- Columbia Bank (San Diego, CA)
- …required. + 5+ yearsof relevant wealth planning experience. Some experience as a Financial Advisor is required. + Series 7, 65 or 66, required and Insurance license ... and the competitive landscape. + Proven track record of success and skills in developing new clients and business,...with individuals and groups across the company to manage customer relationships. + Proficient with wealth planning tools (eMoney… more
- Robert Half Office Team (San Diego, CA)
- …to support the CEO. This individual will act as a trusted advisor and strategic partner, driving organizational priorities, optimizing executive operations, and ... executives, ideally within a manufacturing or corporate environment. + Demonstrated success in managing executive operations and strategic initiatives at a high… more
- EPAM Systems (San Francisco, CA)
- …delivery excellence, client satisfaction, and multi-year growth + Act as a trusted advisor at the intersection of business, customer , and technology, bringing ... employer. We recognize the value of diversity and inclusion in creating success for our customers, business partners, shareholders, employees and communities. We are… more
- Bank of America (Cupertino, CA)
- …fulfilling financial goals **Skills:** + Business Development + Client Management + Customer and Client Focus + Prospecting + Risk Management + Account Management ... source clients independently and not rely on enterprise referrals with demonstrated success in generating business from external Centers of Influence real estate… more
- UCLA Health (Los Angeles, CA)
- …and other initiative, establish metrics and benchmark to measure progress and success + Build relationships with cost centers and become their trusted financial ... advisor Salary Range: $92,600 - $202,200/annually. Please note that...with business plans + Ability to continuously elevate quality, customer service, and productivity + Exceptional communication, interpersonal, management,… more
- Lowe's (Perris, CA)
- …future of retail as we continue to innovate and excel in the market. **Deliver Success in Perris** This position is based at our facility in Perris, California. Our ... lifecycle of a project. + Acts as mentor and advisor to other engineers and provides training and development...FORTUNE(R) 100 home improvement company serving approximately 16 million customer transactions a week in the United States. With… more
- Robert Half Finance & Accounting (Bakersfield, CA)
- …excellent interpersonal skills, and a proven ability to drive organizational success . Responsibilities: * Develop and implement comprehensive HR policies and ... to promote staff growth and engagement. * Serve as a strategic advisor to leadership on workforce planning and organizational development. * Maintain accurate… more
- Palo Alto Networks (Santa Clara, CA)
- …the unique ideas of every member of our team contributes to our collective success . Our values were crowdsourced by employees and are brought to life through each ... on behalf of sales. Personally services as a trusted advisor to field sales on deals + Work with...internal revenue recognition policies and operational guidelines + Excellent customer service, taking charge to meet deadlines by communicating… more
- CBRE (San Diego, CA)
- …+ Develop a comprehensive understanding of the business and act as a trusted advisor to the business leaders. Review the portfolio's financial life to help clients ... and convince others to reach an agreement. + Impact a range of customer , operational, project, or service activities within own team and other related teams.… more
- Deloitte (Los Angeles, CA)
- …new versions and tools, keeping your knowledge sharp. Manager: Gain trusted advisor status with customers and prospects by understanding their business and ... Test, Deploy and Support will be essential to your success . + Lead a team of Deloitte professionals to...manufacturing and all through connecting the supply to the customer . In today's world we can't do that without… more
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