- 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
- 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
- Charles Schwab (Sacramento, CA)
- … organization to deliver quality consulting to our prospective registered investment advisor (RIA) clients. These consulting engagements are opportunities ... **Your opportunity** Schwab Advisor Services (AS), a division of Charles Schwab...trading, technology, and practice management services to independent registered investment advisors (RIAs). RIAs choose independence because they are… more
- M&T Bank (Los Angeles, 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
- 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
- Bank of America (Los Angeles, CA)
- …and development. Build and manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers. + Sales Force Expansion: ... sales management in executing sale force growth plans and support effective Advisor recruiting strategies. + Sales Supervision: Administer superior sales … 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 ... customers at the center of everything it does. The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and… more
- Humana (Sacramento, CA)
- …cross functional investment sizing workstreams and provide high-level support for senior leaders to make informed decisions + Identify new growth avenues of ... 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… more