- Edward Jones (Irvine, CA)
- …analyzing, and resolving a wide variety of issues related to personalized investment solutions , involving the financial advisor when appropriate + Desire to be ... client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are...Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39)… more
- Bank of America (San Jose, CA)
- …Advisor (FA) teams to provide comprehensive financial planning solutions . Key responsibilities include identifying strategic investment opportunities, driving ... Management and a comprehensive understanding of the suite of solutions , platforms, and initiatives across the bank. This position...must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support +… more
- Bank of America (Carlsbad, CA)
- …effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. ... process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the… more
- Bank of America (San Francisco, CA)
- …and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
- Western Area Power Administration (Folsom, CA)
- …activity policy, guidelines, and standards. Serve as consultant and expert advisor for proposed and existing SNR facilities plans, and coordinated operations ... efficiency, safety, and performance. Serve as an expert technical advisor for all aspects of SNR water resources and...States, the District of Columbia, Guam, and Puerto Rico. Specified academic courses -- Successful completion of at least… more
- Bank of America (San Jose, CA)
- …objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. ... the Market Executive should be directly involved * Monitor advisor and client activity including financial transactions to ensure...needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way… more
- Bank of America (Newport Beach, CA)
- …The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital ... solutions and enterprise capabilities. **Specific responsibilities include, but are...leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching… more
- Bank of America (Walnut Creek, CA)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital ... solutions and enterprise capabilities. Additionally, the MCRM serves as...leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises… more
- Cupertino Electric (San Jose, CA)
- …listed for this position is generally for candidates that meet the specified qualifications and requirements listed on this specific job description. We provide ... great people. Using well-designed processes and controls, integrating smart and reliable solutions , and providing access to the information needed, our IT Team… more
- Bank of America (Auburn, CA)
- …of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist ... needs of both individual and small business clients, offering appropriate solutions , and connecting clients to specialists. Key responsibilities include deepening… more