- US Bank (Walnut Creek, CA)
- …clients **Preferred Skills/Experience** + Requires established network with strong relationship management , networking, and business development skills + ... Worth clients Preferred Skills/Experience - Requires established network with strong relationship management , networking, and business development skills -… more
- Bank of America (Walnut Creek, CA)
- …in our thoughts, business , and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their ... + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management +… more
- Umpqua Bank (Walnut Creek, CA)
- Trust Portfolio Manager Wealth Management Walnut Creek, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our...deliver results autonomously, and you enjoy all aspects of business development with a commitment to collaboration,… more
- Bank of America (Oakland, CA)
- …**Required Qualifications:** + 5+ years experience in commercial lending, business development , commercial credit and portfolio management in business ... Economics preferred or equivalent relevant work experience **Skills:** + Business Development + Client Experience Branding + Client Management + Client… more
- Charles Schwab (Walnut Creek, CA)
- …to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management . **What's in it for you** At ... the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over...to adapt and implement change as the market and business conditions evolve + Passion for community engagement to… more
- Citigroup (San Ramon, CA)
- …+ Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business , Cards, etc. + Keep abreast of ... consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending… more
- Citigroup (Richmond, CA)
- …+ Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business , Cards, etc. + Keep abreast of ... service skills + Self-motivated and able to work independently + Strong relationship development and management skills + Expertise of general lending products… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …education and mentorship. Requirements + 2-4+ years of relevant experience in wealth management . + CFP certification or demonstrated progress towards obtaining ... based in Marin County and San Francisco, with a commitment to a fiduciary business model. They serve clients across multiple states with a focus on comprehensive… more
- Anywhere Real Estate (San Rafael, CA)
- …to support local real estate agents by helping them build their business using Coldwell Banker's industry-leading programs and technology products. This position ... our Core 4 (agent production, coaching, culture and helping them build personal wealth ) + Helping real estate sales agents create a digital marketing strategy using… more