- Kestra Financial (Palo Alto, CA)
- …desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and developing ... and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and...Licenses, Registration + Series 7 required. Series 65/ 66 preferred . Education / Experience + Bachelor's degree preferred… more
- City National Bank (Los Angeles, CA)
- …in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- CVS Health (Manhattan Beach, CA)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer...Spanish. + Must be at least 18 years old ** Preferred Qualifications** + Prior Beauty Sales Experience + Current… more
- Battelle Memorial Institute (Oceanside, CA)
- …the Human Performance (HP) and POTFF teams, and serves as an advisor on injury prevention, rehabilitation, and program administration, including equipment reviews, ... provided to patients and identifying opportunities for improvement + Serve as an advisor to the HP program Manager and/or Coordinator in matters related to injury… more
- Deloitte (San Jose, CA)
- …You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. Recruiting ... of a team that assists clients in preparing the financial and reporting aspects of an IPO/ SPAC, such...workplace culture and code of conduct. + Be an advisor to newly public and private clients to assist… more
- BlackRock (San Francisco, CA)
- …Skill, & Qualities** + Proven sales background - track record of building strong financial advisor relationships and being viewed as a "trusted advisor ". ... with generalist relationship managers to deliver Alternatives education to financial advisors and introducing our Alternatives platform and investment solutions.… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …as tools to help members reach life goals. * Act as a trusted advisor by conducting holistic financial consultations with members. * Deliver a high-touch, ... (DEA) serve as a trusted virtual banker and relationship advisor , engaging members through digital and remote channels to...and remote channels to help them achieve their overall financial goals. This role is designed for a hunter-minded,… more
- Oracle (Sacramento, CA)
- …plus. + Experience + Big 4 or large regional CPA firm experience, strongly preferred . + 8+ years of financial analysis, accounting, or controllership experience. ... for Oracle's Lines of Business, acting as a trusted advisor to the LOB senior management team **What's needed...Big 4 or large regional CPA firm experience, strongly preferred . + 8+ years of financial analysis,… more
- California Dental Association (Sacramento, CA)
- Job Title: Account Manager Advisor Pay Information: Non-Exempt - $55,000 - $65,000 per year Location: Remote first work environment with occasional travel and in ... office meetings. Oregon and Washington candidates preferred . Start Date: Preferred start date is...carriers on their behalf and support their plans for financial , personal and business well-being. TDIC Insurance Solutions was… more
- Anywhere Real Estate (San Francisco, CA)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales...**Qualifications:** What you must have + **Education:** Bachelor's degree preferred + **Experience:** 1 - 3 years of sales… more