- Bank of America (Monterey, CA)
- …& 65 in lieu of 66) licenses.** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... advisory strategies + Communicates solutions to clients that are best suited for their financial needs, such as core Banking , as well as Investment and Life… more
- JPMorgan Chase (Ukiah, CA)
- …conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and ... and having a strong commitment to diversity and inclusion. Using the latest banking solutions, combined with cutting-edge financial technology and the most… more
- City National Bank (Los Angeles, CA)
- …of business partners. * May possesses a BA or equivalent 8 years of experience in financial services or an MBA and 3-5 years of experience. * May possess CFP, ... assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- BMO Financial Group (Los Angeles, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest ... client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance,… more
- Bank of America (Yuba City, CA)
- …demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met ... the role. * Build your network. Starting at a financial center, you'll interact with banking customers,...by providing exceptional client care with industry leading products, services , and education. * Robust marketing support to reach… more
- Bank of America (El Cerrito, CA)
- …financial information, spreadsheets and financial skills + Knowledge of banking products and services + Strong computer skills including Microsoft ... This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual… more
- Bank of America (Encinitas, CA)
- …and services . * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... banking and investments strategies that align with client financial goals and needs * Triages client requests and...* At least three years' experience working in the financial service industry and/or a sales environment… more
- Bank of America (Pleasant Hill, CA)
- …and services . + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... banking and investments strategies that align with client financial goals and needs + Triages client requests and...+ At least three years' experience working in the financial service industry and/or a sales environment… more
- Bank of America (Oxnard, CA)
- …and services . + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... banking and investments strategies that align with client financial goals and needs + Triages client requests and...+ At least three years' experience working in the financial service industry and/or a sales environment… more
- Bank of America (San Francisco, CA)
- …and services . + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... banking and investments strategies that align with client financial goals and needs + Triages client requests and...+ At least three years' experience working in the financial service industry and/or a sales environment… more