- Nuveen Investments (Sherman Oaks, CA)
- …established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist ... work towards well defined financial objectives. + Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship… more
- Comerica (San Francisco, CA)
- …an organization with a 172 year history of successfully providing advice based financial solutions , this would be a great fit for you!Position ... a robust platform of investments, credit, trust and planning solutions . We offer a competitive compensation and benefits package...and organizations to maintain visibility and enhance the business development function. Be viewed as an advisor … more
- Charles Schwab (San Diego, CA)
- …the status quo" and transform the finance industry together. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and ... and liquidity needs. As a Sr. Manager, Sr. Wealth Advisor , you will work with clients to build a...strong collaborative relationships with Schwab Branch business partners and financial planners as you maintain and grow an assigned… more
- City National Bank (Irvine, CA)
- …review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to...National's Private Banking group, you will help deliver tailored financial solutions to high- and ultra-high-net-worth families,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Senior Wealth Advisor at a RIA. This is a full-time permanent role based in Marin County with ... the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies. + Manage Financial Plans: Develop and… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Business Transformation & Readiness, Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In ... management plans, business readiness and/or training. As a senior advisor , your work will help power our planet, reduce...will span the next 5 years leveraging emerging digital solutions in concert with re-imagining and transforming our current… more
- Bank of America (Beverly Hills, CA)
- …of the client * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled ... Private Client Advisor II Beverly Hills, California **To proceed with...CFM or JD a significant plus **Skills:** + Business Development + Client Management + Client Solutions … more
- US Bank (San Diego County, CA)
- …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 ... States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's… more
- M&T Bank (Los Angeles, CA)
- …Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through ... of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals,...based on the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote… more
- Southern California Edison (Pomona, CA)
- …design options. Primary Duties will include: Economic Analysis and Business Case Development : + Evaluate the financial impact of new grid architecture ... + Represent Grid Architecture Innovation team and support SCE's business plan development . Grid Analysis and Alternative Solutions : + Conduct comprehensive… more