- Bank of America (Monterey, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... technology to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
- Bank of America (Chico, CA)
- …technology to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a ... Merrill Financial Solutions Advisor (Partially Licensed) - Sacramento Market...client solutions that are best suited for their financial needs, such as core Banking, and Investment and… more
- Guidehouse (Los Angeles, CA)
- …and Payments, and build upon the power of Guidehouse's unique assets in Commercial Financial Services to drive unmatched value to client and firm + Lead, ... of a key go-to-market strategies for existing and new Financial Services portfolio of offerings including new client... Financial Services portfolio of offerings including new client development and existing client expansion with… more
- Evolent (Sacramento, CA)
- …and synthesize key insights for internal stakeholders in pursuit of better client financial support and management + Support cross-functional collaboration with ... projects as needed + Develop strong understanding of specific client dynamics to improve client financial...understanding of specific client dynamics to improve client financial analyses **Qualifications - Required:** +… more
- Bank of America (Los Angeles, CA)
- …existing clients by leveraging the full capabilities of the bank * Analyzes the client 's financial needs and applies knowledge of borrowing and banking to ... recommend financial services that best align with the client 's unique priorities * Presents potential home lending product solutions, submits the mortgage… more
- Wells Fargo (Los Angeles, CA)
- …credit and deposit products and services + Experience reviewing and analyzing client financial goals and presenting recommendations + Experience interpreting ... product lines + Develop solid product knowledge and basic client relationship management skills to meet the financial... client relationship management skills to meet the financial needs of customers and may have accountability over… more
- Umpqua Bank (Newport Beach, CA)
- …quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This position requires expertise in simple to ... of all presentation and review materials. + Keep current on client 's financial information while ensuring that clients understand the solutions being provided.… more
- Umpqua Bank (Walnut Creek, CA)
- …asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth ... based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. + Achieve client satisfaction and… more
- TIAA (Walnut Creek, CA)
- … relationship building skill set \#LI-KD2 Related Skills Change Management, Client Financial Planning, Client Relationship Management, Communication, ... Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and… more
- TIAA (Sherman Oaks, CA)
- …CFP Certification + University Degree \#LI-KD2 Related Skills Change Management, Client Financial Planning, Client Relationship Management, Communication, ... implementation of asset allocation strategies. It requires strong market knowledge, client -facing confidence, and the ability to manage portfolios that align with… more