- Bank of America (Newport Beach, CA)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration; ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- BMO Financial Group (Cupertino, CA)
- …pricing, and services; links customer to business partner experts based on key financial decisions. + Achieves results and meets sales targets by acquiring ... Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes...with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact… more
- Umpqua Bank (Redding, CA)
- …loans, deposits and core fee income, to support the bank in achieving its overall financial targets. + Serves as a trusted advisor to clients, functions as the ... independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way forward is… more
- SMBC (Los Angeles, CA)
- …can provide the sophistication and expertise of a larger institution with the personal 'high touch' services of a smaller bank. Specialties: Commercial Loans and ... with internal partners to enhance client relationships. Acting as a "trusted advisor ," the Relationship Manager engages in executive-level client contacts to assess… more
- Northrop Grumman (San Diego, CA)
- …technical leader for the program engineering team, and also serves as technical advisor and delegate to the program manager. The chief engineer ensures that all ... kick-off meetings + Support ITAR/Export compliance and classification guidance as Technical Advisor (TA) (ITC role) for the product line + Oversee team execution… more
- WTW (San Diego, CA)
- …consulting and technology sales outcomes for NA Commercial Specialty + Deliver personal sales targets aligned to the objectives of the strategic growth plan ... Pricing, Product Development, Portfolio Management, Carrier Operations and Distribution and Sales capabilities, and to further WTW's Radar technology as a key… more
- The Cigna Group (Walnut Creek, CA)
- …Responsibilities:** + Client Partnership: Act as a key influencer and trusted advisor , cultivating strong, personal relationships with decision-makers and other ... to expand the relationship. You will be the trusted advisor and go-to partner for your clients, helping them...sales , marketing, underwriting, or operations is preferred. + Financial acumen with the ability to identify and drive… more
- ADP (Rancho Cucamonga, CA)
- ADP is hiring a ** Sales Representative, Human Resources Outsourcing (HRO).** + **_Are you ready for your next best job where you can elevate your financial ... decide for yourself. In this role, you will close sales and win new business within a defined territory....**Collaborate Daily** . You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- ADP (Folsom, CA)
- ADP is hiring a ** Sales Representative, Human Resources Outsourcing (HRO).** + **_Are you ready for your next best job where you can elevate your financial ... decide for yourself. In this role, you will close sales and win new business within a defined territory....+ **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- ADP (CA)
- …this posting will be accepted until 5/31/25 ADP is hiring a Managed Services District Sales Channel Manager + **_Are you ready to control your financial future ... -- count on our Human Capital Management solutions. As a Managed Services District Sales Channel Manager, you will grow new market share within a defined territory.… more