- Nuveen Investments (Palo Alto, CA)
- **Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their ... them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective...with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time… more
- City National Bank (West Hollywood, CA)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains..."book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for… more
- Nuveen Investments (Sherman Oaks, CA)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks… more
- Thrivent Financial (Costa Mesa, CA)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding...to serve clients in your chosen community. + Make client appointments by leveraging your network and Thrivent's reputation,… more
- JPMorgan Chase (San Jose, CA)
- …account reviews to monitor the ongoing suitability of investments and activities in client accounts. + Conduct Advisor book reviews to identify trends or ... and decision-making skills. + Ability to understand new investment products, Advisor /Banker compensation plans, and firm-wide policies and procedures to conduct… more
- US Bank (San Diego County, CA)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …is partnering with a high-growth, relationship-centered firm to identify a Lead Advisor . The Opportunity This is a high-profile role for a financial planning ... who blends technical depth with strong emotional awareness. As a Lead Advisor , you'll partner closely with advisors and clients to deliver customized, sophisticated… more
- Wolters Kluwer (Sacramento, CA)
- …role. Candidate can be located anywhere in the US** The Customer Success Advisor is responsible for building and maintaining post sales strategic relationships with ... assigned accounts. This role will serve as a trusted advisor to accounts in complex industries, providing strategic vision,...+ Develop key relationships in an account to diversify client contact touch points and interaction frequency. + Engaging… more
- Livingston International (CA)
- Trade Advisor Join Livingston, the largest customs broker in Canada and the third largest entry filer in the US We're a market leader offering customs brokerage, ... Job Type: Full Time Location: HomeOffice California JOB SUMMARY The Trade Advisor is responsible for prospecting and identifying sales opportunities and growing the… more
- Bank of America (Pittsburg, CA)
- Business Solutions Advisor - Greater East Bay - Pittsburg, CA Area Pittsburg, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pittsburg/Business-Solutions- Advisor Greater-East-Bay Pittsburg--CA-Area\_25049584) **Job Description:** At Bank of America,… more