- Bank of America (Santa Clara, CA)
- Credit Solutions Advisor - Santa Clara Santa Clara, California **Job Description:** ** Credit Solutions Advisor II** At Bank of America, we are ... of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators **Minimum Education… more
- Atria Wealth Solutions (San Jose, CA)
- Patelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team ... San Jose CA and the surrounding areas. About Patelco Credit Union Patelco Credit Union is a...Investment Team! We are a looking for a Financial Advisor Associate (FAA) to provide retirement and investment services… more
- Edward Jones (San Ramon, CA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences… more
- Bank of America (San Jose, CA)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II San Jose, California **Job Description:** At...to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must *… more
- JPMorgan Chase (San Ramon, 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
- BMO Financial Group (San Jose, 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
- BMO Financial Group (San Ramon, CA)
- …any of our geographies. 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
- Deloitte (San Jose, 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 (San Jose, 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 (San Jose, 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 (San Jose, 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
- RELX INC (San Jose, CA)
- About the Business: LexisNexis Risk Solutions is the essential partner in the assessment of risk. Within our Business Services vertical, we offer a multitude of ... solutions focused on helping businesses of all sizes drive...Laundering/Counter Terrorist Financing, Identity Authentication & Verification, Fraud and Credit Risk mitigation and Customer Data Management. You can… more
- Deloitte (San Jose, 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
- Wells Fargo (San Jose, CA)
- …. **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Bank of America (San Jose, CA)
- …This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include ... serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and… more
- BMO Financial Group (San Jose, CA)
- …or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine....equivalent combination of education and experience. + If a Credit Qualifiable job, Credit Qualifications and associated… 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 products ... insights from data to provide sound financial advice (strategies, products / solutions ); conduct discovery activities with existing clients to grow current book eg,… more
- Anywhere Real Estate (San Jose, CA)
- …data to drive strategic direction regarding fees and profitability. Respond to credit reviews of client health and resolve open issues. Ensure billing accuracy ... and talent management, outsourcing, policy consulting and DEI mobility solutions , international assignment compensation and gross-up services, remote and hybrid… more
- Anywhere Real Estate (San Jose, CA)
- …Assistant Secretary, the successful candidate will also serve as a key advisor to the Company's external reporting, investor relations, treasury and executive ... compensation teams and will be expected to provide practical, business-focused advice and solutions . Candidates must have 8 to 10 years of experience, including 3 to… more
- San Jose State University (San Jose, CA)
- …CCTE, AACTE, and other professional organizations. + Serve as a key advisor providing expertise, oversight, and leadership to the Departments' Leadership Teams, ... and broad interactive perspective, with a readiness to develop proactive solutions + Strong problem-solving and creative thinking skills, complemented by exceptional… more