- Kohl's (Sacramento, CA)
- About the Role As Beauty Lead Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... visual standards according to Sephora at Kohl's standards and ensure an excellent overall client experience. What You'll Do + Build strong client loyalty and… more
- US Bank (Watsonville, CA)
- …what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products ... in tailored investment management and insurance services based upon a client 's unique situation. Basic Qualifications - Bachelor's degree, or equivalent work… more
- S&P Global (CA)
- …the Role:** **Grade Level (for internal use):** 10 **Market Analytics Product Advisor ** **About The Role:** This newly created role will provide day-to-day dedicated ... to help drive improved sales performance and custom projects to support client business needs. **Responsibilities and Impact:** + Conduct training sessions to help… more
- Oracle (Sacramento, CA)
- …Responsibilities: . Customer Advocacy & Executive Engagement o Serve as a trusted advisor to CISOs and other security executives in all industry sectors across ... strategic leadership with technical depth Disclaimer: **Certain US customer or client -facing roles may be required to comply with applicable requirements, such… more
- JPMorgan Chase (Irvine, CA)
- …in building that experience, this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will ... appointments via video or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are designed and managed by… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …portfolio management. The firm's philosophy is rooted in providing objective, client -first advice designed to help clients accumulate, protect, and transfer wealth. ... to join a high-integrity, growth-focused advisory team where you'll step into an established client base and have the freedom to build your practice with full firm… more
- BMO Financial Group (Culver City, CA)
- …a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and ... funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly… more
- H&R Block (San Mateo, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- H&R Block (San Jose, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll… more
- H&R Block (Palo Alto, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It would be even… more