- JPMorgan Chase (San Francisco, CA)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and...We offer a competitive total rewards package including base salary determined based on the role, experience, skill set… 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...offers a competitive compensation plan that includes a base salary combined with a variable compensation plan based on… 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...represents the base hourly rate or base annual full-time salary for all positions in the job grade within… more
- PNC (Los Angeles, CA)
- …corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to ... a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and… 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 ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Bank of America (Napa, CA)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- 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 ... per year Base plus Bonus (Uncapped) We Offer: Base Salary , and performance bonuses, 401(k), Health, Dental, Vision, and...and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and… more
- Applied Materials (Santa Clara, CA)
- …technology, join us to Make Possible(R) a Better Future. **What We Offer** Salary : $216,000.00 - $297,000.00 Location: Santa Clara,CA At Applied, we prioritize the ... versatile finance leader to partner with DFT executives to not only drive financial performance (profitable growth, portfolio prioritization) but also serve as an … 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
- 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