- SCI Shared Resources, LLC (Encinitas, CA)
- …preferred **Experience** + Sales Management experience of 3-5 years required + Sales Counselor and sales supervisory experience preferred + Experience ... joining a Great Place to Work! Develops a well-trained sales staff that meets or exceed all sales...to customers + Prepare reports that demonstrate compliance with financial controls **Operations Support** + Maintain all marketing materials,… more
- Bank of America (San Mateo, CA)
- …long-term strategies for clients **Desired Qualifications:** + Experience working in the financial service industry and/or a sales environment where goals were ... client development + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor … more
- Bank of America (Carlsbad, CA)
- …& 65 in lieu of 66) licenses.** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... business-related field. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor … more
- Bank of America (Brea, CA)
- …investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or ... in a demanding environment. + At least three years' experience working in the financial service industry and/or a sales environment where goals were met or… more
- Bank of America (Roseville, CA)
- …investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or ... in a demanding environment. + At least three years' experience working in the financial service industry and/or a sales environment where goals were met or… more
- Bank of America (San Francisco, CA)
- …investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or ... in a demanding environment. + At least three years' experience working in the financial service industry and/or a sales environment where goals were met or… more
- Bank of America (Bakersfield, CA)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Aegon Asset Management (CA)
- Job Family Business Development / Direct Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and ... than a century ago, we were among the first financial services companies in America to serve everyday people...+ Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification… more
- Deloitte (San Diego, CA)
- …to the development of proposal pricing strategies + Identifying and developing add-on sales opportunities + Performing role of counselor and coach; actively ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Deloitte (San Jose, CA)
- …get published in industry periodicals + People Development: Perform role of counselor and coach; provide input and guidance into the staffing process; actively ... of project lead experience + 2+ full life cycle Workday Financial implementations + Workday Financials Professional certification + Hands-on Functional Experience… more
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