- Bank of America (Walnut Creek, CA)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Bank of America (Pasadena, CA)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Wells Fargo (Walnut Creek, CA)
- …direct interaction and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management to...this role you will:** + Assist Profit Formula Financial Advisor (s) colleagues with service and operational related activities such… more
- Wells Fargo (Los Angeles, CA)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part.... **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such… more
- Wells Fargo (Los Angeles, CA)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part.... **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Wealth Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client -focused professionals to join its ... Client Relationship Management + Serve as a trusted advisor to high-net-worth clients, delivering personalized financial planning and investment advice.… more
- APTIM (San Diego, CA)
- … client projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ... EHS platforms (eg, Cority, Enablon, Intelex, Sphera, Velocity) + Collaborate on solution design by analyzing client business needs, evaluating competing… more
- SAP (San Francisco, CA)
- …designed for talent who are early in their career.** **Who You'll become** A Solution Advisor works closely with our customers and prospects to identify and ... be required to work 3 days a week in office/ client site as per our Pledge to Flex return.... As a part of the sales team, a Solution Advisor is the "subject matter expert"… more
- SAP (Palo Alto, CA)
- …growth, great benefits, and a team that wants you to grow and succeed. Strategic Solution Advisor - Finance & Spend Location: USA West Region (Proximity to an ... improve people's lives. **What you'll do:** As a Strategic Solution Advisor specializing in Finance & Spend,...positioning, and overcoming objections. + Demonstrated ability to assess client needs and recommend tailored solutions . +… more
- VaynerMedia (Los Angeles, CA)
- …and grow senior-level client relationships; serving as an executive sponsor and client advisor for multiple clients within the agency portfolio What You've ... act as a strategic partner to our clients providing assessment of the client 's current social and digital proficiencies and areas for improvement. Our VP's are… more