- JPMorgan Chase (San Francisco, CA)
- …reviews on a regular basis in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in accordance with ... marketing strategy and builds presentations on behalf of the Financial Advisor (s) + Ad Hoc service requests...to our global workforce are directly linked to our success . We are an equal opportunity employer and place… more
- 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...to our global workforce are directly linked to our success . We are an equal opportunity employer and place… more
- HUB International (San Rafael, CA)
- …Retirement Partners, LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under advisement, and $8.5B ... advisors in more than 120 offices throughout the United States, GRP's financial advisors provide investment services to over 9,000 retirement plans with over… more
- Wells Fargo (Beverly Hills, 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
- 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 ... ongoing account management to existing clients to ensure their financial success + Complete client fact finders...and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and… more
- IBM (San Francisco, CA)
- …able to understand client challenges, offer strategic guidance, and act as a trusted advisor . This is a Sell & Deliver role that requires expertise across Microsoft ... demand generation ~3x of signing targets. Be a trusted advisor to our clients, LAP to drive Azure or...budget and timeline with defined outcomes to drive client success . Manage contracts, pricing and resources for the cloud… more
- City National Bank (Los Angeles, 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...effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent… more
- CVS Health (Anaheim, 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...meeting the sales budget and tracking your progress to success . + Participate in sales training meetings and conference… more
- PNC (Los Angeles, CA)
- …feel respected, valued and have an opportunity to contribute to the company's success . As a Summer Intern within PNC's Asset Management Group organization, you will ... corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to… more
- Palo Alto Networks (Santa Clara, CA)
- …the unique ideas of every member of our team contributes to our collective success . Our values were crowdsourced by employees and are brought to life through each ... 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities -...will be responsible for being a strategic and technology advisor to drive adoption and sales for Palo Altos… more