- Comerica (San Diego, CA)
- …Position Qualifications + Bachelor's degree from an accredited university + 10 years of sales experience in personal trust, investment or financial products + 5 ... Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of… more
- Citigroup (San Francisco, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and... advisory capacity + Experience in a proactive, successful sales and service role in the financial … more
- Citigroup (Downey, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and... advisory capacity . Experience in a proactive, successful sales and service role in the financial … more
- JPMorgan Chase (Long Beach, CA)
- Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Community Home Lending Advisor in Chase Home Lending, you will join a… more
- Altium (San Diego County, CA)
- …cases. + Present Altium's value proposition to decision-makers, acting as a trusted advisor with integrity. + Collaborate with Sales , Marketing, R&D, and Support ... #1 in the EDA industry **About the Role:** **As a Strategic Business Advisor , you'll be the trusted consultant for Altium's Enterprise customers, ensuring they… more
- City National Bank (Irvine, CA)
- …new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to...(testamentary and intervolves trusts), Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and… more
- Navy Federal Credit Union (San Diego, CA)
- …mixture(s) of insurance /investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal ... Overview To provide financial consulting services to assist members and non-members...expertise to client investment consultations and servicing of life insurance and full suite of investment products. + Administer… more
- PNC (CA)
- …and have an opportunity to contribute to the company's success. As a Product Advisor II within PNC's Small Business Banking organization, you will be based in ... **Job Description** + Represents one or multiple products as part of the sales process with the objective of closing new business opportunities. Defines solution… more
- US Bank (Sacramento, CA)
- …or equivalent work experience - Three to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA ... state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning, including but not limited to goals based planning, asset… more
- Tiffany & Co. (Glendale, CA)
- …design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the Tiffany brand ... of building your own business by developing client relationships and exceeding sales plan + Foster a clienteling culture, encourage an entrepreneurial spirit,… more