- 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 ... Health: + Competitive compensation packages with bonus opportunity + 401(k) with 3% Safe Harbor and 5% employer match + Discounts on loan products + Tuition… 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
- Bank of America (Chico, CA)
- …advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees ... and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- Comerica (Palo Alto, CA)
- …implement the sales strategy in collaboration with the National Sales Manager , establishing the criteria for prospect identification within the respective territory. ... of new account paperwork and effectively hand off the relationship to a Comerica Personal Trust Officer for administration....and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial… more