- Bank of America (Lake Forest, CA)
- Financial Solutions Advisor - Consumer Investments - El Toro Financial Center Lake Forest, 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....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Bank of America (Newport Beach, CA)
- Financial Solutions Advisor - Consumer Investments - Newport Center Financial Center Newport Beach, 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 (Irvine, CA)
- Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Irvine Financial Center Irvine, 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
- Bank of America (Riverside, CA)
- …is responsible for managing a team that may be composed of field-based Financial Solutions Advisors. Key responsibilities include driving local strategies and ... using growth plans in Sales Force * Manages effective Financial Center Advisor recruiting strategies * Administers...drive to deliver an experience that improves our clients' financial lives + Confident in identifying solutions … more
- Synchrony (Costa Mesa, CA)
- …in Mathematics, Statistics, Decision Science or Quantitative Analysis. + Experience in consumer financial services, credit card payments, retail, fintech or ... **Role Summary/Purpose:** The **VP, Analytics - Health & Wellness Network Solutions ** role is responsible for providing strategic insights and analytics framework… more
- Deloitte (Costa Mesa, 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 (Costa Mesa, 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
- BMO Financial Group (Newport Beach, CA)
- …product and system performance, and assesses problems to develop and implement solutions . Manages product risks in compliance with legal, regulatory, and risk ... take products to market. + Acts as a trusted advisor to senior leaders for making business decisions and...execution of strategic initiatives to deliver on business and financial goals. + Determines product lifecycle. + Supports the… more
- PNC (Irvine, CA)
- …and corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning ... : PNC Private Bank offers a complete range of solutions and strategies for individuals and families with significant...to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor ,… more
- PNC (Irvine, CA)
- …and corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning ... : PNC Private Bank offers a complete range of solutions and strategies for individuals and families with significant...to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor ,… more
- BMO Financial Group (Chino, 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
- JPMorgan Chase (Irvine, CA)
- …for employer immigration sponsorship. JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of ... Be a trusted advisor to our Commercial Bank clients. Manage multiple...and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial… more
- Carrington (Anaheim, CA)
- …at the Carrington family of companies, acts as sophisticated analytics leader and advisor to the business. Responsible for developing and leading the data analytics ... business problems into applied statistical, machine learning, simulation, and optimization solutions to inform actionable business insights and drive business value… more
- EverBank (Irvine, 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