- Bank of America (Los Altos, CA)
- Financial Solutions Advisor - Consumer Investments- Hawthorne-San Antonio Financial Center Los Altos, California **Job Description:** At Bank of ... 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
- Bank of America (Milpitas, CA)
- Financial Solutions Advisor Registration Candidate - Consumer Investments- McCarthy Ranch Financial Center Milpitas, California **Job Description:** ... skills to succeed in your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your… more
- Dow (Hayward, CA)
- Senior Technical Advisor At a glance Position:Senior Technical Advisor Primary Location:Hayward (CA, USA), California, United States of America Schedule:Full ... customers, our employees and the planet. Our people are at the heart of our solutions . They reflect the communities we live in and the world where we do business.… more
- JPMorgan Chase (Palo Alto, CA)
- …data-driven business intelligence efforts JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions ... external partners. As a Product Manager in AI Developer Solutions , you are an integral part of the team...and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial… more
- Deloitte (San Jose, 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
- Deloitte (San Jose, 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
- Galileo Financial Technologies, LLC (San Francisco, CA)
- …to supporting and expanding Galileo's suite of products, including payment processing, consumer , SMB or commercial lending solutions , card fraud detection and ... proactive risk and compliance management, and related financial technologies. As a key legal advisor , you will provide strategic guidance on complex regulatory… more
- BMO Financial Group (Fremont, 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
- Wells Fargo (San Leandro, CA)
- …a highly skilled Technology Principal Engineer to join our dynamic team within Consumer Technology and spearhead the development of our Branch and ATM Applications. ... **In this role, you will:** + Act as an advisor to leadership to develop or influence applications, network,...Lead the design, architecture, and development of virtual assistant solutions , ensuring they align with the company's strategic goals… more
- JPMorgan Chase (Palo Alto, CA)
- …Private Equity and Real Estate 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
- City National Bank (San Jose, 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
- BMO Financial Group (Fremont, CA)
- …opportunities to key partners. US Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair ... programs / products to maximize client opportunities across BMO. + Develops solutions and makes recommendations based on an understanding of the business strategy… more
- Walmart (Sunnyvale, CA)
- …a vibrant global community of sellers who expect Walmart to be a trusted advisor in helping them start and scale their businesses. You will be responsible ... data to drive decisions and outcomes + You obsess over your customers and develop solutions that delight them + You are a self-starter with a strong attention to… more
- Walmart (Sunnyvale, CA)
- …a vibrant global community of sellers who expect Walmart to be a trusted advisor in helping them start and scale their businesses. You will be responsible ... in building 0-1 capabilities that improve seller and customer experience with demonstrated financial impact + Ability to make tough decisions informed by both data… more