- City National Bank (Woodland Hills, CA)
- ** FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Bank of America (Newport Beach, CA)
- …client relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in ... Growth Practice (EGP) Relationship Manager** is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client… more
- Citigroup (Fullerton, CA)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- JPMorgan Chase (Anaheim, CA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- Marathon Petroleum Corporation (Wilmington, CA)
- …Marathon Petroleum Company LP is looking for a full-time Lead Materials Management Advisor . This position will report to the Materials Management Director. The Lead ... Materials Management Advisor will be responsible for initiating and leading strategic...data analytics to support commercial initiatives to improve overall financial performance related to transportation costs of both inbound… more
- Bank of America (Van Nuys, CA)
- …Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America ... Credit Solutions Advisor - Sepulveda and Sherman Van Nuys, California...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Providence (Irvine, CA)
- **Description** **Organizational Design Advisor \*Hybrid We are seeking an experienced leader with exemplary strategic thinking, relationship management and ... analytical skills to lead our organization design efforts. The Organization Design Advisor plays a crucial role in advancing business strategy through innovative org… more
- Charles Schwab (Irvine, CA)
- …us "challenge the status quo" and transform the finance industry together.** As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... **Preferred:** + Five or more years working directly with clients in the financial services industry highly preferred **In addition to the salary range, this role… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- …including setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client(s). * Manages budgeting and tracking ... of Financial Advisor expenses. * Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to… more
- Bank of America (Irvine, CA)
- Senior Banker - Mandarin Language Preferred Irvine, California;Irvine, California; Irvine, California **Job Description:** At Bank of America, we are guided by a ... common purpose to help make financial lives better through the power of every connection....has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor… more
- WSP USA (Costa Mesa, CA)
- **This Opportunity** WSP seeks to hire a Senior Vice President to lead WSP's **Archaeology & Cultural Resources Services** in California, part of our **Earth & ... of the archaeology & cultural resources services, working with other senior practitioners and business-lines, strategically grows our market share to fulfill… more
- Deloitte (Costa Mesa, CA)
- Deal Strategy, Contracting, and Risk Support Senior Manager, Government & Public Services (GPS) The Government & Public Services (GPS), State, Local, and Higher ... team is seeking a Deal Strategy, Contracting, and Risk Senior Manager with extensive experience in supporting deal and...legal, finance and delivery to act as a strategic advisor to help manage deal flow and to optimize… more
- Deloitte (Costa Mesa, CA)
- …FCCS & ARCS Focused Senior Consultant Finance & Performance - Unlocking financial performance and enterprise value We work as trusted advisors to CFO's, COO's, ... role ends on 12/15/2024 Work you'll do As a Senior Consultant , you'll work with diverse global clients...Our Finance & Performance team works as a trusted advisor to CFOs, COOs, CIOs, and key executives. We… more
- Medtronic (Northridge, CA)
- …best practices, innovation, and cloud adoption strategies. + Serve as a trusted advisor to senior leadership, influencing cloud strategy and driving digital ... in the Life** Medtronic is looking for a highly experienced and motivated Senior Principal Cloud Architect to lead and shape our cloud infrastructure strategy and… more
- BMO Financial Group (Newport Beach, CA)
- …deliver timely solutions. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks creatively to address… more