- US Bank (Aptos, CA)
- …or equivalent work experience + Three to five years of experience in a financial sales position, preferably working with the affluent client segment + FINRA ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With… 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 ... new clients into Key by utilizing consultative and strategic sales skills. Sr. Payments Advisors also develop strategy and...turn prospects into clients. + Serve as the trusted advisor for clients with cash management needs to develop,… more
- Comerica (San Diego, CA)
- …Position Qualifications + Bachelor's degree from an accredited university + 10 years of sales experience in personal trust, investment or financial products + 5 ... Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of… more
- M&T Bank (Costa Mesa, 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 ... Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the … more
- JPMorgan Chase (Sacramento, CA)
- Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Community Home Lending Advisor in Chase Home Lending, you will join a… more
- Altium (San Diego County, CA)
- …cases. + Present Altium's value proposition to decision-makers, acting as a trusted advisor with integrity. + Collaborate with Sales , Marketing, R&D, and Support ... #1 in the EDA industry **About the Role:** **As a Strategic Business Advisor , you'll be the trusted consultant for Altium's Enterprise customers, ensuring they… more
- Citigroup (San Francisco, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth... advisory capacity + Experience in a proactive, successful sales and service role in the financial … more
- Citigroup (Downey, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth... advisory capacity . Experience in a proactive, successful sales and service role in the financial … 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
- Cardinal Health (Sacramento, CA)
- …products and services. The team collaborates cross functionally to deliver sales , profitability and inventory productivity goals by capitalizing on market trends ... Manages and optimizes supplier relationships and product portfolio to drive financial results, increase market share and exceed customer expectations. **Job… more