17 client relationship manager jobs at 10 companies in Monterey, CA
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Relationship Manager
Monterey, California, United States
$85k-$110k/yr OnsiteFull Time
Bachelor's degree in finance/business required, Series 65 required, CFP preferred, client-facing financial services experience preferred, strong organizational and communication skills.
Salesforce
3w
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Senior Business Banking Relationship Manager (LO)
Salinas, California, United States
$104k-$168k/yr OnsiteFull Time
4+ YOE4+ years banking experience, experience sourcing/managing client portfolios, knowledge of deposit/cash management, ability to assess credit and structure lending, intermediate Microsoft Office skills, LO qualification required.
Microsoft Office, Microsoft Excel
1w
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Relationship Banker - Monterey Bay Valley market
Capitola or Aptos or Santa Cruz
$25-$27/hr OnsiteFull Time
High school diploma or equivalent required. Must communicate confidently, manage cash, build client relationships, learn technology, solve problems, and work weekends or extended hours. Sales and cash-handling experience preferred.
ATM, online banking, mobile banking
1mo
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Copy of Environmental Remediation Project Manager
Santa Barbara or Oakland or San Francisco or San Jose or San Rafael
$110k-$130k/yr HybridFull Time
4+ YOEBA/BS in engineering, business, or environmental science plus 4 years relevant experience (or equivalent). Valid driver's license, US citizenship or permanent residency required. Experience managing remediation projects and client relationships preferred.
3w
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Account Manager
San Jose or San Francisco
$109k-$147k/yr OnsiteFull Time
4+ YOE4+ years sales or related experience; bachelor's in architecture/interior design or equivalent; project management familiarity; strong presentation, negotiation, and client relationship skills; valid California driver's license required.
Microsoft Word, Microsoft Excel, MillerKnoll Workplace Insights
1mo
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Senior Tax Manager
Santa Cruz, California, United States
HybridFull Time
10+ YOECPA or EA (active or willing to reactivate),10+ years public accounting/tax,experience managing and developing tax staff,client relationship management,strong technical knowledge of federal/state/local tax,proficiency with UltraTax/Axcess Tax/Lacerte.
UltraTax, Axcess Tax, Lacerte
2mo
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Sr. Manager, Wealth Advisor – Schwab Wealth Advisory
Campbell, California, United States
$168k-$228k/yr OnsiteFull Time
Manage complex client relationships, deliver holistic financial plans and tailored investment guidance; strong time management, judgment, and coaching skills. CFP or CFA, Bachelor’s degree, Series 7 and 66 (may be obtained within 120 days).
2mo
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Financial Solutions Advisor Registration Candidate - Carmel Center
Carmel, California, United States
$29-$34/hr OnsiteFull Time
1+ YOEObtain required licenses (SIE, Series 7, Series 66), build client relationships, manage time, and progress through licensed roles.
SIE, Series 7, Series 66
2w
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Financial Advisor
Campbell, California, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
2w
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Financial Advisor
Campbell, California, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
proprietary planning software
2w
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Financial Advisor
Monterey, California, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
proprietary planning software
2w
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Financial Advisor
Campbell or Wisconsin
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual's proprietary planning software
1mo
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Wealth Management Advisor - Hollister, CA
Hollister or Watsonville or Freedom
$65k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years financial sales experience (preferably with affluent clients); Series 7 and 63/65/66 and state insurance license; strong financial planning and relationship management skills.
1mo
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Event & Sales Coordinator - Leal Vineyards
Hollister, California, United States
$25/hr OnsitePart Time
Coordinate and execute events, manage sales and client relationships, create marketing content, maintain certifications, valid CA driver's license, and flexible availability including nights/weekends/holidays.
Microsoft Excel, Aisle Planner, Google Documents
2w
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Financial Advisor
Campbell, California, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)
1mo
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Deputy Tax & Accounting Leader
Santa Rosa or Santa Cruz or Cupertino or Pleasanton
$170k-$220k/yr HybridFull Time
12+ YOEActive CPA or EA, 12+ years public accounting/tax experience, proven people management, deep federal/state/local tax knowledge, client relationship experience, proficiency with professional tax software.
UltraTax, Axcess Tax, Lacerte
2mo
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Wealth Advisor, Schwab Wealth Advisory
Campbell, California, United States
$120k-$174k/yr OnsiteFull Time
Bachelor's degree and active FINRA Series 7 and Series 66 (or obtained within 120 days), CFP®/CFA preferred; strong client relationship, financial planning, time management, and communication skills; coachable and self-aware.
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