Texas Licensed Relationship ManagerVirtualVocations • Oxnard, California, United States
Texas Licensed Relationship Manager
VirtualVocations • Oxnard, California, United States
job_description.job_card.1_day_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 (Southwest Region).
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 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 and relationship management with high-net-worth individuals
Experience in tax strategy development, business succession planning, or estate planning
Background in managing complex client relationships and converting prospects into partnerships
serp_jobs.job_alerts.create_a_job
Relationship Manager • Oxnard, California, United States
Job_description.internal_linking.related_jobs
Business Banking Relationship Manager.Mechanics Bank is currently searching for a Business Banking Relationship Manager to join our team.
Here at Mechanics Bank, we value connection, partnership, lo...serp_jobs.internal_linking.show_more
Client Relationship Consultant.Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide ...serp_jobs.internal_linking.show_more
Stinger Management , a dynamic sales and customer acquisitions firm in Los Angeles , is looking for an entry level Business Account Manager to join our team.
This Business Account Manager role is an...serp_jobs.internal_linking.show_more The Senior Relationship Manager (RM) manages and grows a large and complex portfolio of middle market companies with revenues ranging from $50 million to $1 billion.
The North LA market consists of ...serp_jobs.internal_linking.show_more 
Personal Lines Account Manager.Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown is seeking a ...serp_jobs.internal_linking.show_more)
Hybrid Real Estate and Mortgage Consultant — remote position.Join Satori Mortgage (NMLS : 4190) as a Dually Licensed Agent to operate in both Real Estate and Mortgage domains, expanding your profess...serp_jobs.internal_linking.show_more
Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ...serp_jobs.internal_linking.show_more
Bank Of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving...serp_jobs.internal_linking.show_more
Personal Lines Account Manager - Insurance - REMOTE - Must reside in PST zone.Individual should be be self-motivated, organized and have great communication skills.
This agency has an excellent comp...serp_jobs.internal_linking.show_more Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ...serp_jobs.internal_linking.show_more 
This Jobot Job is hosted by : Christina Finster.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary : $140,000 - $185,000 per year.Our client i...serp_jobs.internal_linking.show_more
Title : Account Manager - Commercial Lines.Please note : If this position is posted as either fully remote and / or hybrid, in accordance with company policy, individuals residing within a 50-mile radi...serp_jobs.internal_linking.show_more
Entry Level Business Account Manager.Stinger Management, a dynamic sales and customer acquisitions firm in Los Angeles, is looking for an entry level Business Account Manager to join our team.This ...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 Client Relationship Consultant.Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide ...serp_jobs.internal_linking.show_more 
Client Relationship Consultant.Bank, we are 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 ...serp_jobs.internal_linking.show_more
The FRM will be responsible for the management of defined accounts in a specified geographic region within the Neurology and Rare Disease therapeutic area, specifically supporting the Customer's as...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 Bank of America Financial Center Position.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Responsible Growth is how w...serp_jobs.internal_linking.show_more 
Location : Santa Barbara Cottage Hospital (Hybrid).Please note, pay rates for non-physician positions are determined based on related years of experience and internal equity.Physician compensation i...serp_jobs.internal_linking.show_more
Business Banking Relationship Manager
Mechanics Bank • Santa Barbara, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Relationship Consultant 2 (Banker) - Channel Islands - Port Hueneme, CA
U.S. Bancorp • Port Hueneme Cbc Base, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Business Account Manager- B2B
Stinger MGMT Group • Thousand Oaks, CA, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Senior Relationship Manager - ICG Middle Market
U.S. Bancorp • Santa Barbara, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Personal Lines Client Account Manager
Brown & Brown • Carpinteria, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Hybrid Real Estate and Mortgage Consultant
Satori Mortgage (NMLS : 4190) • Thousand Oaks, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Branch Manager Santa Barbara Ventura District (Remote - hybrid)
WELLS FARGO BANK • SANTA BARBARA, California, United States of America
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Relationship Banker, Central Coast Market
Bank of America • Santa Barbara, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Personal Lines Account Manager
Gpac • Thousand Oaks, California, United States
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Wells Fargo - Branch Manager Santa Barbara Ventura District (Remote - hybrid)
WELLS FARGO BANK • SANTA BARBARA, California, United States of America
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
General Liability Attorney
Jobot • Thousand Oaks, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Commercial Account Manager - Transportation (Remote)
Insurance Office of America • Santa Barbara, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30
Business Account Manager- B2B
Stinger Management • Newbury Park, 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 • Santa Barbara, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30
Client Relationship Consultant 3 (Banker) - Albertsons - Newbury Park, CA
U.S. Bancorp • Newbury Park, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Relationship Consultant 3 (Banker) - Albertsons - Newbury Park, CACategoryBranch BankingJob Id2025-0022770LocationNewbury Park, CA, United StatesPosting Start Date09 / 16 / 2025Anticipated Posting End Date09 / 25 / 2025Job TypeFull time
US Bank • Newbury Park, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Field Reimbursement Manager
Syneos Health / inVentiv Health Commercial LLC • Thousand Oaks, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Marriage and Family Therapist (LMFT)
Rula Health • Santa Barbara, CA, United States
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Relationship Banker - Central Coast area
Bank of America • Santa Barbara, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Director, Contracting
Cottage Health • Santa Barbara, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted