- Bank of America (San Diego, CA)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Wells Fargo (Palo Alto, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- CVS Health (Carson, 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...exceptional customer care. + Compete with yourself to beat prior sales goals and max out sales budget. +… more
- City National Bank (San Francisco, CA)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market *… more
- Atria Wealth Solutions (Dublin, CA)
- …24 or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations preferred ... Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union...investment industry experience and/or training. + 3+ years of prior management experience, including sales coaching experience. + Series… more
- SolomonEdwards (Sacramento, CA)
- …LLC ("SolomonEdwards") is a full-service professional services firm offering financial , operational, and technology consulting and operations support. We work ... Lead Credit Risk and Model Risk Consultant to join a major North American financial institution with a broad global footprint. This role will focus on supporting… more
- Bank of America (Los Angeles, CA)
- …Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel + ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Citizenship and Immigration Services (Aliso Viejo, CA)
- …involving national security and egregious public safety concerns. Serves as an advisor to the Regional Management staff by independently conducting legal research ... for this position Successfully pass a Background Investigation including financial disclosure You must pass a drug screening You...have, for three of the last five years immediately prior to applying for this position; (1) resided in… more
- Guardian Life (Sacramento, CA)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... other department projects and initiatives. **You have** + Broad knowledge of the financial services industry and FINRA, SEC and State rules and regulations along… more
- The Cigna Group (Walnut Creek, CA)
- …products and services to expand the relationship. You will be the trusted advisor and go-to partner for your clients, helping them navigate their business challenges ... + Client Partnership: Act as a key influencer and trusted advisor , cultivating strong, personal relationships with decision-makers and other key stakeholders.… more