- City National Bank (Los Angeles, CA)
- …Financial Advisors (FA) will work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall ... *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior...team's "book of business", with the FA focused on sales , client service responsibilities, and teaming with CNB colleagues… more
- Comerica (San Diego, CA)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of ... innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating… more
- Norstella (Sacramento, CA)
- …pertinent policy information in various strategic business initiatives as appropriate to support client solutions + Supports sales and revenue growth by ... Clinical Advisor Company: MMIT Location: Remote, United States Date...increased client retention. He/She will be responsible for consultative support , focusing on designated projects depending on specific client… more
- US Bank (San Diego County, CA)
- …leads and qualified referrals from across the organization + Centralized marketing support , local marketing, and sales enablement tools including thought ... and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes...growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With… more
- Elevance Health (Rancho Cordova, CA)
- …with upsells. + Responds to request for proposal ("RFP") in coordination with sales support . Collaborates with internal stakeholders to meet and exceed client ... for employment, unless an accommodation is granted as required by law. The **Account Advisor ** is responsible for partnering with sales and account associates in… more
- Rocket Software (Sacramento, CA)
- …truly BELIEVE in what they're doing!** **Job Description Summary:** The Senior Solutions Advisor will provide advanced technical support in the field for IMS ... Tools for z/OS. The Advisor will represent the customers' needs to the development...needs to the development team to ensure development roadmaps support clients' needs. Serves as the lab advocate to… more
- US Bank (Rancho Palos Verdes, CA)
- …we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our ... This position is designed to be a developmental Financial Advisor at the Associate level. Under the guidance and...two years of industry related experience in a financial sales or wealth position - Will need FINRA Series… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …Title) for our (Location) Branch in San Francisco. The Position A Financial Advisor acts as a dedicated representative assigned to a specific branch (or multiple ... and services to the branch members and prospective member base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book… more
- BMO Financial Group (Los Angeles, CA)
- …interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap ... + Oversees the implementation and delivery of business development strategies and sales initiatives. + Enhances presence in the marketplace by collaborating with… more
- James Perse Los Angeles (Malibu, CA)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME CLIENT ADVISOR FOR OUR MALIBU LOCATION OBJECTIVE OF THE POSITION The Client Advisor is responsible for achieving all ... DUTIES AND JOB RESPONSIBILITIES + Achieve daily, monthly, and annual sales targets. + Establish relationships with clients and manage communication consistent… more