- Bank of America (San Jose, CA)
- …Banking, as well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...66) licenses.** + Two years' experience working in the financial service industry and/or a sales environment… more
- Thrivent Financial (Pleasanton, CA)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a ...at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and… more
- Edward Jones (Los Altos, CA)
- …**Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...experience within the securities/ financial services industry + Financial services and/or sales experience + … more
- PNC (Fremont, CA)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Freemont, CA. ... insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment...book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- Citigroup (Sunnyvale, 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) ... a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and... advisory capacity . Experience in a proactive, successful sales and service role in the financial … more
- H&R Block (San Jose, CA)
- **498791BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and...service needs. We assist our clients in reaching their financial goals year-round. **Job ID:** 498791BR **City:** San Jose… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …is thrilled to partner with an exceptional company in the search for a Wealth Advisor to join their esteemed Wealth Advisory team. The Wealth Advisor position is ... level. * Actively make client recommendations consistent with the client's financial plan and Investment Policy Statement. Understand and think strategically about… more
- BMO Financial Group (San Jose, CA)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject...client. + Develops and executes the business development strategy, sales targets and the sales results for… more
- Kestra Financial (Palo Alto, CA)
- …to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and developing prospects. ... manage both client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility and… more
- IBM (San Jose, CA)
- … Financial programs such as 401(k), the IBM Employee Stock Purchase Plan, financial counseling, life insurance , short & long- term disability coverage, and ... lets talk. Your Role and Responsibilities A Security Software Sales role within IBM Security means providing industry-leading solutions...forefront of industry trends and remain as the trusted advisor our clients' success depend on. We are looking… more
- ADP (Milpitas, CA)
- ADP is hiring a ** Sales Executive** . + **_Are you ready to...your next best job where you can elevate your financial future?_** + **_Are you looking to join a ... it read on and see for yourself! As a ** Sales Executive** , you'll lead a team of field-based...members the best that they can be. + **Trusted Advisor ** . You live and breathe integrity and deliver… more
- BMO Financial Group (San Jose, CA)
- …pricing, and services; links customer to business partner experts based on key financial decisions. + Achieves results and meets sales targets by acquiring ... Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes...deliver the desired customer experience. + Uses a consultative sales process to develop strong customer relationships; acts as… more
- PNC (Sunnyvale, CA)
- …California Market. PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted advisor within ... flow conversations with clients and prospects. Additionally, you will manage the on-going sales cycle to optimize the cash flow of our business customers so they… more
- IBM (San Jose, CA)
- … Financial programs such as 401(k), the IBM Employee Stock Purchase Plan, financial counseling, life insurance , short & long- term disability coverage, and ... Introduction A Technology Sales Specialist role (what we internally call a,...Techical and business Solutions: Effectively articulating the business and financial impact of tech solutions. + Excellent Communication and… more
- SMBC (San Jose, CA)
- …4-7 years+ of sales and service experience in a banking or financial services industries. + Bachelor's degree in finance, accounting, or other related fields ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...of companies with at least $2 million in gross sales with more emphasis on customers with higher revenues… more
- Allied Universal (Livermore, CA)
- …with us today! We offer medical, dental and vision coverage, life insurance , retirement plan, employee assistance programs, company discounts, perks and more for ... Vice President, based in Livermore, CA, is responsible for leading the sales and operations teams for Allied Universal(R) Technology Services throughout the… more
- Sharp Electronics Corporation (Pleasanton, CA)
- …corporate directed policy and procedure. This role also serves as the senior financial and business advisor to Branch Leadership in multiple branch locations, ... Business Systems** Sharp Business Systems (SBS) is a direct sales division of Sharp Electronics Corporation, the US based...Financial protection for you and your family (life insurance and disability insurance ) + Rewarding and… more
- ADP (Milpitas, CA)
- ADP is hiring a ** Sales Representative, Human Resources Outsourcing (HRO).** + **_Are you ready for your next best job where you can elevate your financial ... decide for yourself. In this role, you will close sales and win new business within a defined territory....+ **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- BMO Financial Group (San Ramon, CA)
- …Marine dealerships. This position will work with various constituencies including Sales , Risk, Compliance and other business partners to achieve business objectives. ... Processes may be related to (but are not limited to) fulfillment, operations, services, sales , etc. + Provides strategic input into business decisions as a trusted … more
- H&R Block (San Jose, CA)
- …relationships that will grow stronger each year. Joining H&R Block as a **Block Advisor Accelerated Tax Associate** means you will have the support of an expert team ... experience in a customer service or retail environment + Sales and/or marketing experience + Experience working in a...help associates plan for their unique health, well-being, and financial wellness needs. + **Medical coverage** - allows eligible… more