- 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
- Citigroup (Pleasant Hill, CA)
- …new recruits **Qualifications and Skills:** . 5-8 years of experience serving in a financial advisory capacity . Experience in a proactive, successful sales and ... 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