- CBRE (Irvine, CA)
- …intelligence and deliver actionable and valuable insights to local business leadership, sales professionals and clients. We are looking for an outgoing, articulate ... partner in improving the platform, interacting with clients, and helping local sales professionals win business and drive revenue growth. What You'll Do:… more
- Citigroup (Los Angeles, CA)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- Bank of America (Pasadena, CA)
- …and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *...least one year experience in the investments industry, including investment training and in-depth knowledge of investment … more
- Bank of America (San Jose, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Marriott (Truckee, CA)
- …condominium facilities, including physical plant with attention to protection of the investment and plans to increase its value through superior care. Areas of ... brand's target customer and employees and provides a return on investment . Implements training programs related to property management reinforcing constant quality… more
- Bank of America (Paso Robles, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Palo Alto Networks (Los Angeles, CA)
- …**Your Career** The Solutions Consultant is the evolution of the traditional Sales Engineering role, aligning how we best serve our customers in understanding ... their environment, providing solution guidance and ensuring value realization in their investment with Palo Alto Networks. As a Solutions Consultant you provide… more
- The ODP Corporation (Signal Hill, CA)
- …The Director, Key Retention creates and executes strategies that will grow sales and drive the direction of retention teams while developing and sustaining ... exemplary sales competency for existing customers. The incumbent will provide...or exceeds our commitments to our stakeholders and the investment community at large. This position will also serve… more
- BMO Financial Group (Sacramento, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap… more
- Citigroup (Downey, CA)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...financial advisory capacity . Experience in a proactive, successful sales and service role in the financial services industry… more