- Citigroup (Downey, CA)
- …Citi policies and procedures **Education:** . Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- Citigroup (San Francisco, CA)
- …Citi policies and procedures **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- Bank of America (Beverly Hills, CA)
- …center associates during meetings to assist with team delivery of an exceptional client experience **Required Qualifications:** + Has demonstrated experience ... Business Solutions Advisor - Beverly Wilshire Financial Center Beverly Hills,... Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements… more
- Bank of America (San Marcos, CA)
- …center associates during meetings to assist with team delivery of an exceptional client experience **Required Qualifications** : + Has demonstrated experience ... Business Solutions Advisor - San Marcos Financial Center San Marcos,... Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements… more
- US Bank (Aptos, CA)
- …investments to expand our advisor base and deliver an outstanding client experience . With a collaborative team structure, strong leadership support, 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
- Bank of America (Anaheim, CA)
- …/ GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications ... Financial Solutions Advisor - North OC Anaheim, California;Yorba Linda, California...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more
- Bank of America (San Jose, CA)
- …(CRPC). + Obtained your insurance licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral ... Financial Solutions Advisor - San Jose Area San Jose, California;San Jose,...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more
- Kohl's (La Habra, CA)
- …guide the team to meet Sephora at Kohl's standards and ensure an excellent overall client experience . What You'll Do + Provide guidance for the Beauty Team ... About the Role As Beauty Lead Advisor , you will drive sales through an authentic...+ Authentic passion for beauty + 3 years of client -facing retail or service industry experience +… more
- City National Bank (Los Angeles, CA)
- * ADVISOR II - FOREIGN EXCHANGE* WHAT IS THE OPPORTUNITY? This colleague is responsible for meeting sales goals by servicing existing foreign exchange clients, ... Interface with various operations units to ensure that FX client issues and concerns are addressed. * Interface with...* Consult and work jointly with the FX Sales Manager and Team Leads to develop new strategies for… more
- US Bank (Watsonville, CA)
- …what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products ... appropriate, to deliver economic and market views, investment strategy, manager /fund/security research and due diligence, and portfolio construction resulting in… more