- Umpqua Bank (Sacramento, CA)
- …to provide an optimal experience and results for the client. As with all Wealth Advisors , the client must come first in all situations and the record of any ... and/or within an established team, which may include additional Wealth Advisors , Client Service Specialists, Private Bankers, and Wealth Strategists. We are… more
- Bank of America (Beverly Hills, CA)
- …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... a variety of specialized functions across a team of Financial Advisors , such as business management, business development, wealth planning, investment management,… more
- Thrivent Financial (Lakewood, CA)
- …and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors . Individuals in this position will be focused on securities and investment ... and variable life, health, and annuities products and together with the Financial Advisors , will serve the financial and non-financial needs of Thrivent clients and… more
- NTT America, Inc. (Sacramento, CA)
- …+ New partner and alliance relationship development: + Identify and expand Technology Advisors + Identify and expand Private Equity Channels + Identify and expand ... role + Experience working with SAP, Hyperscalers, Private Equity, and Technology Advisors + Proven history of meeting and exceeding revenue and quota targets… more
- Simplot (Colusa, CA)
- …Area Sales Manager, who provides support and leadership to all Crop Advisors within specifically recognized agronomic geographies to achieve the Company's financial ... products where appropriate to maximize profitability. + Collaborate with other Crop Advisors , as directed by Region Managers and/or Market Managers, to increase… more
- Comerica (Palo Alto, CA)
- …market in establishing and building the Comerica brand with Financial Advisors in our Alliance partner relationships, building a sales pipeline, conducting ... prospect identification within the respective territory. Call on prospects and Financial Advisors to present all assigned products in pursuit of achieving assigned… more
- Deloitte (Sacramento, CA)
- …the resources, tools, assets, and approaches they need to be world class advisors , implementors, and operators. We are looking for people who are passionate about ... complex services pursuits that are driven for clients by third a party advisors and law firms + Diverse network, with knowledge of cross-industry and cross-portfolio… more
- JPMorgan Chase (Los Angeles, CA)
- …and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage ... in a compelling manner + Proven track record of partnering with professional advisors (such as CPAs or T&E attorneys) + Strong financial planning knowledge in… more
- Bank of America (Yuba City, CA)
- …As part of our commitment, we are looking for the next generation of Financial Advisors -those with a passion for growing a long-term career and a drive to make our ... to connect with experts including small business consultants, mortgage lenders and investment advisors . We're a culture that * Believes in responsible growth and has… more
- DoorDash (Los Angeles, CA)
- …our operator-first platform. We're a team of strategic thinkers, trusted advisors , and passionate relationship-builders who believe in the power of hospitality-and ... the technology that supports it. About the Role As an Account Development Executive, you'll manage a portfolio of restaurant and hospitality clients, nurturing relationships and identifying growth opportunities within existing accounts. You'll be responsible… more