- Columbia Bank (Los Angeles, CA)
- …a turn-key approach to LTC and Insurance solutions . **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within ... Senior Wealth Advisor Wealth Management Irvine,...a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our… more
- Comerica (San Francisco, CA)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related...biases and objectives. Assess opportunities and determine alternatives and solutions to meet client needs. Obtain … more
- City National Bank (West Hollywood, CA)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... * Client Portfolio Review and Management * For Managed Solutions , structure client asset allocation appropriate with client 's investment objectives and… more
- Oracle (Sacramento, CA)
- …within a given industry or an IC3 that has developed equivalent expertise. A CS Senior Advisor leverages their experience to support the most complex deals with ... and assisting them in the sales cycle. A CS Senior Advisor is expected to participate and/or...skills. + Ability to proactively identify challenges and drive solutions . + Demonstrated ability to mentor and coach peers.… more
- M&T Bank (Los Angeles, CA)
- …Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.Work closely ... sales cycle to meet sales goal.Implement and deliver specific solutions . + Leads client relationship review discussion...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- Bank of America (San Marcos, CA)
- …Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions ... Credit Solutions Advisor - San Marcos -...Credit Solutions Advisor - San Marcos - Spanish Language Preferred...applications and previous experience utilizing laptop technology. **Skills:** + Client Management + Client Solutions … more
- SAP (San Francisco, CA)
- …Within this role you will further act as trusted value and transformation advisor during the whole customer value journey for assigned customers giving them guidance ... Business Process Management (BPM) and/or Process Mining. + Experience in Client Relationship, Stakeholder and Change Management + Project Management Experience,… more
- Bank of America (Riverside, CA)
- Market Leader - Advisor Development Program Los Angeles, California;Seal Beach, California; Ontario, California; El Segundo, California; Riverside, California **To ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Market-Leader Advisor -Development-Program\_25045951-2) **Job Description:** Merrill Wealth Management is a leading… more
- Public Consulting Group (Sacramento, CA)
- …team with experience in grant and/or proposal writing in terms of visioning solutions and responding to client requests, either through requirements gathering ... Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human… more
- Oracle (Sacramento, CA)
- …at prioritization, project planning, and follow-through. 4. Leadership & Soft Skills Trusted advisor to senior tech leaders. Able to mentor engineers and drive ... as C or C+Bonus: Experience in a Chief Architect or Technical Advisor role in a fast-paced, matrixed organizations **Responsibilities** 1. Technical Expertise… more