- 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
- Bank of America (San Jose, CA)
- Private Client Advisor II San Jose, 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 (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)
- …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
- 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 (FP) San Jose, California **Job Description:**...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… 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 **Job Description:** Merrill...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Thrivent Financial (Redwood City, CA)
- …and provide financial education to the local community + Research and respond to client inquiries + Collaborate with Lead Advisor on complex scenarios + ... high performing team is currently looking for a Financial Advisor - Team Support Launch. This position provides support...provides support to the San Francisco Peninsula Group existing client base. It serves as a resource to Financial… 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
- JPMorgan Chase (Santa Clara, CA)
- …helping them create action plans to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating ... business development, marketing, book segmentation, client engagement strategies, client -reporting tools and advisor teaming relationships + Ability to… more
- Bank of America (San Jose, 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- Consumer Investments- Hayward and Milpitas...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… 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 ... 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 (Palo Alto, CA)
- Merrill Financial Solutions Advisor (Partially Licensed)- Palo Alto Market Palo Alto, California;San Mateo, California **Job Description:** Merrill Wealth Management ... 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 (Watsonville, 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 (Milpitas, CA)
- Credit Solutions Advisor - McCarthy Ranch Milpitas, California **Job Description:** **Credit Solutions Advisor II** At Bank of America, we are guided by a common ... of borrowing and banking offerings at each stage of client 's life plan. Key responsibilities include acquiring new and... Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank… more
- Bank of America (San Jose, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in… more
- TIAA (Palo Alto, CA)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks… more
- Citigroup (Sunnyvale, 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