- Bank of America (Hacienda Heights, CA)
- Business Solutions Advisor - Hacienda Heights Financial Center - Bilingual Mandarin Required Hacienda Heights, California **Job Description:** At Bank of ... client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial...or exceeding goals. * A working knowledge of small business products and services. * Bilingual Mandarin … more
- Bank of America (Portland, OR)
- Business Solutions Advisor - Eastport Plaza Financial Center - Bilingual Mandarin Required Portland, Oregon **Job Description:** At Bank of America, we ... deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job… more
- Citigroup (Millbrae, CA)
- …where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize ... contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial...the complex financial needs of the client and offer solutions through a wide range of products, services and… more
- Amazon (Seattle, WA)
- …not a sales role, but rather an opportunity to be the principal technical advisor and 'voice of the customer' to organizations ranging from start-ups to Fortune 500 ... with their customer to provide tailored engagements including Strategic Business Reviews, Security Improvement Programs, guided Well-Architected reviews, Cost… more
- Bank of America (Exeter, NH)
- Financial Solutions Advisor - Consumer Investments - Maine/New Hampshire Market Nashua, New Hampshire;South Portland, Maine; Exeter, New Hampshire **Job ... Description:** This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key… more
- Citigroup (San Francisco, CA)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, ... 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… more
- BMO Financial Group (Pasadena, CA)
- …and care for the client through proactive delivery of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and ... of subject matter experts to craft and execute creative solutions for the client. + Develops and executes the... for the client. + Develops and executes the business development strategy, sales targets and the sales results… more
- Morgan Stanley (Pasadena, CA)
- …relationship operations to help support the Financial Advisor /Private Wealth Advisor team scale their business . *DUTIES and RESPONSIBILITIES:* * Oversee ... Staff is a strategic partner that supports a Financial Advisor /Private Wealth Advisor Team. The role provides...to the growth of the team by managing all business operations and overseeing the essential activities of all… more
- Lenovo (Morrisville, NC)
- HR Business Partner **General Information** Req # WD00068009 Career area: Human Resources Country/Region: United States of America State: North Carolina City: ... edge, high performance computing and software defined infrastructure), software, solutions , and services. Lenovo's continued investment in world-changing innovation… more
- Amazon (Herndon, VA)
- …not a sales role, but rather an opportunity to be the principal technical advisor and 'voice of the customer' to organizations ranging from start-ups to Fortune 500 ... with their customer to provide tailored engagements including Strategic Business Reviews, Security Improvement Programs, guided Well-Architected reviews, Cost… more
- SCI Shared Resources, LLC (Oakland, CA)
- …of joining a Great Place to Work! Job Description Summary The Pre-Planning Advisor Restricted (PPAR) is a self-starter expected to achieve their quota (pacesetter) ... and weekends **Build Relationships with Families** + Establishes and maintains strong business relationships with families by connecting with the family, relating to… more