- Palo Alto Networks (Santa Clara, CA)
- …offerings. The healthcare architect will be responsible for being a strategic and technology advisor to drive adoption and sales for Palo Altos most strategic ... as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are… more
- ADP (Culver City, CA)
- ADP is hiring a ** Sales Representative, Major Accounts.** + _Are you ready to control your financial future with unlimited upside earnings potential?_ + _Do you ... with 50 -- 999 employees. You will manage complete sales cycles, sell ADP's suite of solutions (40+ products...here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- ADP (Irvine, CA)
- …**.** You can work independently, as well as collaborate with other ADP Sales Associates. + **Trusted Advisor ** **.** You build relationships, live integrity, ... ADP is hiring a ** Sales Representative for Retirement Services** . + **_Are...Services** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are… more
- City National Bank (Newport Beach, CA)
- …providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on managing ... * obligations across product offerings; strong understanding of servicing processes * Personal & Small Business Financials - reviewing financial statements /… more
- City National Bank (Irvine, CA)
- …business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition...the economic environment and its impact on clients. * Personal & Business Financials - review financial … more
- Bank of America (San Mateo, CA)
- …process, including client onboarding and resolving escalations + Partners with the Financial Advisor (FA) team and/or Senior Business Managers in developing ... help clients pursue the life they envision through a personal relationship with their advisory team committed to their...equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
- City National Bank (Woodland Hills, CA)
- …business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition...the economic environment and its impact on clients. * Personal & Business Financials - review financial … more
- Wells Fargo (Sacramento, CA)
- …. **In this role, you will:** + Serve as an expert advisor to lead highly complex and substantial cash flow and real estate ... understanding of clients' businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions.… more
- Palo Alto Networks (Santa Clara, CA)
- …involved in the agreement process (finance, legal, order management, etc.) on behalf of sales . Personally services as a trusted advisor to field sales ... as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are… more
- JPMorgan Chase (San Jose, CA)
- …and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice ... expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk… more