- BMO Financial Group (San Diego, CA)
- …issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions ... Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank products, services and… more
- HUB International (Carlsbad, CA)
- …sales and client service culture. The SRA will support the HUB Retirement & Private Wealth (RPW) sales team through marketing efforts while helping generate new ... will be led by the RPW Chief Sales Officer, Director of Sales Operations, and Business Development team. This...Benefits and Property & Casualty teams with Retirement & Private Wealth + Generate and validate prospect… more