- 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
- Citigroup (Downey, CA)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup (San Francisco, CA)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- JPMorgan Chase (San Jose, CA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home...skills** + Bachelor's degree or equivalent work experience in sales and/or real estate + 3+ years of mortgage… 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
- Bank of America (Newport Beach, 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
- 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 (San Francisco, 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
- Robert Half Finance & Accounting (El Cerrito, CA)
- Description Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position ... tax (709) and foundation (990) returns, along with payroll, sales tax, and foreign asset reporting. + Respond to...Ensure tax strategies are seamlessly integrated with clients' broader investment and financial goals. If interested in this role,… more
- BMO Financial Group (San Francisco, 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...assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- KeyBank (San Francisco, CA)
- …the Americas - New York, New York 10019 **ABOUT THE JOB:** The senior banker will source, pitch and execute transactions in Financial Services industry. Individuals ... the origination, execution and closing of M&A transactions. + Establish Trusted Advisor relationship with important corporate and private equity clients to drive… more
- Citigroup (San Francisco, CA)
- …communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to ... an experienced lending product specialist and Credit Officer within the Investment Finance business, with direct client coverage responsibility.The Transactor is… more
- Applied Materials (Santa Clara, CA)
- …company. Visit our Careers website to learn more about careers at Applied. The Senior Investment Director at Applied Ventures manages all aspects of corporate ... to identify top investable startups. + Identify and source investment opportunities from diverse channels. + Assess and prioritize...and a stock award program, as applicable. For all sales roles, the posted salary range is the Target… more
- City National Bank (Woodland Hills, CA)
- *RELATIONSHIP MANAGER SENIOR * *Woodland Hills Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible ... both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products… more
- Celonis (Redwood City, CA)
- …- and for that, we need you to join us. **The Team:** The position of Senior Value Engineer is a trusted advisor helping customers achieve their strategic goals ... and demos, running value workshops, and engaging with multiple senior stakeholders to deliver value driven results and secure...customers. You will work in partnership with the Celonis Sales Teams and have full responsibility for the end-to-end… more
- BMO Financial Group (Los Angeles, CA)
- …deliver timely solutions. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... Achieves sales and other targets established by business plans....needs, analysing potential options and assessing expected return on investment . + Recommends business priorities, advises on resource requirements… more
- Wells Fargo (San Francisco, CA)
- …Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas ... . **In this role you will:** + Assist Financial Advisor (s) with sales , service, and operational related activities such as providing service… more
- BlackRock (San Francisco, CA)
- …Description** **Due to our continued phenomenal growth, we are actively seeking senior , client-facing sales professionals with a proven successful track record ... **Primary Responsibilities:** **Develop deep relationships across all aspects of an advisor 's business** **Deliver fiduciary and investment insights through… more
- Celonis (Redwood City, CA)
- …maximize the value our customers realize from our technology. **The Role:** As a Senior Director, Value Engineering for the High Tech Industry in North America, you ... growth) and renewals (renewal rate). You are a trusted advisor to the Celonis Executive Team, supporting engagements with...Celonis Executive Team, supporting engagements with strategic customers and senior stakeholders. As a leader in one of the… more
- Deloitte (Sacramento, CA)
- … Executive - Federal, State & Local Deloitte Consulting is seeking a top-performing, senior Sales Executive to expand our client base across our Consulting ... to maximize the application of federal funding from Infrastructure Investment and Jobs Act (IIJA) and Inflation Reduction Act...manage the pursuit process, and act as a key advisor to the pursuit team throughout the sales… more