollment experience.
• Provide exceptional customer service by promptly responding to scholar inquiries through various communication channels, such as phone, email, text, and in-person meetings.
• Guide learners through career exploration: helping them identify interests, transferable skills, and educational and career pathways aligned with their goals.
• Crosstrain and provide support in other Scholar Support roles, including Help Desk, Outreach, Coaching Support, Post-Graduation Communications, Group Advising Sessions, etc.

Enrollment Advisor assisting scholars in their technical programs at Futuro Health

Enrollment Advisor

Enrollment Advisor aiding scholars in evaluating readiness for technical programs at Futuro Health. Guiding them through application processes and providing support for career exploration.

Senior Wealth Advisor managing client relationships and financial planning

Senior Wealth Advisor at Cetera Planning Partners managing client relationships and providing financial planning. Responsible for client acquisition, planning advice, and maintaining financial strategies.

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Financial Advisor at Salinas Financial Group leveraging athletic background

Financial Advisor at Salinas Financial Group, combining a passion for teamwork and competition in financial services. Advising clients on financial planning and insurance options in a supportive team environment.

Advisor jobs in California

See all jobs on JobTailor

Advisor – Agent Research

Private Wealth Advisor

Service Advisor

Personal Lines Client Advisor

Wealth Management Advisor

Provider Services Advisor

Client Advisor – Athletic Background

Senior Portfolio Advisor

Senior Wealth Advisor

Admission Advisor

Account Advisor

Client Advisor, Part-Time

Home Loan Advisor

Home Loan Advisor – Internal Production

Business Services Advisor

Home Loan Advisor – External Production

Wealth Advisor

Enrollment Advisor

Senior Wealth Advisor

Client Advisor – Athletic Background