- H&R Block (Novato, CA)
- …to be a part of H&R Block! What you'll do As a Client Advisor - Small Business and Tax you will apply principles of accounting to analyze financial ... manage tax statements and returns for businesses and clients. The Client Advisor - Small Business and Tax will also provide advice on financial and tax… more
- JPMorgan Chase (Simi Valley, CA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Bank of America (San Francisco, CA)
- …your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be ... be taught the foundational skills needed to be an advisor - from acquiring, building and managing client...and changes. + Opportunities to connect with experts including small business consultants, mortgage lenders and investment… more
- Bank of America (Beverly Hills, CA)
- …**Required Qualifications:** + Has demonstrated experience and proven success with business -to- business sales and/or small business banking + Has strong ... Business Solutions Advisor - Beverly Wilshire...in-person customer service and sales + Experience working with small business clients + Experience meeting or… more
- Bank of America (Downey, CA)
- …**Required Qualifications** : + Has demonstrated experience and proven success with business -to- business sales, or small business banking. + Has strong ... Business Solutions Advisor - Firestone-Woodruff Financial...in-person customer service and sales. + Experience working with small business clients. + Experience meeting or… more
- Bank of America (Sacramento, CA)
- …Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be ... be taught the foundational skills needed to be an advisor - from acquiring, building and managing client...households in the US to help eventually grow your business . * Provide end-to-end comprehensive advice, deliver client… more
- Citigroup (San Francisco, CA)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) + Acquire new ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank,… more
- Citigroup (Downey, CA)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) . Acquire new ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank,… more
- H&R Block (La Mesa, CA)
- …an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our ... stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and...virtual tools (video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer… more
- City National Bank (Los Angeles, CA)
- * ADVISOR II - FOREIGN EXCHANGE* WHAT IS THE OPPORTUNITY? This colleague is responsible for meeting sales goals by servicing existing foreign exchange clients, ... Interface with various operations units to ensure that FX client issues and concerns are addressed. * Interface with...internal and external clients. * Requires pro-active interpersonal and business development skills to work with Business … more
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