- Guidehouse (Los Angeles, CA)
- …business for the firm + Proven ability to develop senior-level relationships across the Financial Services client ecosystem + A high level of intelligence, ... of Guidehouse's unique assets in Commercial Financial Services to drive unmatched value to client ...growth + Ability to oversee large, complex, multi-work stream, client service delivery teams ($5M+) and/or manage… more
- Bank of America (Monterey, CA)
- …& 65 in lieu of 66) licenses.** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...client requests and makes introductions to appropriate internal service providers based on client needs and… more
- Bank of America (Chico, CA)
- …long-term strategies for clients **Desired Qualifications:** + Experience working in the financial service industry and/or a sales environment where goals were ... achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives,...phase as an advisor + Builds relationships with internal service providers based on client needs and… more
- Bank of America (Los Angeles, CA)
- …needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client 's unique priorities * Presents potential ... up to and including termination. **Responsibilities:** * Provides specialized and personalized service offering advice and guidance to financial center clients… more
- Wells Fargo (Los Angeles, CA)
- …deposit products and services + Experience reviewing and analyzing client financial goals and presenting recommendations + Experience interpreting policies, ... products and services + Assist in providing service to Private Banking client relationships +...product lines + Develop solid product knowledge and basic client relationship management skills to meet the financial… 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 ... trust and wealth transfer, credit, deposit and other appropriate services . + Manage relationships by leading the client...+ More than 10 years of experience in the financial services industry, required. + This position… more
- Umpqua Bank (Walnut Creek, CA)
- …with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service . + Other responsibilities ... asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth… more
- TIAA (Walnut Creek, CA)
- … relationship building skill set \#LI-KD2 Related Skills Change Management, Client Financial Planning, Client Relationship Management, Communication, ... company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our… more
- TIAA (Sherman Oaks, CA)
- …CFP Certification + University Degree \#LI-KD2 Related Skills Change Management, Client Financial Planning, Client Relationship Management, Communication, ... company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our… more
- City National Bank (Irvine, CA)
- …a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly ... personnel, corporate and bank clients demonstrating commitment to quality client service . * Maximize client ...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more