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Search Results for Licensed Financial Specialist
Citigroup - Washington, DC
- Wm Financial Advisor
- Wells Fargo - San Francisco, California
- Accounting / Finance
- Meets with clients to collect financial information, assess investment profile and evaluate clients financial needs. Determines which financial products are suitable for the clients needs and financial circumstances. Advises clients regarding advantages and disadvantages of different financial products such as mutual funds, annuities, insurance and investments. Identifies and refers client to other financial services and specialists as may be appropriate. Provides client support, including to clients referred by other Wells Fargo channels. May conduct investment seminars to promote WFA and (see more)
- Mortgage Protection Specialist 126
- The Owens Group - San Francisco, California
- Banking / Mortgage
- Company Description: As a team member of The Owens Group you will be a part of the largest associations of agents and agencies of its kind. With representatives in all 50 states our annual financial services sales are over $100 million. This fast growth has been sustained through high customer satisfaction, innovative lead programs, referrals, and the most lucrative agent compensation program in the industry. Our secret is: we serve our clients. Our origins of organization and its relationships go back over 20 years, but we took on national prominence as a company in 2002. We have been growing (see more)
- Financial Advisor Trainee- San Francisco, CA
- BOA - San Francisco, California
- Banking / Mortgage
- OPPORTUNITY FOR ACHIEVEMENT™... At Bank of America we take great pride in creating career opportunities for our associates - and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and (see more)
- Financial Advisor Trainee- Menlo Park, CA
- Bank of America Corp. - San Francisco, California
- Banking / Mortgage
- Title: Financial Advisor Trainee- Menlo Park, CALocation: US-CA-Menlo ParkOther Locations:The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and managers. These client relationships are the base for your book of business. Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations for (see more)
- Financial Advisor Trainee- San Francisco, CA
- Bank of America Corp. - San Francisco, California
- Banking / Mortgage
- Title: Financial Advisor Trainee- San Francisco, CALocation: US-CA-San FranciscoOther Locations:The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and managers. These client relationships are the base for your book of business. Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations for (see more)
- Financial Advisor Trainee- San Mateo, CA
- Bank of America Corp. - San Francisco, California
- Banking / Mortgage
- Title: Financial Advisor Trainee- San Mateo, CALocation: US-CA-San MateoOther Locations:The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and managers. These client relationships are the base for your book of business. Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations for products (see more)
- Financial Advisor Trainee- Mill Valley, CA
- Bank of America Corp. - San Francisco, California
- Banking / Mortgage
- Title: Financial Advisor Trainee- Mill Valley, CALocation: US-CA-Mill ValleyOther Locations:The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and managers. These client relationships are the base for your book of business. Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations for (see more)
- Sales and Risk Consultant
- Marsh - San Francisco, California
- Insurance
- General Summary Manages all aspects of prospect development pre-sale through to closing and, in most cases, continues to manage the client relationship for a period of time. As appropriate, ensures a transparent transition of the client to a Client Advisor. Focuses on defining and interpreting the insurance needs of a prospect and identifying solutions to address these needs. Essential Functions Client Gathers necessary information from prospect in order to prepare comprehensive risk evaluation and proposal. Reviews the (see more)
- Project Management Leader - Foster City, CA
- Honeywell - San Francisco, California
- Management
- Job Title: Project Management Leader - Foster City, CAProfession: Construction/Maintenance/Trades -> Construction ManagementProject Management Leader - Foster City, CARequisition ID: 00182366DescriptionWe are building a world that's safer and more secure. . .More comfortable and energy efficient. . . More innovative and productive. We are Honeywell.Honeywell Building Solutions (HBS) is a strategic business unit in Automation and Control Solutions (ACS). HBS installs and maintains the systems to help keep buildings and facilities safe, secure, comfortable and cost-efficient, and is a (see more)
- Sales & Risk Consultant - Private Client Services - San Fran
- Marsh & McLennan Companies, Inc. (MMC) - San Francisco, California
- Sales / Sales Management
- Job Title: Sales & Risk Consultant - Private Client Services - San Francisco, CAProfession: Sales -> Sales Representative/Business DevelopmentDescriptionManages all aspects of prospect development pre-sale through to closing and, in most cases, continues to manage the client relationship for a period of time. As appropriate, ensures a transparent transition of the client to a Client Advisor. Focuses on defining and interpreting the insurance needs of a prospect and identifying solutions to address these needs.Client * Gathers necessary information from prospect in order to prepare (see more)
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