- Atria Wealth Solutions (Dublin, CA)
- …advocate. As one team, we are all committed to delivering service, empowering financial literacy , creating products, and providing new technology for our ... implement and evaluate short and long-term business plans of the Financial Advisors and Sales Assistants. + Develop training content for branch teams and vet… more
- MSC Industrial Supply Co. (Garden Grove, CA)
- …ID :-** 19419 **Employment Type :--** Full Time **Job Category :--** Sales **Work Location :-** Supporting Pacific region which includes-following states:- Alaska, ... growth and profitability of Public Sector (Federal, State, Indirect, etc ) sales within their geographic territory. Manages and maintains corporate relationships and… more
- Sage Hospitality Group (San Diego County, CA)
- …with the hotel's problems and opportunities in order to best serve the financial interests of the property. **Operating Budget** + Development of annual operating ... cost expenditures. + Business planning in line with forecasted sales and costs including guidance to department heads. **P...**P & L Statement Critique** + Monthly review of financial statement in order to correct problems, assure spending… more
- US Bank (Los Angeles, CA)
- …programs, products, services and technology platforms. Teaches digital fluency and financial literacy to team members and customers. Embraces opportunities ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...Five or more years of experience working in a sales , retail management, or banking environment **Preferred Skills/Experience** -… more
- Banc of California (Pasadena, CA)
- …is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, ... experience including at least 5 years of business to business consultative sales experience (in financial services preferred), or equivalent combination of… more
- ServiceNow, Inc. (San Diego, CA)
- …data management tools + Build quick-reference guides and deliver workshops to raise data literacy and tool adoption. + Ensure finance teams know where to go for ... + Experience in a finance data environment (FP&A, Accounting, Treasury, or Financial Systems). + DAMA or equivalent certification. + Proven success leading data… more
- Banc of California (Santa Monica, CA)
- …is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, ... branch excellence. Supports the Branch Manager in achieving superior financial results and expanding existing relationships. Responsible for the administration… more
- City National Bank (Los Angeles, CA)
- …EXCHANGE* WHAT IS THE OPPORTUNITY? This colleague is responsible for meeting sales goals by servicing existing foreign exchange clients, selling new FX services ... FX pricing policy. * Act as initial contact for sales of electronic trading systems. * Interface with various...and analysis * Minimum 4 years of experience using financial market-related software systems. *Additional Qualifications* * Must have… more
- Bank of America (San Jose, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they ... make a career transition and follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development… more
- Banc of California (Los Angeles, CA)
- …is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, ... organized calling plan with prospects and clients to meet sales and growth goals, as well as ensure client...Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community… more