- Bank of America (San Jose, CA)
- …client development + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor (Partially Licensed) - Silicon Valley...business-related field + Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities… more
- Bank of America (San Jose, CA)
- …business-related field. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - Silicon Valley Capital Market...**Desired Qualifications:** + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities,… more
- Bank of America (San Jose, CA)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities… more
- Deloitte (San Jose, CA)
- Today's chief financial officers (CFOs) and financial executives are being asked to improve business performance and shareholder value, along with operational ... with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects...proposal pricing strategies. + People Development: Perform role of counselor and coach; provide input and guidance into the… more
- Deloitte (San Jose, CA)
- …will end on 10/31/2024 Work you'll do As an IT Strategy Manager, you will lead and deliver complex client engagements that help refine the client's IT strategy with ... and developing add-on sales opportunities. + Performing role of counselor and coach; actively participate in staff recruitment and...at least 10+ IT diligence projects for strategic or financial clients. + Minimum of a Bachelor's degree and… more
- Deloitte (San Jose, CA)
- …and serve clients holistically. + People Development: Perform role of counselor and coach; participate in the staffing process and retention activities. ... + Business Development: Develop and maintain contacts, organize and lead pursuit teams; contribute to business development. The team At Deloitte Tax LLP, our Tax… more