- Charles Schwab (Pleasanton, CA)
- …financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you ... have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA ...strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client … more
- System One (Mountain View, CA)
- …of audio systems, specifically Solid State Logic (SSL) including the L Series . The candidate requires experience of successfully planning and delivering events, ... - $120,000 **Duties & Responsibilities** + Provides top-class customer service skills, communicating effectively with both technical and non-technical clients.… more
- Veterans Affairs, Veterans Health Administration (Redding, CA)
- …is in the Physical Therapy Section within the Physical Medicine and Rehabilitation Service of the VA Northern California Health Care System which is a Complexity ... residents, and PT interns. Provide clinically appropriate treatment programs for client evaluation and treatment, within this Veterans Administration Medical Center,… more
- Charles Schwab (Irvine, CA)
- …of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. ... Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr.… more
- Charles Schwab (San Francisco, CA)
- … client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial ... planning, foundational portfolio needs, and complex client service issues. This role will provide...have** **Required Qualifications** **:** + Active and valid FINRA Series 7 + Active and valid FINRA Series… more
- BMO Financial Group (Santa Monica, CA)
- …a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and ... in collaboration with the lead relationship manager. + Determines client needs and provides solutions though the sales of...+ Executes work to deliver timely, accurate, and efficient service . + Identifies business needs, designs and develops tools… more
- US Bank (San Diego County, CA)
- …Three to five years of experience in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7 and ... significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a… more
- Wells Fargo (Palo Alto, CA)
- …branch exams and regulatory requirements from an operational support perspective + Strong client service skills + Strong attention to detail and accuracy skills ... you will:** + Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. * Employing ethical business practices to ensure full ... regulatory, broker dealer and institution requirements * Delivering a high-quality service experience during each interaction * Building strong relationships with… more
- Bank of America (Newport Beach, CA)
- …relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with ... client actions/activities to ensure the highest level of client service is provided, while presenting time...Service Management + Process Simplification **Required Qualifications:** + Series 7, 63/65 or 66 or equivalent; must obtain… more