- Bank of America (Redwood City, CA)
- Financial Solutions Advisor - Silicon Valley Area Cupertino, California;Mountain View, California; Menlo Park, California; Cupertino, California; Palo Alto, ... Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management + Causation Analysis… more
- EPAM Systems (Los Angeles, CA)
- …trends, especially in AI, and translate them into actionable business strategies and client solutions + Act as a strategic advisor and client partner to ... You excel at building relationships with senior stakeholders, acting as a trusted advisor and client partner, and leading high-performing teams. If this sounds… more
- IBM (San Francisco, CA)
- …* Working closely with client teams to understand their needs and offer solutions and design * Build up best practices within the Oracle Cloud ERP Financials ... Director and Sales Team, design and propose realistic, implementable solutions that incorporate client requirements, software capability...practices and share with team. * Act as senior client -facing advisor on designs and best practices.… more
- Bank of America (Aliso Viejo, CA)
- Credit Solutions Advisor - Aliso Viejo Aliso Viejo, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators **Minimum Education… more
- Bank of America (Lake Elsinore, CA)
- Financial Solutions Advisor - Southern Inland Empire Hemet, California;Lake Elsinore, California; Rancho Mirage, California **To proceed with your application, ... * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to… more
- Bank of America (San Francisco, CA)
- Financial Solutions Advisor - San Francisco Area San Francisco, California;San Francisco, California; San Francisco, California; San Francisco, California; San ... Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management + Causation Analysis… more
- Bank of America (Napa, CA)
- Business Solutions Advisor - Napa Financial Center Napa, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... A working knowledge of small business products and services + Bilingual skills **Skills:** + Client Management + Client Solutions Advisory + Customer and … more
- BMO Financial Group (Walnut Creek, CA)
- …their overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the ... consolidate client assets and inrease revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved… more
- Bank of America (San Diego, CA)
- …+ Oral Communications + Relationship Building + Business Operations Management + Client Solutions Advisory + Planning + Talent Development + Written ... the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions...needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way… more
- Comerica (San Francisco, CA)
- … client needs, biases and objectives. Assess opportunities and determine alternatives and solutions to meet client needs. Obtain client commitment and ... Job Description Senior Wealth Advisor As a Senior Wealth Advisor ...by navigating internal territory concerns by finding the best solution for the client ; orchestrating the appropriate… more