- JPMorgan Chase (La Canada Flintridge, CA)
- …referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through Chase… more
- Intuit (Mountain View, CA)
- …appropriate for executive-level audiences visuallycommunicating goals of program, relationship to business goals, and other relevantsuccess criteria. Extensive ... strategiccapability domains, while partnering with the core leadership as a trusted advisor andenabler.* Build trust and drive change on the most critical and… more
- JPMorgan Chase (Los Angeles, CA)
- …excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, ... skills and intellectual curiosity in the subject matter + Strong relationship building skills applicable to existing clients, prospective clients and internal… more
- Bank of America (San Francisco, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the… more
- Amazon (San Francisco, CA)
- …and global stakeholders (Service Teams, Finance, Legal, etc.) * Act as a trusted advisor in the development of the commercial strategy of deals with AWS Field Sales ... and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include… more
- Stryker (Ventura, CA)
- …people, and committed to building strong relationships as a trusted advisor to our clients. **Required Skills** + **Integrity:** Reliable, dependable, trustworthy, ... satisfaction and fidelity to Stryker's products and services. + ** Relationship management:** Build lasting and meaningful trust-based relationships with customers… more
- Anywhere Real Estate (Los Angeles, CA)
- …productivity, engagement, and retention. This role blends live instruction, coaching, and relationship management to help new agents succeed faster and stay longer. ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with minimal turnover and a clear career path to becoming a Lead Advisor . Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities: + Partner ... CFP program if currently not a CFP + Must have strong communication and relationship building skills Reach out to Michelle Espejo via LinkedIn or email for immediate… more
- Amazon (San Francisco, CA)
- …Accounting to influence and facilitate alignment and approvals . Be a trusted advisor to internal stakeholders on Amazon Approval policies . Evaluate process to ... and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include… more
- Amazon (San Francisco, CA)
- …with these companies, their founders, and establish yourself as a trusted advisor . As well as spending time working directly with customers, you'll also ... and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include… more