- US Bank (Rancho Palos Verdes, CA)
- …equivalent work experience - At least two years of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65 or 66 and ... state insurance licenses. Preferred Skills/Experience - Basic knowledge of the securities industry and markets - Well-developed analytical and decision-making skills to provide customized investment and financial planning advice - Effective interpersonal,… more
- Citigroup (Glendale, CA)
- …these views in a clear and concise manner + Define and present to the sales force Citi Wealth 's Regional Views in consultation with Citi Research regional ... discussion of implementation strategies and action plans for Citi Wealth Themes + Participate actively in region's Sales... Wealth Themes + Participate actively in region's Sales and Research Calls + Work closely with the… more
- Columbia Bank (Irvine, CA)
- Financial Service Sales Assistant Wealth Management Tacoma, Washington Greenwood Village, Colorado Irvine, California **Description** **About Us:** At Columbia, ... and serve as a liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on client satisfaction. + Provide variety of… more
- Nuveen Investments (San Francisco, CA)
- …include: + Client Engagement: Maintaining relationships with internal institutional and wealth sales channels, responding to product information requests, ... providing technical sales support, and acting as a primary point of...to evaluate and enhance client collateral and educate internal sales teams on the asset class. + Ensuring compliance… more
- Wells Fargo (Woodland Hills, CA)
- … sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales , full balance sheet ... for immediate registration (or FINRA recognized equivalents) + Extensive experience in wealth management and investment sales environments, with a deep… more
- City National Bank (San Francisco, CA)
- * WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY MGR* *WHAT IS THE OPPORTUNITY?* Responsible for CNB's Wealth Management Product and Program Strategy. This ... individual will be responsible for developing and executing strategies for wealth management products and programs, aligning with client needs and market trends,… more
- HSBC (Beverly Hills, CA)
- …our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer ... high value clients. Professionalism client focus and understanding of the fundamentals of wealth planning will be key as the WRM acquires, develops, advises, and… more
- HSBC (San Francisco, CA)
- …our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and ... with high value clients.Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the Wealth Relationship Manager… more
- JPMorgan Chase (San Francisco, CA)
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth ... individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services… more
- Citigroup (San Francisco, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more