- US Bank (Pleasanton, CA)
- …or equivalent work experience - At least two years of industry related experience in a financial sales or wealth position - Will need to complete FINRA Series 7, ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …(eg, CFS, CRCM, CFMP) preferred. * Minimum 5-7 years of progressive experience in banking, financial services , or digital sales , with a proven track record ... the RA plays a pivotal role in bridging digital service and sales . This individual partners cross-functionally...mobile banking tools and enhancing member confidence in virtual financial services . * Act as a strategic… more
- Covr Financial Technologies (San Francisco, CA)
- …virtually out of their CA home office. This role is responsible for providing exceptional service to financial advisors and serves as a hybrid role between both ... This role is responsible for managing and building insurance sales within a territory of financial advisors....(PTO): 3 weeks to start increasing with years of service + Paid holiday's - 11 days! + NEW… more
- Charles Schwab (Los Angeles, CA)
- …**Required Experience:** + 10+ years of sales and leadership experience in a financial services capacity of similar scale and complexity. + Prior sales ... services to individuals and families to meet their financial needs. As a senior leader, the RME is...Supervision and Controls Team. + Ensure Branch Managers observe Financial Consultants' sales practices to support effective… more
- Bank of America (Northridge, CA)
- …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 ... based on knowledge of client needs and potential product services recommended **Required Qualifications** : + Currently holds Series...+ At least three years' experience working in the financial service industry and/or a sales… more
- Bank of America (Yuba City, CA)
- …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 ... based on knowledge of client needs and potential product services recommended Schedule: * Monday - Fridays and rotating...* At least three years' experience working in the financial service industry and/or a sales… more
- Bank of America (Modesto, CA)
- …demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were ... Advisor Development Program - Financial Solutions Advisor Trainee: Oakmore Plaza Financial Center Modesto, California **To proceed with your application, you… more
- Comerica (San Jose, CA)
- …3 years of experience managing a portfolio of clients + 3 years of financial sales experience Vice President, Relationship Manager IV, Middle Market + Bachelor's ... managing a portfolio of clients + 3 years of financial sales experience Salary Range For candidates...the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas,… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …related field preferred (or equivalent experience). * 3-5 years of experience in banking, sales , or financial services (digital or branch). * Demonstrated ... service . The DEA acts as a bridge between sales and service , partnering closely with the...loans. * Champion San Francisco Federal Credit Union's (SFFedCU) financial products and digital banking services as… more
- CDM Smith (Fresno, CA)
- …industrial profit and loss, as well as achieve monthly, quarterly, and annual financial and sales goals. This position directs the delivery and operations ... delivery organization. * Oversees groups operations including staffing, quality, profitability, sales support and client service . * Monitors business operations… more