- Bank of America (Brea, CA)
- Financial Solutions Advisor - Consumer Investments - Southern CA Region San Diego, California;Riverside, California; Irvine, California; El Cajon, ... 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 (Brea, CA)
- Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments- Southern CA Region San Diego, California;Riverside, California; ... 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
- PNC (Los Angeles, CA)
- …position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. **Pay Transparency** Base Salary: ... have an opportunity to contribute to the company's success. As a Senior Banking Advisor within the PNC Private Bank organization, you will be based in Los Angeles,… more
- Citigroup (Los Angeles, CA)
- …career trajectories for junior staff + Build client relationships by providing sophisticated financial solutions tailored to the clients' needs and acting as a ... The Consumer & Retail Banker is a senior level...advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.… 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
- 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
- Bank of America (Van Nuys, CA)
- …* Partners with teams to provide financial center clients with both consumer and small business solutions , services, and strategies when uncovering personal ... (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager...drive to deliver an experience that improves our clients' financial lives. * Is confident in identifying solutions… more
- BMO Financial Group (Anaheim, 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)
- …not eligible for employer immigration sponsorship. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... 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
- City National Bank (Whittier, 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
- 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 ... & 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