- Bank of America (San Marcos, CA)
- …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... Credit Solutions Advisor - San Marcos - Spanish Language Preferred...requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending… more
- Bank of America (San Gabriel, CA)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate- West San Gabriel Valley Market...degree and/or a minimum of one year of financial services industry or sales experience **Skills:** + Client… more
- Bank of America (Newport Beach, CA)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate - Newport Beach Financial Center...degree and/or a minimum of one year of financial services industry or sales experience **Skills:** + Client… more
- Edward Jones (Fairfield, CA)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... reflective of their performance. **What characteristics would make you a successful financial advisor ?** + An interest in financial services /markets and how they… more
- Edward Jones (Belmont, CA)
- ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... licensed branch associates are highly visible members of the client team, working under the leadership of a financial... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more
- City National Bank (Los Angeles, CA)
- …* Exhibit strong leadership in driving team performance, maintaining high standards of client service , and aligning efforts with overall business objectives. * ... * ADVISOR SENIOR - FOREIGN EXCHANGE* WHAT IS THE...growth of our foreign exchange (FX) sales desk. This client -facing position requires exceptional leadership, strong sales expertise, communication… more
- Comerica (San Francisco, CA)
- …navigating internal territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing service issues where ... Job Description Senior Wealth Advisor As a Senior Wealth Advisor ...part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit,… more
- Edward Jones (Berkeley, CA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...administrator to help you run your branch. World-class products, services and support. And the stability of a firm… more
- City National Bank (West Hollywood, CA)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior...tandem with an assigned SFA to provide sales and client and colleague service support coverage. The… more
- UMB Bank (Sacramento, CA)
- **Trust Advisor I** Builds long-term client relationships through quality customer service , including anticipating client needs, clear communications, ... effective client meetings, and meeting client service level standards. Provides proper fiduciary...for accounts without an assigned Portfolio Manager or Wealth Advisor , provides investment management services for clients,… more