- Bank of America (Walnut Creek, CA)
- Private Client Advisor II Walnut Creek, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... **Job Description:** This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve… more
- JPMorgan Chase (Walnut Creek, 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
- Tiffany & Co. (Walnut Creek, CA)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- Bank of America (Walnut Creek, CA)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… 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 ... and strategic advisory services to clients while driving exceptional client satisfaction and retention. In this collaborative, team-oriented environment, you'll… more
- Bank of America (Walnut Creek, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate Walnut Creek, California **Job Description:** Merrill...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (Vallejo, CA)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Stage I - Registration candidate - Consumer...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Bank of America (Berkeley, CA)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Advisor Development Program - Financial Solutions Advisor...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (Walnut Creek, CA)
- Merrill Financial Solutions Advisor (Partially Licensed)- East Bay Market Walnut Creek, California;Napa, California; Santa Rosa, California; Pleasanton, California; ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Edward Jones (Fairfield, CA)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… 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 ... relationships. It's our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide every possible resource to help you succeed. A… more
- Citigroup (Pleasant Hill, CA)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- Robert Half Finance & Accounting (Marin County, CA)
- …Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Wealth Advisor at a respected RIA in Marin County. This is a full-time, permanent role ... personal fulfillment, and long-term security. Known for its collaborative, client -centered culture, the firm empowers advisors to build lasting relationships… more
- Bank of America (Richmond, CA)
- Business Solutions Advisor - Rollingwood Financial Center Richmond, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... full spectrum of borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and deepening existing client… more
- Bank of America (Emeryville, CA)
- Financial Solutions Advisor - Consumer Investments- Oakland/Richmond Area Emeryville, California;Oakland, California **Job Description:** Please Note that this ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … 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 ... credit structuring, underwriting, and negotiating to tailor solutions that meet client needs while aligning with CIBC's risk and business objectives. In… more
- AAA Northern California, Nevada & Utah (Walnut Creek, CA)
- …week in our Walnut Creek, CA office. JOB SUMMARY The Corporate Travel Advisor is responsible for domestic and international travel arrangements for our leadership ... packages, ground transportation, and car rentals, prioritizing cost and providing exceptional client service. In addition, this role requires expertise in SABRE GDS… more
- Kohl's (Brentwood, CA)
- About the Role As Beauty Lead Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... Sephora at Kohl's standards and ensure an excellent overall client experience. What You'll Do + Build strong ...client experience. What You'll Do + Build strong client loyalty and influence clients by identifying their needs… more
- BMO Financial Group (Walnut Creek, CA)
- …management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an ... understanding of and care for the client through proactive delivery of holistic advice and solutions...of holistic advice and solutions designed to meet the client 's specific financial planning needs. Coordinates and integrated team… more
- BMO Financial Group (San Ramon, CA)
- …and systems and effectively trouble shooting to ensure a high-quality client experience. + Maintains existing relationships to achieve portfolio retention, sales, ... a small team of TA's. + Active participation in client reviews and ability to identify and pitch products...+ Serves as a daily escalation resource to ensure client expectations are met or exceeded. + Proven ability… more