- Bank of America (Monterey, CA)
- …Banking, as well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...66) licenses.** + Two years' experience working in the financial service industry and/or a sales environment… more
- Bank of America (Sacramento, CA)
- …such as core Banking, and Investment and Life Priority (TM) solutions + Shadows Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...for clients **Desired Qualifications:** + Experience working in the financial service industry and/or a sales environment… more
- CIBC (Newport Beach, CA)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new ... at the time of your interview._** **How you'll succeed** The Private Banking Advisor 's specific focus is growth through new relationships and opportunities as well… more
- M&T Bank (Los Angeles, CA)
- …None. **Education and Experience Required:** Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a ... **Overview:** Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an… more
- KeyBank (CA)
- …and Key's product set. Sr. Payments Advisors serve as the client's trusted advisor for cash management solutions to develop, manage and retain profitable client ... independently, bringing new clients into Key by utilizing consultative and strategic sales skills. Sr. Payments Advisors also develop strategy and contribute to the… more
- City National Bank (Irvine, CA)
- …new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to...National's Private Banking group, you will help deliver tailored financial solutions to high- and ultra-high-net-worth families, select professional… more
- Citigroup (San Francisco, CA)
- The Lending Advisor is a key member of the Citi... structuring and execution skills + Strong marketing and sales skills + Good knowledge of financial ... to fully develop the lending opportunities with their clients. + The internal sales leader for Structured Lending and Margin credit offerings, liaising with the CPB… more
- Anywhere Real Estate (San Diego, CA)
- …Actively participate in role acceleration training and ongoing development opportunities. + ** Sales Advisor :** Effective and regular use of CRM to update ... services, sales enablement and growth teams to achieve and improve effectiveness. + ** Sales Advisor :** Guide prospects through all phases of the sales … more
- Fiserv (Sacramento, CA)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... scale, come make a difference at Fiserv. **Job Title** Sales Executive, Cards **What does a successful Sales...building strategic relationships with senior leaders, leading to the acquisition of new clients within the larger FI marketplace… more
- Comerica (Costa Mesa, CA)
- Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and client ... and executing strategies, diversifying the sources of new client acquisition as a risk mitigant and for executing the...the client base and deepen relationships. Develop strategy for sales professionals to sell trust products through advisor… more