• Merrill Financial Solutions Advisor

    Bank of America (Woodland Hills, CA)
    Merrill Financial Solutions Advisor - Valley Coast Market Westlake Village, California;Santa Barbara, California; San Luis Obispo, California; Encino, ... During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you...Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management +… more
    Bank of America (11/04/24)
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  • Financial Solutions Advisor

    Bank of America (Garden Grove, CA)
    Financial Solutions Advisor - Consumer Investments - Lampson- Valley View Financial Center Garden Grove, California **Job Description:** The following laws or ... Description:** This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key… more
    Bank of America (10/26/24)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Thousand Oaks, CA)
    …of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on ... interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
    JPMorgan Chase (09/21/24)
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  • Financial Advisor - Santa Clarita…

    Thrivent Financial (Santa Clarita, CA)
    Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor more
    Thrivent Financial (10/16/24)
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  • Senior Home Lending Advisor , San Fernando…

    JPMorgan Chase (Northridge, CA)
    …have a unique opportunity to grow your career while making a significant impact on our business . As a Senior Home Lending Advisor in Chase Home Lending, you will ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer… more
    JPMorgan Chase (10/14/24)
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  • Senior Banker - Valley -Almansor Financial…

    Bank of America (Alhambra, CA)
    …Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank ... Senior Banker - Valley -Almansor Financial Center - Mandarin Required Alhambra, California...provide financial center clients with both consumer and small business solutions , services, and strategies when uncovering… more
    Bank of America (10/18/24)
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  • Salesforce Solutions Architect

    FocusKPI Inc. (Los Angeles, CA)
    FocusKPI is looking for a Salesforce Solutions Architect to join one of our clients. The Solutions Architect leads one or more work streams in complex enterprise ... knowledge, industry experience, consulting experience, and knowledge of their client's business to deliver customer return on investment. Solution Architects are… more
    FocusKPI Inc. (11/03/24)
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  • Wealth Relationship Manager - Orange County

    Citigroup (Fountain Valley, CA)
    …where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize ... contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial...the complex financial needs of the client and offer solutions through a wide range of products, services and… more
    Citigroup (09/30/24)
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