- JPMorgan Chase (Salinas, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will 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 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
- BMO Financial Group (San Jose, 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 (Aptos, CA)
- Financial Solutions Advisor Registration Candidate- Aptos Financial Center Aptos, 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... Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management *… more
- Bank of America (Capitola, CA)
- … Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank ... Credit Solutions Advisor - 41st & Capitola...Credit Solutions Advisor - 41st & Capitola Financial Center -...applications and previous experience utilizing laptop technology. **Skills:** + Client Management + Client Solutions … 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 (San Jose, CA)
- Financial Solutions Advisor - Evergreen Village Financial Center San Jose, California **To proceed with your application, you must be at least 18 years of age.** ... Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management + Causation Analysis… more
- CRC Insurance Services, Inc. (San Jose, CA)
- …and external stakeholders, providing technical training and support, and analyzing client needs to recommend appropriate technology solutions . The Trainer ... * Demonstrate adaptive training styles to target audience's capabilities/skills during regular client trainings and demos. Ability to educate client through… more
- Columbia Bank (San Jose, CA)
- …support and advisors' business by providing a turn-key approach to LTC and Insurance solutions . **About the Role:** A Senior Wealth Advisor is an experienced ... a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our...management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of… more
- Edward Jones (San Jose, 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 (Carmel, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- JPMorgan Chase (San Jose, CA)
- …account reviews to monitor the ongoing suitability of investments and activities in client accounts. + Conduct Advisor book reviews to identify trends or ... goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory… more
- US Bank (Aptos, CA)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- Robert Half Finance & Accounting (San Jose, CA)
- …to Michelle Espejo via email or LinkedIn for additional information or questions. Tax Advisor | Wealth Management| San Jose Our client is a growing wealth ... thoughtful, full-service advice. Known for its collaborative culture and client -first mindset, the firm is expanding its tax advisory...tax advisory offering to meet rising demand. This Tax Advisor role is a chance to help build a… more
- BMO Financial Group (San Jose, CA)
- …comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and ... plan in collaboration with the lead relationship manager. + Determines client needs and provides solutions though the sales of managed products and services. +… more
- EPAM Systems (San Jose, CA)
- …meetings and presentations + Build and maintain strong, consultative relationships with key client stakeholders, serving as a trusted advisor + Support the ... and accelerate your career? EPAM is seeking a **Senior Client Engagement Manager** to play a pivotal role in...Employee Assistance Program + Unlimited access to LinkedIn learning solutions + Matched 401(k) Retirement Savings Plan + Paid… more
- Deloitte (San Jose, CA)
- …meet each client 's unique requirements. What we do Our Industry Solutions offering provides verticalized solutions that transform how clients sell products, ... technology enablement, and regulatory compliance initiatives for life sciences clients. + Client Engagement: Serve as a trusted advisor to clients, understanding… more
- Deloitte (San Jose, CA)
- …and consult on tax and technical issues. + Serve as a trusted advisor by managing client relationships, delivering consultative services, and consistently ... managing client relationships and the ability to develop customized solutions to meet client needs with the ability to prioritize tasks, work on multiple… more