- Wells Fargo (Beverly Hills, CA)
- …and investment services . We offer a full range of personalized wealth management , investment, planning, and retirement products and services to help meet ... of excellence that unlocks access to Wealth & Investment Management (WIM) products and services based on...for approval. + Commitment to talent development and client service excellence. + Bachelor's degree or higher in business,… more
- Wells Fargo (West Hills, CA)
- …investment services , then partner closely with peers in Business Banking Advisory Services , Mortgage, and Wealth and Investment Management to best meet the ... customers on various aspects of recommended and available financial options and services + Maintain deep knowledge and understanding of Wells Fargo's banking, credit… more
- Citigroup (Beverly Hills, CA)
- …Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:** ... of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work… more
- Coinbase (Sacramento, CA)
- …product adoption. * Minimum of 2+ year of relevant experience in a financial services customer service or support role in a fast paced environment. * Advanced ... primary subject matter expert for Coinbase's products, providing world-class service and support to our most valued customers. You'll...knowledge of the financial services industry and securities trading. * Flexible… more
- US Bank (Roseville, CA)
- …procedures, documentation and systems - Advanced knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in ... information, educating clients on available deposit and loan products and services , and recommending solutions based on each customer's unique goals. Consultants… more
- Navy Federal Credit Union (Vacaville, CA)
- …Advisory Firm + Experience in business development to include market strategy, product demonstration and promoting products and services + Experience consulting ... Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video… more
- BlackRock (San Francisco, CA)
- …asset management firms and a premier provider of global investment management , risk management and advisory services to institutional, intermediary, ... and Index Investments (BGM) brings together BlackRock's Index Investments, Cash Management , Global Trading, ETF Markets, Securities Lending, and Financing… more
- Snap Inc. (Los Angeles, CA)
- …, an augmented reality platform that powers AR across Snapchat and other services ; and its AR glasses, Spectacles (https://www.spectacles.com/) . The Legal & Policy ... team members on a wide array of matters, including privacy, product , IP, commercial transactions, corporate governance, employment, acquisitions, litigation, and… more
- Gilead Sciences, Inc. (Foster City, CA)
- …lawyer will also be expected to effectively manage outside counsel and other legal service providers in a manner that brings out the highest caliber of legal advice, ... work product , advocacy, and results with maximum efficiency. There will...counsel and present to our business leaders including executive management across the company and serve as a representative… more
- Mizuho Corporate Bank (San Francisco, CA)
- …structuring and execution of financial advisory, global capital markets, financial risk management , structured & syndicated finance, and other global products and ... services for existing and prospective clients. An Associate is...expected to understand the implications, identify key industry and product trends and provide input on pitch and deal… more