- JPMorgan Chase (Palo Alto, CA)
- …a consistent and client -centric manner. You will act as a trusted advisor to both internal teams and clients, leveraging deep industry knowledge to inform ... Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges. Collaborate closely with diverse… more
- Oracle (Sacramento, CA)
- …various Banking LOB business models and markets (eg, banking, insurance, capital markets, private equity). + A deep understanding of financial regulations and ... GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support...both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and… more
- Citigroup (Los Angeles, CA)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...seek strategic advice regarding financial matters. + Build relationships with client … more
- Citigroup (Palo Alto, CA)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...seek strategic advice regarding financial matters. + Maintain full understanding of … more
- Bank of America (Los Angeles, CA)
- …Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager… more
- T. Rowe Price (San Francisco, CA)
- …the advisor sold market by expanding our relationship with financial advisors across segments into the alternative investment space. Combining entrepreneurial ... understanding of the Alternatives landscape, including: competitor updates, product trends, advisor preferences for both private and registered investment… more
- Wells Fargo (Woodland Hills, CA)
- …will work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform sales. ... be a dynamic leader with strong coaching skills, deep financial product knowledge, and a proven ability to influence...and investment sales environments, with a deep understanding of advisor business models, client needs, and full… more
- BMO Financial Group (Los Angeles, CA)
- …a relationship development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value. + Acts ... Provides support and product expertise for the financial planning business development, sales and service delivered...with external advisors of clients on behalf of the private wealth advisor / relationship manager. +… more
- KeyBank (CA)
- …deepening existing client relationships. Essential Job Functions Serves as Trusted Advisor to clients by developing a clear and holistic understanding of the ... Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active...crafting value-added solutions, ideas and advice. Viewed by the client as a valued business partner ( financial … more
- World Insurance Associates, LLC. (Fresno, CA)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more