- Citigroup (Pleasant Hill, CA)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
- BMO Financial Group (Walnut Creek, CA)
- …achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... We are seeking a highly successful and experienced Senior Relationship Manager for our Diversified Industries Group...One Client focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth… more
- Bank of America (Oakland, CA)
- Business Banking Senior Relationship Manager - East Bay Market Oakland, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a **Market Sales Manager** in Wealth and Investment Management as part of Wells Fargo Advisors. We are seeking a driven ... will have a proven ability to partner with leadership share best practices, new wealth management solutions and help advisors grow. Learn more about our career areas… more