- Travelers Insurance Company (Sacramento, CA)
- …As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor , helping customers across the country select their ideal insurance ... degree from an accredited four-year college or university. + Prior call center and sales experience. + Personal Insurance product knowledge + Strong verbal and… more
- Comerica (San Francisco, CA)
- …degree from an accredited university + 10 years of sales experience in personal trust, investment or financial products + 5 years of experience developing ... Job Description Senior Wealth Advisor As a Senior Wealth Advisor ...review needs and obtain background data on corporate or personal finances, family relationships, investment objectives and financial… more
- CIBC (Newport Beach, CA)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new ... at the time of your interview._** **How you'll succeed** The Private Banking Advisor 's specific focus is growth through new relationships and opportunities as well… more
- TIAA (Sherman Oaks, CA)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ 4+ years of experience for Advisor role; 6+ years for Lead Advisor role, preferably in financial or estate planning. Skills & Attributes + Expertise ... Description Wealth Advisor / Lead Wealth Advisor A...Key Responsibilities Client Relationship Management + Act as a Personal CFO, leading client relationships and delivering tailored wealth… more
- Comerica (San Diego, CA)
- …degree from an accredited university + 10 years of sales experience in personal trust, investment or financial products + 5 years of experience developing ... them to review needs and obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen,… more
- 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
- 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
- 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