- JPMorgan Chase (Saratoga, CA)
- …deliver personalized investment solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent focus on ... relationship management, not portfolio management + Demonstrate a deep...offered through JP Morgan Securities LLC (JPMS), a registered broker- dealer and investment advisor, member of FINRA and SIPC.… more
- CARMAX (Irvine, CA)
- …processed and resolved per CarMax Guidelines. ♦ Ensure the loaner log and dealer tags are always in compliance with audit requirements. **Job Specifications:** ♦ ... option of the associate or CarMax. This at-will employment relationship will remain in effect throughout an associate's employment...officer of CarMax and the associate. This at-will employment relationship may not be modified by any oral or… more
- Umpqua Bank (Walnut Creek, CA)
- …we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting ... best practices in segmentation, client engagement processes, team dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor… more
- Lincoln Financial (Los Angeles, CA)
- …wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of Los Angeles. ... **What you'll be doing** + Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable… more
- JPMorgan Chase (Los Angeles, CA)
- …educate the integrated team about the value Wealth Planning can bring to a relationship and work with them to develop business opportunities with new and existing ... + Educate the integrated team about the value Wealth Planning can bring to a relationship ; PWP will act as the linchpin to allow JP Morgan to provide clients with… more
- JPMorgan Chase (San Diego, CA)
- …referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; ... and services are offered through JP Morgan Securities LLC (JPMS), a registered broker- dealer and investment advisor, member of FINRA and SIPC. Annuities are made… more
- Lincoln Financial (Sacramento, CA)
- …work with others in a collaborative team environment * Demonstrated solid relationship management skills with internal clients (eg management, peers and colleagues). ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …room to grow, hands-on mentorship, and visibility into all aspects of the client relationship lifecycle. What You'll Do + Serve as the first line of communication ... client service or operations role within a financial services firm (RIA, broker- dealer , custodian, or bank) + Strong communication and follow-through with a… more
- Lincoln Financial (Sacramento, CA)
- …lead the team to push the solution and progress . Strong relationship management skills Nice-to-haves: * Working knowledge of Workplace Solutions products, ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Lincoln Financial (Sacramento, CA)
- …ability to identify and recommend processes improvements. + Demonstrated strong relationship management skills with internal clients (eg senior management, peers and ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more