• Finance Industry Sales - Entry Level

    Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
    …Essential Functions: + Establish and maintain current and potential client and financial advisor relationships through proactive cold calls and webinars. + ... Managers (hybrid wholesalers) and Regional Directors (external wholesalers) to learn the financial wholesaling business, pursue your FINRA SIE, Series 7 and… more
    Dunham & Associates Investment Counsel, Inc. (08/29/25)
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  • Relationship Manager - EGP

    Bank of America (Newport Beach, CA)
    …focused and effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client ... relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing… more
    Bank of America (08/21/25)
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  • Senior Registered Client Associate

    Wells Fargo (Palo Alto, CA)
    …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
    Wells Fargo (08/30/25)
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  • Sr. Relationship Manager - Global Commercial…

    Bank of America (Newport Beach, CA)
    …**Job Description:** This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. ... serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating...and Merchant Services in order to design and deliver financial solutions to clients and prospects +… more
    Bank of America (07/23/25)
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  • Principal Mid-Corp Relationship Manager - Food…

    Wells Fargo (San Francisco, CA)
    …. **In this role, you will:** + Serve as an expert advisor to lead highly complex and substantial cash flow and real estate ... loans and certain other industry specific solutions with Mid-Corporate clients having enterprise impact, high risk or significant scope, by analyzing financials,… more
    Wells Fargo (08/26/25)
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  • Wealth Relationship Manager

    Citigroup (Loma Linda, CA)
    …a client's banking, credit and investment needs and goals to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
    Citigroup (08/29/25)
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  • Wealth Relationship Manager

    Citigroup (Riverside, CA)
    …banking, credit and investment needs and goals in order to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
    Citigroup (07/09/25)
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  • Senior Compliance Analyst - Park Avenue Securities

    Guardian Life (Sacramento, CA)
    …while supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and ... while focusing on the customer. We do this through leveraging a series of core capabilities, which includes accountability, interpersonal effectiveness, ability to… more
    Guardian Life (08/29/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (La Canada Flintridge, CA)
    …representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment ... qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
    JPMorgan Chase (08/30/25)
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  • Retirement Services District Manager

    ADP (San Diego, CA)
    …points for these:** _Preferred Qualifications_ + Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 ... Services** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are...this role, you will sell ADP's Retirement Services 401(k) solutions . With a little help from our top-notch sales… more
    ADP (08/29/25)
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