- 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
- 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
- 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
- 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) ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... 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) ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... 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 ... 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
- Simplot (Colusa, CA)
- …and consultative services. The role is led under the general direction of the Area Sales Manager , who provides support and leadership to all Crop Advisors within ... Sales Area. + Regularly interface with the Region Manager and Market Manager to execute market... financial records and collaborate with the Area Financial Services Manager in the establishment of… more
- Bank of America (Beverly Hills, CA)
- …client * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled negotiator ... Private Client Advisor II Beverly Hills, California **To proceed with...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Bank of America (Los Angeles, CA)
- Credit Solutions Advisor - Pico-LA Cienaga Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Credit-Solutions- Advisor Pico-LA-Cienaga\_25020715) **Job Description:** At Bank of America, we… more
- US Bank (Sacramento, 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...at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment… more