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7 client relationship manager jobs at 6 companies in Soledad, CA

3w
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Relationship Manager
Monterey, California, United States
$85k-$110k/yr OnsiteFull Time
Modern Wealth Management
Modern Wealth Management: Provides personalized financial planning and investment management services.
Bachelor's degree in finance/business required, Series 65 required, CFP preferred, client-facing financial services experience preferred, strong organizational and communication skills.
Salesforce
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3w
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Senior Business Banking Relationship Manager (LO)
Salinas, California, United States
$104k-$168k/yr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
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
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1w
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Relationship Banker - Monterey Bay Valley market
Capitola or Aptos or Santa Cruz
$25-$27/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
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2mo
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Financial Solutions Advisor Registration Candidate - Carmel Center
Carmel, California, United States
$29-$34/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEObtain required licenses (SIE, Series 7, Series 66), build client relationships, manage time, and progress through licensed roles.
SIE, Series 7, Series 66
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2w
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Financial Advisor
Monterey, California, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
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
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1mo
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Wealth Management Advisor - Hollister, CA
Hollister or Watsonville or Freedom
$65k-$80k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
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.
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1mo
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Event & Sales Coordinator - Leal Vineyards
Hollister, California, United States
$25/hr OnsitePart Time
Léal Hospitality Group
Léal Hospitality Group: Produces wine and operates hospitality venues and restaurants.
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
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