- Neuberger Berman (San Francisco, CA)
- **Summaries:** The Wealth Advisor Associate will provide support to seasoned four-person Wealth Advisor Team with over $1.5bn in assets under management. The ... Wealth Advisor Associate will serve as the primary point...experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and… more
- BMO Financial Group (Los Angeles, CA)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... client. + Develops and executes the business development strategy, sales targets and the sales results for...Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team.… more
- 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 (San Francisco, 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
- 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