- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a Financial Advisory Branch Manager - Producing in Wealth and Investment Management as part of Wells Fargo ... functions + Identify and recommend opportunities for growth of the designated branch and provide financial advice to the clients based on the required needs and … more
- Morgan Stanley (Walnut Creek, CA)
- …commercially-oriented activities . Deep understanding and familiarity with Morgan Stanley's branch network and Financial Advisors . Strong knowledge of ... Morgan Stanley is a leading global financial services firm providing a wide range of...of our culture. Reporting to the Regional Consulting Group Advisory Director, the Consulting Group Advisory Director… more
- Bank of America (San Francisco, CA)
- …for the branch offices delegated to the Private Wealth Supervision Manager . In addition to their primary functions, the Private Wealth Supervision Manager ... financial and reputational risks. In addition, the Private Wealth Supervision Manager partners with Centralized Supervision. Collectively, the branch and… more
- Citigroup (San Francisco, CA)
- …new recruits **Qualifications and Skills:** . 5-8 years of experience serving in a financial advisory capacity . Bilingual - Cantonese/Mandarin . Experience in a ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ...other compliance norms . Partner with all roles on branch team to ensure all clients have a positive… more
- PulteGroup (Pleasanton, CA)
- …in the Greater Sacramento, CA area, and report to the Pleasanton, CA branch . Primarily responsible for precontract and preapproval advisory conversations with ... through centralized mortgage operations center. Business and production relationship manager and liaison to Mortgage Operations team. PRIMARY RESPONSIBILITIES +… more