- Bank of America (Redding, CA)
- …strategies **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Learns and adapts to ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Bank of America (San Jose, CA)
- …(SIE) + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills** + Client Experience Branding + Client ... acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions to help… more
- Bank of America (Aptos, CA)
- …Industry Essentials (SIE) + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account ... acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions to help… more
- Bank of America (Modesto, 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 ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Edward Jones (Stockton, CA)
- …qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products ... Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward… more
- Edward Jones (Hemet, CA)
- …would make you a successful financial advisor?** + An interest in financial services /markets and how they work + Love of learning and challenges, ... and business practices you need to succeed in our client -first business model. The new financial advisor...is strongly preferred or equivalent work-related experience within the securities/ financial services industry + Financial … more
- Robert Half Finance & Accounting (San Ramon, CA)
- …+ CFP(R) designation (required). + 5+ years of experience in the financial services industry. + Proven success in a client -facing financial advisory ... to build your practice with full firm support. Responsibilities + Provide strategic financial advice and comprehensive planning across services such as debt… more
- Bank of America (Palo Alto, CA)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team,… more
- Wells Fargo (Seal Beach, CA)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- NTT America, Inc. (Sacramento, CA)
- …achieve revenue and margin targets. As the first point of contact for client issues, you'll ensure exceptional service and long-term partnership success.** **Key ... Conduct vulnerability analysis against competitors to ensure proposed solutions meet client requirements. + Promote financial control, governance, and compliance… more