- Bank of America (Los Angeles, CA)
- Financial Solutions Advisor - Consumer Investments- Los Angeles Region Montrose, California;San Dimas, California; Ojai, California; La Crescenta, ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Deloitte (Los Angeles, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Deloitte (Los Angeles, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Amazon (Santa Monica, CA)
- …strong leader to help us continue to build our e-commerce and supply chain solutions . We offer a unique opportunity to join a high-visibility organization that will ... have a proven track record of working with large consumer brands across a range of categories with a...technical architectures, research, build, and deliver proof of concept solutions to pattern and guide and shape the customer… more
- The Walt Disney Company (Glendale, CA)
- …transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions . The MSR II will also promote the credit ... check cashing for credit union members. Member Needs and Financial Solutions + Proactively identify changes in...Officer)* Core Product Qualified Referrals (Checking, Certificates, MMA and Consumer Loans)* Autoland / Auto Advisor referrals… more
- JPMorgan Chase (Los Angeles, CA)
- …working with advisors a plus JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, ... financial products and the process of delivering annuity solutions + Partnering with an internal specialist, be responsible...and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial… more
- JPMorgan Chase (Los Angeles, CA)
- …develop and create community together. JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of ... over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and… more
- BMO Financial Group (Pasadena, CA)
- …a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for ... + Acts as the primary client contact to uncover financial needs and provide meaningful solutions in...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- Warner Bros. Discovery (Los Angeles, CA)
- …Audit professionals who have the motivation and curiosity to explore new solutions and help improve performance. We need strategic thinkers with intellectual ... **Corporate, Finance and core enabling functions** **-** Apply your experience with financial , operational, audit and advisory projects for teams across SOX, Legal,… more
- Amazon (Santa Monica, CA)
- …our Media & Entertainment vertical in the United States. The CPM is a trusted advisor for our customers who can drive strategic and financial value through ... business level discussions and proposals on enterprise level strategic solutions in the Media & Entertainment domain. Domain areas...Content Production * Media Supply Chain * Direct to Consumer / Streaming * Customer Data Platform / Audience… more
- City National Bank (Beverly Hills, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... & deepen client relationships - generate new business and consumer client relationships within assigned client segments and expand...needs - draw insights from data to provide sound financial advice (strategies, products / solutions ); conduct… more
- City National Bank (Los Angeles, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... & deepen client relationships - generate new business and consumer client relationships within assigned client segments and expand...needs - draw insights from data to provide sound financial advice (strategies, products / solutions ); conduct… more
- EverBank (El Segundo, CA)
- …to facilitate delivery of a comprehensive suite of commercial loan and deposit solutions within an assigned territory. The ideal candidate is committed to new ... and P&L management. + Other duties as assigned. + Serves as the primary advisor for a portfolio of complex commercial relationships. + Engages Bank partners to… more