- 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 (Sacramento, CA)
- …provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding ... issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions… more
- Deloitte (Sacramento, CA)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- Bank of America (Sacramento, CA)
- Business Banking Senior Relationship Manager - Sacramento, CA Sacramento, California;Roseville, California **Job Description:** At Bank of America, we are guided by ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Morgan Stanley (Sacramento, CA)
- …assets, performance tracking, etc.) * Identifies business opportunities * Supports Financial Advisor / Private Wealth Advisor practice management through ... for new and existing clients. This role may accompany senior team members to meet with clients to evaluate...Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor … more
- Wells Fargo (Roseville, 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