CPA Licensed Relationship ManagerVirtualVocations • Fontana, California, United States
CPA Licensed Relationship Manager
VirtualVocations • Fontana, California, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Relationship Manager - Private Wealth & Tax Solutions.
Key Responsibilities
Develop, nurture, and manage relationships with Strategic Partners and their clients
Convert qualified leads into active Strategic Partners through consultative selling
Maintain and grow assigned client and Strategic Partner portfolios, focusing on retention and satisfaction
Required Qualifications
Minimum 7+ years in private wealth management, tax planning, or related advisory disciplines
CPA credential or significant accounting / tax background strongly preferred
Demonstrated success in business development with high-net-worth individuals and families
Experience with tax strategy development and wealth preservation
Proven track record of managing complex client relationships
serp_jobs.job_alerts.create_a_job
Relationship Manager • Fontana, California, United States
Job_description.internal_linking.related_jobs
At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community.For more than 35 years, we've been committed to making dreams come true for independent car dealers.AFC's ...serp_jobs.internal_linking.show_more
At Rula, our mission is simple : .We partner with a nationwide network of licensed clinicians committed to delivering compassionate, effective care for individuals, couples, and families.We make thi...serp_jobs.internal_linking.show_more
APPLICANT MUST RESIDE IN THE U.TO BE CONSIDERED FOR THIS POSITION, ALL OTHER APPLICANTS WILL BE IMMEDIATELY DISQUALIFIED • Are you ready to join the forefront of AO’s unparalleled growth in th...serp_jobs.internal_linking.show_more
Relationship Manager - Commercial (C&I) Inland Empire Market.The Relationship Manager - Commercial (C&I) Inland Empire market is responsible for creating, developing, and managing commercial bankin...serp_jobs.internal_linking.show_more
Commercial Banking Relationship Manager.At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.We are dedica...serp_jobs.internal_linking.show_more
Title : Account Manager - Commercial Lines.Arizona, California, Montana, Nevada, Washington.Please note : If this position is posted as either fully remote and / or hybrid, in accordance with company p...serp_jobs.internal_linking.show_more
At AFC (Automotive Finance Corporation), we fuel the entrepreneurial dream in our community.For more than 35 years, we've been committed to making dreams come true for independent car dealers.AFC's...serp_jobs.internal_linking.show_more
More than 130 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goals.
Our financial strength and stability are key rea...serp_jobs.internal_linking.show_more
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
Commercial Relationship Manager.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
General Function : Responsible fo...serp_jobs.internal_linking.show_more
Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
Responsible for profitable bus...serp_jobs.internal_linking.show_more At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more 
Business Banking Relationship Manager.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communiti...serp_jobs.internal_linking.show_more
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory...serp_jobs.internal_linking.show_more
Essential Duties and Responsibilities (include but are not limited to) : .Assist Wealth Management clients with general service needs and inquiries.
use available resources to ensure all aspects of c...serp_jobs.internal_linking.show_more
Consumer Relations Representative.We're the risk-takers, the trailblazers, the game-changers.We're not perfect, and we don't pretend to be.
We're raw, unfiltered, and a bit unconventional.But our dr...serp_jobs.internal_linking.show_more
Provider Relations Manager (Inland Empire).Provider Relations – Alpha Care.We are currently seeking a highly motivated Provider Relations Manager to specialize in building and maintaining rel...serp_jobs.internal_linking.show_more
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_more Consumer Relations Representative (Temp Only).We're the risk-takers, the trailblazers, the game-changers.We're not perfect, and we don't pretend to be.
We're raw, unfiltered, and a bit unconventiona...serp_jobs.internal_linking.show_more Business Banking Relationship Manager.Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals.
They approach each and every day w...serp_jobs.internal_linking.show_more
Relationship Specialist
AFC • Mira Loma, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Marriage and Family Therapist (LMFT)
Rula Health • Sun City, CA, United States
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Client Relationship Manager
American Income Life AO • San Bernadino, CA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Relationship Manager - Commercial (C&I) Inland Empire market
Default Brand • Riverside, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Relationship Specialist
Umpqua Bank • Irvine, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Commercial Lines Account Manager : Dealerships (Remote)
Insurance Office of America • Aliso Viejo, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30
Relationship Specialist
OPENLANE • Riverside, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Relationship Consultant
Banner Bank • Rancho Cucamonga, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Relationship Manager I - Business Banking
PNC • Hemet, CA, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Commercial Relationship Manager
Fifth Third Bancorp • Ontario, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Commercial Relationship Manager - Inland Empire, California
Fifth Third Bank • Ontario, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Relationship Mgr II - Healthcare Business Banking
PNC • Riverside, CA, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Business Banking Relationship Manager 2
U.S. Bancorp • Rancho Cucamonga, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Relationship Director
CliftonLarsonAllen • Irvine, CA, US
serp_jobs.job_card.temporary
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Client Relationship Manager - Hybrid (Irvine, CA)
OneDigital • Irvine, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Consumer Relations Representative
Monster Beverage • Corona, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Provider Relations Manager
Astrana Health, Inc. • Riverside, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Relationship Consultant (Banker) - Claremont, CA (30hrs)
U.S. Bank • Claremont, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Consumer Relations Representative (Temp Only)
Monster Beverage • Corona, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Business Banking Relationship Manager 3
U.S. Bancorp • Rancho Cucamonga, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted