• Wealth Management Specialist - NPD

    Bank of America (Santa Monica, CA)
    Wealth Management Specialist - NPD Santa Monica, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
    Bank of America (12/06/24)
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  • Market Sales Manager

    Wells Fargo (Woodland Hills, 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
    Wells Fargo (01/10/25)
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  • Market Sales Manager

    Wells Fargo (Los Angeles, 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 and ... 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
    Wells Fargo (01/09/25)
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  • Citi Private Bank - Investment Counselor

    Citigroup (Beverly Hills, CA)
    …communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to ... to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product… more
    Citigroup (11/11/24)
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