- Bank of America (Canoga Park, CA)
- Credit Solutions Advisor - Canoga Park Canoga Park, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators **Minimum Education… more
- Bank of America (Newport Beach, CA)
- …the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators **Minimum ... grow client and market share + Understands lending processes and credit guidelines to best develop solutions for each client's needs + Manages daily client and… more
- Bank of America (Sherman Oaks, CA)
- …the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner ... needs of both individual and small business clients, offering appropriate solutions , and connecting clients to specialists. Key responsibilities include deepening… more
- Bank of America (Sherman Oaks, CA)
- Business Solutions Advisor - Riverside Woodman Financial Center Sherman Oaks, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Sherman-Oaks/Business- Solutions - Advisor Riverside-Woodman-Financial-Center\_25046161-2) **Job Description:** At Bank of… more
- Edward Jones (Santa Ana, CA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences… more
- Edward Jones (Long Beach, CA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- PNC (Irvine, CA)
- …Banking organization, you will be based in Los Angeles, CA. Client Solution Advisor (CSS) provides support to Underwriters (UW), Credit Products Specialists ... critical compliance with policies, procedures, and risk avoidance. As a Client Solution Advisor , you will be responsible for supporting 3-5 Underwriters. You are the… more
- Bank of America (Newport Beach, CA)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II Newport Beach, California **To proceed with...to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must *… more
- JPMorgan Chase (Irvine, CA)
- …in building that experience, this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will ... * Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their...outcomes for all clients + * Ensure that proposed solutions fulfill clients' needs and objectives in the short,… more
- KeyBank (Newport Beach, CA)
- …mission is to help clients and communities thrive. CDLI provides capital solutions for affordable housing and community development projects in urban and rural ... housing can leverage CDLI's broad, fully integrated platform, including solutions such as: construction; acquisition; bridge-to-re-syndication and preservation loans;… more
- Wells Fargo (Woodland Hills, CA)
- …full balance sheet solutions and deposit balances + Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or ... skills, deep financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director will work closely… more
- KeyBank (Newport Beach, CA)
- …strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and ... and risk management goals through portfolio management activities including credit monitoring, file maintenance, on-going covenant compliance verification, business… more
- KeyBank (Newport Beach, CA)
- …IPG** About the Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, ... and developers. Sr Relationship Managers provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and… more
- Deloitte (Costa Mesa, CA)
- …the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Credit + IRC section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory...assessment ("LCA") studies + Identify potential issues and propose solutions to leadership, as well as implement process improvement… more
- Deloitte (Costa Mesa, CA)
- …the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Credit + IRC section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory...at book value) + Identify potential issues and propose solutions to leadership, as well as implement process improvement… more
- Wells Fargo (Irvine, CA)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Wells Fargo (Irvine, CA)
- …for this role. **In this role, you will:** + Act as an advisor to leadership to develop or influence applications, network, information security, database, operating ... in-depth evaluation across multiple areas or the enterprise, delivering solutions that are long-term, large-scale and require vision, creativity, innovation,… more
- US Bank (Brea, CA)
- …they want to lead. They have access to an expansive set of products and solutions to better serve our business clients today and into the future. This position ... to the bank through strong business development and prospecting. + Be the primary advisor for our business clients. + Build, develop, enrich and manage new and… more
- City National Bank (Commerce, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products ... insights from data to provide sound financial advice (strategies, products / solutions ); conduct discovery activities with existing clients to grow current book eg,… more
- CDM Smith (Irvine, CA)
- …compliance with company policies and procedures. This role will be an advisor to business leaders for matters regarding talent initiatives, employee relations, ... to meet evolving business needs. * Serve as a trusted advisor on employee relations matters, managing conflict resolution, disciplinary actions, grievances,… more