3 senior policy advisor jobs at 3 companies in Tracy, CA
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Wealth Management Advisor II
San Francisco or Sacramento or San Jose or Fresno or Bakersfield or Palo Alto
$122k-$262k/yrOnsiteFull Time
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
8+ YOE8+ years financial services sales/client experience; bachelor’s or equivalent; industry certifications (CFP/CFA/CPWA or JD/CPA) required within policy; NMLS and state life and health insurance licenses; strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
University of California, Berkeley: Public research university offering undergraduate and graduate education.
Bachelor's degree or equivalent experience; advanced advising expertise, supervisory authority, policy and project management skills, financial administration experience, and strong communication and problem-solving abilities.