- Sands Investment Group (Santa Monica, CA)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... by 100% commission At least three years of experience in Investment Sales with a proven track record Be forward-thinking and entrepreneurial-minded experts… more
- City National Bank (West Hollywood, CA)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The... related experience * Minimum 3 years experience in investment sales * FINRA Series 7 and 63 ... Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...Qualifications* * The SFA shows demonstrated success in an investment product sales role over a multi-year… more
- T. Rowe Price (San Francisco, CA)
- …RIA, TAMP's, and Intermediary Platform providers throughout the United States. The Senior Alternative Investment Specialist (B/D) position offers a unique ... ideally located in CA + Responsibilities include: + Drive sales of Alternative Investment strategies with targeted...advisor relationships with the goal of directly driving sales across alternative products + Support efforts with various… more
- Comerica (San Francisco, CA)
- Job Description Senior Wealth Advisor As a ...degree from an accredited university + 10 years of sales experience in personal trust, investment or ... innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating… more
- M&T Bank (Costa Mesa, CA)
- …solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, ... the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- SAP (Palo Alto, CA)
- …the Digital Cloud Architecture & Advisory team (DCAA) in NA. The Cloud Architect Advisor works predominantly in the pre- sales phase as a subject matter expert, ... This enables customers to safeguard their existing SAP ERP investment while benefiting from a new level of flexibility...a customer-facing role in which you will support the sales teams during the entire cycle of a Cloud… more
- US Bank (Rancho Palos Verdes, CA)
- … Advisor at the Associate level. Under the guidance and in partnership with a senior advisor , this advisor will learn and develop skills to consult with ... securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then...two years of industry related experience in a financial sales or wealth position - Will need FINRA Series… more
- Citigroup (Beverly Hills, CA)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Sr. Lead is a strategic professional...required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required… more
- Humana (Sacramento, CA)
- …caring community and help us put health first** With over 10 million sales interactions annually, Humana understands that while great products are important, it's ... at the center of everything it does. The Long-term Growth Strategy Advisor (Distribution) provides data-based strategic direction to identify and address business… more
- Wells Fargo (Irvine, CA)
- **About this role:** Wells Fargo is seeking a Senior Lead Credit Vendor Program Sales Specialist to support Equpment Finance and Vendor Finance new program ... **In this role, you will:** + Act as an advisor to senior leadership to develop or...and technical needs across Commercial Banking or Corporate & Investment Banking + Lead the sourcing of new clients… more