- City National Bank (San Francisco, CA)
- …WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate ... interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the… more
- TIAA (Sherman Oaks, CA)
- …base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. ... The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations… more
- JPMorgan Chase (Long Beach, CA)
- …qualifications, capabilities, and skills** + 1+ year of experience in Retail banking sales , Financial services sales , Consultative relationship sales ... acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their … more
- JPMorgan Chase (Los Angeles, CA)
- …**Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net worth ... Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible...to generate banking and investment leads + Develop strong internal partnerships across all lines of business in order… more
- Cengage Group (Los Angeles, CA)
- …Individual base pay will vary based on work schedule, qualifications, experience, internal equity, and geographic location. Sales roles often incorporate a ... every day. To learn more, please see https://www.cengagegroup.com/about/inclusion-and-belonging/ . The ** Financial Planning & Analysis Manager** will play a key role… more
- Marriott (Los Angeles, CA)
- …Type** Management **JOB SUMMARY** Functions as the property's strategic financial business leader. The position champions, develops and implements property-wide ... the brand's target customer and property employees. The position provides the financial expertise to enable the successful implementation of the brand service… more
- Fiserv (Sacramento, CA)
- …+ 8+ years of experience in client relationship management, service delivery, and/or sales to C-Level executives within the financial services industry. + 8+ ... in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another...high levels of performance in the following areas: + Sales of add-on products and services + Consult with… more
- Marriott (Marina Del Rey, CA)
- …Type** Management **JOB SUMMARY** Functions as the property's strategic financial business leader. The position champions, develops and implements property-wide ... the brand's target customer and property employees. The position provides the financial expertise to enable the successful implementation of the brand service… more
- Palo Alto Networks (Santa Clara, CA)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... this role, you will work with our cloud service provider partners and internal marketing teams to develop and execute strategic marketing programs. The Sr. Alliance… more
- Zurich NA (Los Angeles, CA)
- …- LA Office 123787 Zurich is seeking a **Finance & Insurance Executive** to support sales efforts in our West Division for our Los Angeles territory. As part of our ... F&I sales team, this role offers an opportunity to leverage...to take us to the next level of achieving financial targets. You will be responsible for driving growth… more