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Search Results for Financial Advisor
- Financial Advisor Associate
- Global Leader in Financial Services - Long Beach, California
- Accounting / Finance
- Job Description As a Financial Advisor (Associate), you will acquire and deepen relationships with clients through comprehensive needs based marketing and promotion of Investment products within our branch environment. You will work with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals and objectives through individual investment strategies. This position requires you to conform to legal and regulatory requirements and guidelines. You will also be required to (see more)
- Regional Sales Manager, Financial Software
- Software Company - San Diego, California
- Executive Management
- Company Description: Our client is the leading provider of software and services to the giving community worldwide. Their solutions deliver a powerful, integrated, and open framework for efficient and effective charitable giving. Their clients include Fortune 500 Companies, national and international charitable organizations, government agencies, high net worth individual donors as well as advisors and major financial institutions. Together, these tools help organizations to work with one another to raise, invest, manage and award millions of dollars in charitable spending each year. Position (see more)
- Regional Sales Manager, Financial Software
- Software Company - San Francisco, California
- Management
- Company Description: Our client is the leading provider of software and services to the giving community worldwide. Their solutions deliver a powerful, integrated, and open framework for efficient and effective charitable giving. Their clients include Fortune 500 Companies, national and international charitable organizations, government agencies, high net worth individual donors as well as advisors and major financial institutions. Together, these tools help organizations to work with one another to raise, invest, manage and award millions of dollars in charitable spending each year. Position (see more)
- Senior Hedge Fund Business Development
- Michael Page International - Long Beach, California
- Sales / Sales Management
- About the company :Growing Hedge Fund Job description :The purpose of this role is to increase sales by raising knowledge, awareness and propensity of advisors to sell hedge fund investment solutions.Seeking an experienced Institutional Sales professional - ( Director of Marketing, Director of Alternative Investment Sales, Hedge Fund Sales, Institutional Fund Raising )The Salesperson will have a strong network with ultra-high networth financial advisors, broker/dealers or experience as a wholesaler. You will be responsible for identifying and developing new business, as well as managing (see more)
- Senior Hedge Fund Business Development
- Michael Page International - Long Beach, California
- Executive Management
- About the company :Growing Hedge Fund Job description :The purpose of this role is to increase sales by raising knowledge, awareness and propensity of advisors to sell hedge fund investment solutions.Seeking an experienced Institutional Sales professional - ( Director of Marketing, Director of Alternative Investment Sales, Hedge Fund Sales, Institutional Fund Raising )The Salesperson will have a strong network with ultra-high networth financial advisors, broker/dealers or experience as a wholesaler. You will be responsible for identifying and developing new business, as well as managing (see more)
- Vice President Financial Advisor
- Global Banking and Financial Services Firm - Long Beach, California
- Management
- Responsibilities: This position provides financial solutions to current and potential customers through the services and products of Private Client Services. Execute transactions with customers and/or refer business to other areas within the Company as appropriate, in accordance with established sales goals. Complete all sales activity documentation to provide a record for performance tracking and assist in targeting future cross-sell efforts. Provide quality service in meeting customer needs, inquires and problems, Maintain contact with existing customers and referral sources on an (see more)
- Private Banking - Executive Recruiter
- Leading Global Financial Services Company - San Francisco, California
- Human Resources / Training
- Responsibilities: - Responsible for full lifecycle recruitment of Experience Hire candidates; positions range from mid to senior level individual contributors and leadership, as well as support staff - Successfully source, cold call, screen and manage the interview and offer process - Interact and build successful relationships with hiring managers and senior management to effectively develop recruiting strategies - Conduct closing interviews, administer benefits information, deliver declinations and extend offers - Identify top talent across line-of-business, geographies and (see more)
- Sales Rep, Financial
- Software Company - San Diego, California
- Executive Management
- Company Description: Our client, is the leading provider of software and services to the giving community worldwide. Their solutions deliver a powerful, integrated, and open framework for efficient and effective charitable giving. The company is committed to providing the best technology toolset for foundations, corporations, government agencies, donors, advisors and financial institutions. Together, these tools help organizations to work with one another to raise, invest, manage and award charitable currency. Position Description: Skills/Requirements As a sales representative with you will be (see more)
- Regional Sales Manager, Financial Software
- Software Company - Oakland/East Bay, California
- Executive Management
- Company Description: Our client is the leading provider of software and services to the giving community worldwide. Their solutions deliver a powerful, integrated, and open framework for efficient and effective charitable giving. Their clients include Fortune 500 Companies, national and international charitable organizations, government agencies, high net worth individual donors as well as advisors and major financial institutions. Together, these tools help organizations to work with one another to raise, invest, manage and award millions of dollars in charitable spending each year. Position (see more)
- Sales Director, Senior
- Leading Asset Management Firm - Long Beach, California
- Management
- Description The incumbent will focus on selling the company's Wealth Management's investment services to high net worth individuals primarily through face-to-face meetings and networking with various sources. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure. Once close, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer. In addition, incumbent will manage and enable development of junior associates, including Sales Officers and Sales (see more)
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