- Bank of America (Walnut Creek, 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
- Bank of America (San Francisco, 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 (Milpitas, CA)
- …**Desired Qualifications:** + 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 (San Francisco, CA)
- …**Desired Qualifications:** + 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 (Yuba City, 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 ... and managing client relationships to considering a client 's complex financial picture and guiding them...* Managing a portfolio of clients by providing exceptional client care with industry leading products, services ,… more
- Bank of America (Los Angeles, 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
- Deloitte (Los Angeles, CA)
- …these pursuits with Deloitte cross-disciplinary teams. + Work closely with Deloitte's Lead Client Service Partner (LCSP) / Client Business Unit Leader(s) ... selling professional services to Government & Public Services (GPS) clients. As the California Client ...an account team framework (ie, working effectively with Lead Client Service Partners, Service Line/Industry… more
- Edward Jones (Ontario, 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, ... client onboarding, and financial administration for a...remote or hybrid from our San Francisco office. Senior Client Service Associate $90,000-$110,000 base + 15-30%… more
- Edward Jones (Fairfield, 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