- Bank of America (Tustin, CA)
- Credit Solutions Advisor - Tustin Tustin, California **Job Description:** ** Credit Solutions Advisor II** At Bank of America, we are guided by a ... 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 (Irvine, 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
- Atria Wealth Solutions (Riverside, CA)
- …a Winning Team! CUSO Financial Services, LP (CFS) , in its partnership with Altura Credit Union, is seeking a Financial Advisor to assume responsibility for an ... the Riverside County area. To learn more about Altura Credit Union, visit www.alturacu.com. As a Financial Advisor... Credit Union, visit www.alturacu.com. As a Financial Advisor your responsibilities include, but are not limited to,… more
- Bank of America (Rowland Heights, CA)
- Business Solutions Advisor - Rowland Heights Financial Center - Bilingual Mandarin Required Rowland Heights, California **Job Description:** At Bank of America, ... deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job… more
- Atria Wealth Solutions (Riverside, CA)
- …CUSO Financial Services, LP (CFS) is helping in their search for a Financial Advisor via this posting on our website. Wescom Financial Services, LLC is seeking a ... Financial Advisor in the Riverside CA area. We value and...- $91,000.00 POSITION SUMMARY: + Meet with and profile credit union members in order to determine the most… more
- Edward Jones (Anaheim, 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
- 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 products ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- US Bank (Northridge, CA)
- …positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- JPMorgan Chase (Irvine, CA)
- As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans ... responsibilities:** * Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial… more
- BMO Financial Group (Newport Beach, CA)
- …in Southern California. Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains ... exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound ...are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to… more
- The Walt Disney Company (Anaheim, CA)
- …relationships with Members to understand their financial needs and provide appropriate solutions . Finally, they work closely with senior Credit Union staff ... service to Members, using consultative sales techniques to build loyalty and cross-sell Credit Union services. As a key representative of Partners Federal Credit … more
- PNC (Riverside, CA)
- …will be based in [city/state location of position].PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As ... a trusted advisor within a fast-paced, dynamic environment you will leverage...Handles the origination, financial analysis, negotiation and documentation of credit and non- credit products and services. +… more
- BMO Financial Group (San Diego County, CA)
- …Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship ... of our banking product experts and process all banking solutions , including checking, savings, and lending needs. As a...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- US Foods (La Mirada, CA)
- …steps. They regularly demonstrate courage by challenging perspectives, offering alternative solutions , and making difficult decisions to achieve optimal outcomes. A ... DUTIES & RESPONSIBILITIES:** _1. Own the execution of Area finance strategy_ * Advisor on long-term business financial and strategic planning to the Area President… more
- Deloitte (Costa Mesa, CA)
- …federal credits and incentives opportunities including Research and Development tax credit /deduction analyses, New Markets Tax Credit , Qualified Opportunity ... Zones, Sustainability and Renewable Energy tax credits, and other federal credit incentive service offerings + Deliver value to clients by identifying opportunities… more
- Deloitte (Costa Mesa, CA)
- …under the Internal Revenue Code ("IRC"), such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production ... Tax Credit + IRC section 30C Alternative Fuel Vehicle Refueling Property Credit + IRC section 1400Z Qualified Opportunity Zones + IRC section 45D New Markets Tax… more
- BMO Financial Group (Newport Beach, CA)
- …of productivity against benchmarks + Collaborates to generate ideas, identify client solutions , pursue sector marketing efforts, cover clients, and deliver timely ... solutions . + Oversees documentation and ongoing monitoring of asset...ongoing monitoring of asset and client performance. + Obtains credit concurrence and coordinates pricing approval as client advocate.… more
- Deloitte (Costa Mesa, CA)
- …under the Internal Revenue Code ("IRC"), such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production ... Tax Credit + IRC section 30C Alternative Fuel Vehicle Refueling Property Credit + IRC section 1400Z Qualified Opportunity Zones + IRC section 45D New Markets Tax… 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