- US Bank (Santa Clara, CA)
- …customers reach their financial goals through collaboration with partners including wealth , business banking, mortgage, or payment services. Acts as leader for ... in a given marketplace - Effective interpersonal communication, leadership, relationship management, time management, sales activities management, and sales ability… more
- Bank of America (Redding, CA)
- …Financial-Solutions-Advisor-Trainee--Centralized Redding-Merrill-Office\_25033367) **Job Description:** Merrill Wealth Management is a leading provider ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Los Angeles, CA)
- …Financial-Solutions-Advisor-Trainee Lincoln-Manchester-Financial-Center\_25026348) **Job Description:** Merrill Wealth Management is a leading provider ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA ... areas. About Patelco Credit Union Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …richer lives. Key Responsibilities: + Serve as the primary relationship manager for clients, designing and implementing personalized wealth management plans ... unique opportunity to serve as a trusted financial partner, helping clients align their wealth with their passions and purpose. About the Role: As a Lead Advisor,… more
- Bank of America (Beverly Hills, CA)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- PNC (Los Angeles, CA)
- …team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + **Institutional Asset ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG… more
- Family Dollar (Stockton, CA)
- …By staying aware of store surroundings, this role will help the Store Manager prevent losses. Responsibilities include, but are not limited to, the following: + ... a strong company image within the community + Assist the Store Manager in maintaining standards of safety and control, including tagging merchandise, assisting… more
- Huntington National Bank (Sacramento, CA)
- …Preferred Qualifications: + 10+ years' experience working directly as a Technology & Telecom Relationship Manager + Series 63 and 79 + Deep Subject Matter ... to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking, and retail banking. Duties and Responsibilities: +… more
- BlackRock (San Francisco, CA)
- …between their existing and desired allocations. A transition can be anything from a manager change to a full-scale plan merger. We deliver a modern approach to ... public pension plans, corporate retirement plans, central banks, sovereign wealth funds, and other institutional investors. **Role and Responsibilities:**… more