- Elevance Health (Walnut Creek, CA)
- ** Account Advisor ** **Location: Walnut Creek, CA. This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, ... and adaptable workplace.** **Compensation: Base Salary + Sales Incentive Plan** The ** Account Advisor ** is responsible for partnering with sales and account … more
- Edward Jones (Walnut Creek, CA)
- … transfers and other requests at the direction of the financial advisor . Process account transactions, prepare documentation, and maintain accurate client ... critical member of that team along with the financial advisor . You are the first voice a client hears...a 401k retirement plan, and tax-advantaged accounts: health savings account , and flexible spending account . Edward Jones… more
- Edward Jones (Fairfield, CA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- Bank of America (Walnut Creek, CA)
- Merrill Financial Solutions Advisor - East Bay & Associates Market Walnut Creek, California;Napa, California; Santa Rosa, California; Pleasanton, California; ... well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- Bank of America (Napa, CA)
- Financial Solutions Advisor Registration Candidate- Consumer Investments- Napa Financial Center Napa, California **Job Description:** The following laws or ... make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining...services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and… more
- Edward Jones (Berkeley, CA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account . Financial advisors… more
- SAP (San Ramon, CA)
- …Original Posting Date: 05/19/2025 Job Title: BTP Customer Success Partner Senior Advisor Location: San Ramon, CA Work Model: Hybrid Work Model Purpose and ... Software, Inc. seeks a BTP Customer Success Partner Senior Advisor at our San Ramon, CA location to engage...Business Technology Platform (BTP) services, coordinate activities with the Account Team by building out a joint outcome-based plan,… more
- Citigroup (Pleasant Hill, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… more
- Robert Half Finance & Accounting (San Ramon, CA)
- Description Job Title: Lead Advisor Location: San Ramon; on site Salary: $100-120k + Bonus We are a wealth management firm dedicated to helping high-net-worth ... client interactions. + Handle client documentation from start of opening to account maintenance. + Prepare meetings and client presentations. Requirements + 4+ years… more
- Bank of America (Concord, CA)
- Financial Solutions Advisor - Consumer Investments- Fairfield/Concord Area Vallejo, California;Concord, California; Brentwood, California; Hercules, California; ... Retirement Planning Counselor (CRPC). + Obtained your insurance licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and… 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 is ... opportunities that align with clients' comprehensive financial plans (eg, retirement account strategies). + Ensure tax strategies are seamlessly integrated with… more
- CIBC (San Francisco, CA)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Capital Advisor , you'll play a pivotal role in structuring complex credit ... to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account , Life Insurance, Disability, and Other Insurance Plans, Paid Time Off… more
- The Cigna Group (Walnut Creek, CA)
- As a Sr. Strategic Account Executive, you are the face of Cigna to the client. Your focus is on spending time with clients in person to cultivate the relationship, ... products and services to expand the relationship. You will be the trusted advisor and go-to partner for your clients, helping them navigate their business challenges… more
- GE HealthCare (San Ramon, CA)
- …This position is critical in identifying, leading, and shaping the US key account strategy to capture the market opportunity via commercial excellence. In addition, ... in oncology. The role of a Oncology PET Strategic Account Manager (SAM) involves driving the timely adoption and...setup to properly order Cerianna. . Be a trusted advisor to Imaging Centers and oncologists by deepening your… more
- AECOM (Oakland, CA)
- …world. Join us. **Job Description** **AECOM** is seeking a Seller-Doer Client Account Manager to drive business development and lead project execution within our ... ideal for an experienced professional with a proven track record in sales, account management, and project delivery, who can balance client engagement and revenue… more
- Reyes Holdings (Richmond, CA)
- …stewards weekly customer forecasts at SKU level + Act as strategic spirits category advisor to customer buying teams, to expand RBG's share + Drives weekly execution ... management routines with business unit sales team, spirits execution teams, and customer leadership in collaboration with field execution leaders + Other duties as assigned Required Education and Experience: + Bachelor's Degree and 6 plus years of related… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial ... Advisor expenses. + Creates reports to build more practice...Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and methods.… more
- Bank of America (Concord, CA)
- …and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping * Manages client interactions by ... lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or… more
- Bank of America (Berkeley, CA)
- …and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by ... year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or… more
- The Hartford (Walnut Creek, CA)
- …accounts, servicing the needs of our agency partners on an account -by- account basis, including the following responsibilities: Underwriting: + Underwrites ... renewal business including some account rounding opportunities + Seamlessly applies all applicable Underwriting...underwriting tools as guidance + Acts as a trusted advisor to the agency + Partners with other underwriters… more