- Southern California Edison (Westminster, CA)
- **Join the Clean Energy Revolution** Become a ** Regulatory Policy Advisor ** at Southern California Edison (SCE) and build a better tomorrow. In this role, ... you'll help develop and execute SCE's regulatory policy strategy to build the foundation...(WMP) and other public safety related proceedings. As an ** Advisor ** , you will have the opportunity to learn… more
- Bank of America (Irvine, CA)
- Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments- Southern CA Region San Diego, California;Riverside, California; Irvine, ... about helping clients reach their financial goals, join Bank of America's ** Advisor Development Program** and become an investment specialist in one of over… more
- Bank of America (Irvine, CA)
- Merrill Financial Solutions Advisor - Greater Orange County Market Irvine, California;Newport Beach, California **Job Description:** At Bank of America, we are ... Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- Bank of America (Woodland Hills, CA)
- Merrill Financial Solutions Advisor - Valley Coast Market Westlake Village, California;Santa Barbara, California; San Luis Obispo, California; Encino, California; ... Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- Bank of America (San Diego County, CA)
- Merrill Financial Solutions Advisor - San Diego Market Carlsbad, California;San Diego, California; Rancho Santa Fe, California; La Jolla, California; San Diego, ... well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- Citigroup (Chino Hills, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...leads . Manage client follow-up and adhere to all Regulatory and Compliance operating procedures . Ensure strict adherence… more
- Bank of America (Irvine, CA)
- Financial Solutions Advisor - Consumer Investments - Southern CA Region San Diego, California;Riverside, California; Irvine, California; El Cajon, California; Brea, ... capacity. + Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies...factor prohibited by law, and as such affirms in policy and practice to support and promote the concept… more
- Bank of America (Ontario, CA)
- …business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory , financial, and ... by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Additionally,… more
- Bank of America (Newport Beach, CA)
- …business objectives and contributes to market profitability by influencing Private Wealth Advisor business practices in ways that minimize regulatory , financial, ... client outcomes, partnering with the Regional Managing Director and coaching the Advisor . Their functions are related to the Regional Managing Directors overall… more
- Walmart (Chino, CA)
- …thoughts, and present in a clear, concise, and meaningful way. Acts as a trusted advisor to diverse business partners, influencing them to act as needed to move the ... goals conflict with departmental goals or overall strategy. Documents regulatory and reporting requirements. Understands the importance of and implementation… more
- Wells Fargo (Irvine, CA)
- …Fargo (wellsfargojobs.com) **In this role, you will:** + Act as an advisor to leadership to develop or influence objectives, plans, specifications, resources, and ... functional area professionals and managers across the company and serve as an expert advisor to leadership As the Custom Credit Banker, you will be responsible for… more
- Bank of America (Van Nuys, CA)
- …course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: * Has a minimum of one year demonstrated sales ... has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor...factor prohibited by law, and as such affirms in policy and practice to support and promote the concept… more
- City National Bank (Woodland Hills, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products ... and Credit policies and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client,...a profitable relationship, balancing bank and client needs. * Policy & Procedures - knowledge of CNB's policies, procedures… more
- Grant Thornton (Newport Beach, CA)
- …clients that consult on complex technical accounting matters which arise from regulatory or strategic business changes such as new accounting standards adoption, ... management to identify, assess, and deliver substantiated advice. Identify regulatory and market trends that are applicable to clients...are applicable to clients and become a trusted client advisor . Serve as an active member in the market,… more
- Citigroup (Cerritos, CA)
- …appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events ... converting referral leads. + Manage client follow-up and adhere to all Regulatory and Compliance operating procedures + Ensure that KYC/AML and other compliance… more
- Providence (Irvine, CA)
- …The Division Senior Corporate Counsel provides legal advice, strategic business consultation, policy analysis and interpretations of numerous areas of law, and ... policy recommendations. The Division Senior Corporate Counsel provides opinions...+ attending relevant Board or Governance meetings as an advisor to the governing body. + staying knowledgeable about… more
- Wells Fargo (Woodland Hills, CA)
- …communication and interpersonal skills, with a track record of effective financial advisor coaching + Strong leadership and strategic planning skills + Strong ... all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable… more
- Travelers Insurance Company (Irvine, CA)
- …Engage specialty resources as needed to achieve optimal resolution (Dial-a-doc, physician advisor , peer reviews, MCU). + Partner with Claim Professional to provide ... Ability to understand policies and contracts, as they apply to policy conditions. + Principles of Investigation: Intermediate investigative skills. Follows a… more