- Intuit (San Jose, CA)
- …- Seasonal Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's mission ... your clients.Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving… more
- Zscaler (San Jose, CA)
- …to meet customer needs and contribute to account planning + Be a trusted advisor , understanding client businesses and aligning Zscaler solutions with their goals ... **What We're Looking for (Minimum Qualifications)** + 5+ years of full-cycle sales experience within software or security industry + Bachelor's degree or equivalent experience + Progressive selling experience engaging with accounts and selling at C-Level +… more
- Automation Anywhere, Inc. (San Jose, CA)
- …automation and advanced technologies, you will position yourself as a trusted advisor , showcasing how a platform like Automation Anywhere empowers organizations to ... ROI and strategic benefits + **Leading Strategic Evangelization** : Spearhead client workshops, promote best practices, and establish thought leadership through… more
- NetApp (San Jose, CA)
- …regulations, and the latest advancements in AI and NetApp storage technologies. Client Engagement: + Collaborate with clients to understand their business needs and ... + Assist in the development of sales strategies and proposals to meet client needs. + Participate in sales meetings, presentations, and negotiations to support the… more
- Zscaler (San Jose, CA)
- …product adoption and providing ongoing assistance. They act as a trusted advisor , helping customers achieve their cybersecurity goals and maximize the value of ... + 3+ years of experience in Customer Success, Account Management, or a similar client -facing role at a Saas cybersecurity company + 2+ years managing a book of… more
- Frontall USA LLC (Burlingame, CA)
- …car Dental insurance Health insurance Paid time off Vision insurance About the client : A global logistics and freight forwarding company that acts as an intermediary ... to identify the needs of prospective clients and perform as a trusted advisor for their forwarding needs. Key Responsibilities: Seek out new clients and establish… more
- Alameda Health System (San Leandro, CA)
- …+ Provides community resource education and coaching, focusing on individual client self-management principles. This includes preparing for provider visits and ... the disease management principles introduced by the nursing team. + Reassesses the client 's condition when changes occur and revises the care plan as appropriate.… more
- Tiffany & Co. (Carmel, CA)
- …client interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Client Advisor is an excellent ... and an entrepreneurial spirit is prevalent in the make-up of every Client Advisor . Developing client relationships and exceeding sales plan is first… more
- JPMorgan Chase (San Jose, 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. (Santa Clara, 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
- Tiffany & Co. (Santa Clara, CA)
- The Private Client Advisor (PCA) at Tiffany & Co. is the ultimate Brand Ambassador, embodying the Tiffany brand in every interaction. In this role, the PCA will ... trends across luxury retail and lifestyle of the Private Client and bolster the Brand's general market posture by...clients that will lead to facilitating tailored presentations and client consultations. They will develop strategies to build sales… more
- Bank of America (San Jose, 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 San Jose, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you're an experienced advisor looking for a role ... retirement, insurance, and debt management + Develop personalized financial plans tailored to client goals and risk tolerance + Build and maintain strong client … more
- BMO Financial Group (San Jose, CA)
- …+ Uses a consultative sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of contact. + Proactively works ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor… more
- Wheeler Accountants LLP (San Jose, CA)
- …Experience with other accounting software a plus. Qualities indicative of being a client 's "trusted advisor ". A combination of knowledge and practical experience ... We're not your typical CPA firm. Yes, we provide tax, attestation, consulting, and client accounting services to a wide range of clients― but we do it differently.… more
- Bank of America (San Jose, CA)
- …must determine when the Market Executive should be directly involved * Monitor advisor and client activity including financial transactions to ensure compliance ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Columbia Bank (San Jose, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, Oregon San ... Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure… more
- Bank of America (Cupertino, 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 Registration Candidate- Silicon Valley Area Cupertino, California;Mountain...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Edward Jones (Castro Valley, 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
- Bank of America (Tracy, CA)
- Credit Solutions Advisor - Tracy Financial Center Tracy, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Tracy/Credit-Solutions- Advisor Tracy\_25034727) **Job Description:** At Bank of America, we… more
