- Bank of America (Brea, CA)
- Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments- Southern CA Region San Diego, California;Riverside, California; ... your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I...career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… 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, ... the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all...Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will… more
- Bank of America (Seal Beach, CA)
- Merrill Financial Solutions Advisor - Los Angeles Market Los Angeles, California;El Segundo, California; Seal Beach, California; Rolling Hills Estates, ... the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all...Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will… more
- Bank of America (Brea, CA)
- Merrill Financial Solutions Advisor - Greater Orange County Market Irvine, California;Brea, California; Newport Beach, California; Laguna Niguel, California ... the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all...Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will… more
- Bank of America (Brea, CA)
- Financial Solutions Advisor - Consumer Investments - Southern CA Region San Diego, California;Riverside, California; Irvine, California; El Cajon, ... and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business… more
- Bank of America (Glendale, CA)
- …Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year + ... Credit Solutions Advisor - Armenian Speaking Preferred...solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance,… more
- Thrivent Financial (Costa Mesa, CA)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a ...500 company that offers a full range of expert financial solutions , serving more than 2 million… more
- JPMorgan Chase (Northridge, CA)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
- Citigroup (Fullerton, 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) ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… more
- US Bank (Northridge, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's… 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
- Bank of America (Los Angeles, CA)
- …obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration ; ADV-2B Required + Obtain and/or ... results focused and effective.** **Job Description:** **he Relationship Manager supports the Financial Advisor team to further develop and enhance existing… more
- Wells Fargo (Irvine, CA)
- …Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, ... to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue...group is focused on transforming from channel-based to client-focused solutions and delivery in an effort to reduce operational… more
- Wells Fargo (Rolling Hills Estates, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Wells Fargo (Los Angeles, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- BMO Financial Group (Alhambra, 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
- Citigroup (Cerritos, CA)
- …banking, credit and investment needs and goals in order to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- Wells Fargo (El Segundo, CA)
- …the clients financial goals that require in-depth evaluation, and deliver solutions that are long-term and large-scale + Provide vision, direction, and expertise ... monitoring risk based programs to recommend settlements and unique remediation solutions + Review and analyze complex business, operational, or technical challenges… more
- WSP USA (Costa Mesa, CA)
- …our market share to fulfill our goal that WSP become the preferred, trusted advisor to our clients. + Manages local client coordination and cross-selling efforts in ... delivery and client relationship management and being a "trusted advisor ". **People & Culture** + Works with regional and...in Civil Engineering or related degree + Valid PE registration , preferably in NV, CO, NM and AZ with… more