- Bank of America (Walnut Creek, CA)
- Private Client Advisor II Walnut Creek, California...JD a significant plus **Skills:** + Business Development + Client Management + Client Solutions ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut-Creek/Private- Client - Advisor -II\_25015540-1) **Job Description:** At Bank of America,… more
- JPMorgan Chase (Oakland, CA)
- …investment solutions to meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management, you offer comprehensive financial ... You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- PNC (San Jose, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Corporate Banking organization, you will ... be based in Los Angeles, CA. Client Solution Advisor (CSS) provides...implementation and production support issues raised by staff or client . Identifies and drives development of necessary solutions… more
- Bank of America (San Jose, CA)
- …growth mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + ... Advisor Development Program Client Associate San...Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management +… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …is exploring their next career move. This role is ideal for a client -focused advisor who enjoys building long-term relationships, delivering thoughtful financial ... within a collaborative, values-driven firm. If you're a Financial Advisor in the East Bay considering a new platform...years of experience in financial services, ideally in a client -facing advisory role + Strong ability to analyze … more
- Robert Half Finance & Accounting (San Jose, CA)
- …has expanded by $400 million in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to ... firm's continued growth. If you're passionate about providing exceptional client service and want to grow with a firm...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- Bank of America (Palo Alto, CA)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Bank of America (Palo Alto, CA)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Advisors and Client Service Associates (CSAs) while developing toward an Advisor career path. Key Responsibilities + Primary responsibility will be trading, with ... management and CRM systems (Tamarac) + Support Advisors with investment analysis, client meeting preparation, and advisor development activities + Collaborate… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …statements, portfolio rebalancing, and ongoing planning updates. + Maintain and expand client , advisor , and prospect databases. + Support technology integration ... team-based wealth advisory environment. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services.… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …economics, business, or a related field + Genuine interest in transitioning into a client ‑facing Advisor role over time + Comfort with trading as a primary ... who's excited about trading operations and eager to grow into a Financial Advisor career path. This role blends hands‑on trading responsibilities with a structured… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented...-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more
- IBM (San Francisco, CA)
- …Cloud Market Knowledge: Ability to develop cloud market knowledge to become a trusted client advisor (training on IBM's Hybrid Cloud offerings will be provided). ... account managers, and delivery leadership to ensure successful execution of client engagements. Responsibilities * Lead and coordinate multiple project teams,… more
- BMO Financial Group (San Lorenzo, CA)
- …and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that ... of our banking product experts and process all banking solutions , including checking, savings, and lending needs. As a...sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of… more
- Bank of America (San Ramon, CA)
- Financial Solutions Advisor Registration Candidate - Diablo Market San Ramon, California **To proceed with your application, you must be at least 18 years of ... and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your...of financial services industry or sales experience **Skills:** + Client Experience Branding + Client Solutions… more
- Bank of America (San Francisco, CA)
- Financial Solutions Advisor Registration Candidate- San Francisco Market San Francisco, California **To proceed with your application, you must be at least 18 ... and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your...of financial services industry or sales experience **Skills:** + Client Experience Branding + Client Solutions… more
- Bank of America (Corte Madera, CA)
- … Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank ... Credit Solutions Advisor - Corte Madera, CA...Credit Solutions Advisor - Corte Madera, CA - Bilingual Spanish...utilizing laptop technology. + Bilingual Spanish Preferred **Skills:** + Client Management + Client Solutions … more
- IBM (San Francisco, CA)
- …* Working closely with client teams to understand their needs and offer solutions and design * Build up best practices within the Oracle Cloud ERP Financials ... Director and Sales Team, design and propose realistic, implementable solutions that incorporate client requirements, software capability...practices and share with team. * Act as senior client -facing advisor on designs and best practices.… more
- EPAM Systems (San Jose, CA)
- …trends, especially in AI, and translate them into actionable business strategies and client solutions + Act as a strategic advisor and client partner to ... You excel at building relationships with senior stakeholders, acting as a trusted advisor and client partner, and leading high-performing teams. If this sounds… more
- Bank of America (Oakland, CA)
- Financial Solutions Advisor - Oakland/Richmond Area Albany, California;Piedmont, California; Oakland, California **To proceed with your application, you must be ... * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to… more