- US Bank (Patterson, CA)
- …and discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and ... insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating...Three to five years of experience in a financial sales position, preferably working with the affluent client segment… more
- Citigroup (San Francisco, CA)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… more
- City National Bank (Los Angeles, CA)
- *PRIVATE WEALTH ANALYST* WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for high-net-worth and ... management prospects and clients. WHAT WILL YOU DO? * Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses… more
- City National Bank (Irvine, CA)
- *PRIVATE WEALTH ANALYST* WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for high-net-worth and ... management prospects and clients. What you will do * Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses… more
- Citigroup (San Francisco, CA)
- …of the individual. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire ... pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- Citigroup (Palo Alto, CA)
- …sub-function/job family. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to ... pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete...5+ years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- Citigroup (Los Angeles, CA)
- …platform, as a part of our core client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a ... **Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a **Market Sales Manager** in Wealth and Investment Management as part of Wells Fargo Advisors. We are seeking a ... growing asset flows and fostering liability growth. The Market Sales Manager will have a proven ability to partner...ability to partner with leadership share best practices, new wealth management solutions and help advisors grow. Learn more… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …position. TASKS, DUTIES, FUNCTIONS: * Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. * Providing comprehensive, ... back to the institution where appropriate * Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and… more
- BMO Financial Group (San Francisco, CA)
- …to include customer marketing and communications, integrated sales , promotion/incentive, acquisition/retention. Manages cross-functional relationships across ... business/groups to leverage opportunities and services. Acts as a liaison between the business/group and internal marketing functions in order to provide input into the central marketing process and ensure alignment. + Fosters a culture aligned to BMO purpose,… more