- BMO Financial Group (Los Angeles, CA)
- …experience, identifies gaps, issues and best practices. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic ... leads the execution of strategic initiatives to deliver on business and financial goals. + Helps determine...volumes. + Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business… more
- Bank of America (Walnut Creek, CA)
- …Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Celestica (San Diego, CA)
- …application of sound technical judgment. Will lead a work group or project team consisting of technical and support staff as required. Builds internal and external ... process improvements. Presents complex information integrating several scenarios, Become a key advisor and is able to assist clients/user on vastly different issues.… more
- Bank of America (San Diego, CA)
- …developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- BMO Financial Group (San Ramon, CA)
- …to ensure client expectations are met or exceeded. + Acts as a trusted advisor to assigned business /group. + Influences and negotiates to achieve business ... a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives...enables the career development of top talent. + Improves team performance, recognizes and rewards performance, coaches employees, supports… more
- JPMorgan Chase (San Francisco, CA)
- …meetings + Serve as a liaison between the Financial Advisor team , branch management, compliance and various other business units throughout the firm + ... suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients… more
- Bank of America (San Jose, CA)
- …66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team (s) they support + SAFE ACT Registration; ADV-2B ... they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes...**Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive… more
- Wells Fargo (Palo Alto, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Wells Fargo (Los Angeles, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- PNC (Los Angeles, CA)
- …PNC Private Bank takes a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment ... solutions to help achieve their mission and grow their organizations. Our team of advisors includes Business Development Officers, Investment Advisors,… more