Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
Supports development and analysis of depository and credit information; prepares credit authorizations and collateral analysis; sources new business; manages loan and deposit relationships; uses Salesforce to deliver client service.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Engage clients to educate on self-service banking, manage lobby traffic and cash transactions, build relationships, identify financial solutions, and meet sales goals; must work weekends/extended hours.
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
1+ YOEBachelor's with 1 year banking/financial services or HS/GED with 5 years experience. Preferred retail branch experience, client relationship building, organizational and communication skills.
WaFd BankNasdaq: WAFD: Provides consumer and commercial banking and lending services.
7+ YOEBachelor's or equivalent, 7+ years relationship management experience, strong commercial lending and negotiation skills, knowledge of loan documentation and treasury solutions, self-motivated and production-oriented.
Vanguard: Provides mutual funds, ETFs, and investment management services.
5+ YOE5+ years related experience; recordkeeping/retirement plan administration savvy; Series 6 and Series 63 required; undergraduate degree or equivalent (graduate preferred); strong executive relationship and consultative skills.
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
$150k-$175k/yrHybridFull Time
Osaic: Provides wealth management services to independent financial advisors.
12+ YOEMinimum 12 years in wealth management, 5+ years building advisor relationships, proven team management, strong communication, bachelor's preferred (high school required), knowledge of advisor tools, and ability to drive growth and retention.
Proven client relationship or customer success experience, project management, Microsoft Office proficiency, bachelor’s degree preferred, willingness to travel as needed.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years customer service experience, 1+ year building customer relationships; FINRA Series 6 and 63 and state insurance license required; SAFE registration and strong communication skills.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
5+ YOEBachelor's in finance-related field, 5+ years commercial banking or lending experience, credit analysis and underwriting ability, business development and relationship management skills, ability to travel to client locations.
Tata Consultancy ServicesNational Stock Exchange of India: TCS: Global provider of IT services, consulting, and business solutions.
18+ YOEBachelor's degree; 18+ years in technology consulting/digital transformation; stakeholder and sales experience; presales and business development in Data, Analytics & AI; proven senior relationship management.
Servbank: Provides personal banking, mortgage subservicing, and community financial products.
5+ YOEMinimum 5 years in cash management, sales, or relationship management; strong treasury product, credit/risk, overdraft and pricing knowledge; proven sales/negotiation skills and excellent communication.
Chicago or Austin or Dallas or Houston or Irvine or Los Angeles or Phoenix or Portland or Salt Lake City or San Diego or San Francisco or San Ramon or United States
$100k-$250k/yrRemoteFull Time
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
5+ YOE5+ years retirement-industry client-facing experience, strong relationship management, ERISA/IRS knowledge, FINRA S6 & S63 and Life & Health licenses required within hire windows, travel up to 30%.
Arizona or Tempe or Missouri or St. Louis or United States
HybridFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Bachelor's degree or equivalent experience; proficiency with Microsoft Office 365; 5+ years financial services or client support experience preferred; Series 7 and 66 advantageous; strong communication and problem-solving skills.
Microsoft Office 365, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
1+ YOEHigh school diploma or GED, 1+ year in financial services or B2B sales, availability for ~3 Saturdays/month and occasional Sundays, in-office first 90 days, strong communication and strategic skills.
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
1+ YOE1+ year related experience in treasury management sales or branch operations, high school diploma required (bachelor's preferred), knowledge of deposit and treasury products, regulatory compliance awareness, MS Office proficiency, strong communication and organizational skills.
Dallas or Indianapolis or Atlanta or Phoenix or Detroit or Texas or Oklahoma or Louisiana or Arkansas
FieldFull Time
McGuire Sponsel: Provides specialized tax consulting and advisory services for businesses.
3+ YOEBachelor's degree, 3+ years B2B selling experience, proficiency with Salesforce and Microsoft Suite, valid U.S. driver\u0002s license, ability to travel up to 40%, strong communication and interpersonal skills.
Tempe or Tampa or Plano or Chicago or Palo Alto or Atlanta
$115k-$200k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
8+ YOE8+ years in relationship management or business development, experience with large corporate clients, C-suite engagement, strong communication and presentation skills, willingness to travel ~25%