- Bank of America (Garden Grove, CA)
- Financial Solutions Advisor - Consumer Investments - Lampson-Valley View Financial Center Garden Grove, California **Job Description:** The following ... 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
- Bank of America (Monterey Park, 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
- Deloitte (Los Angeles, 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 (Los Angeles, 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
- Amazon (Santa Monica, CA)
- …strong leader to help us continue to build our e-commerce and supply chain solutions . We offer a unique opportunity to join a high-visibility organization that will ... have a proven track record of working with large consumer brands across a range of categories with a...technical architectures, research, build, and deliver proof of concept solutions to pattern and guide and shape the customer… more
- The Walt Disney Company (Glendale, CA)
- …transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions . The MSR II will also promote the credit ... check cashing for credit union members. Member Needs and Financial Solutions + Proactively identify changes in...Officer)* Core Product Qualified Referrals (Checking, Certificates, MMA and Consumer Loans)* Autoland / Auto Advisor referrals… more
- JPMorgan Chase (Los Angeles, CA)
- …+ Experience in working with advisors a plus JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... financial products and the process of delivering annuity solutions + Partnering with an internal specialist, be responsible...and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial… more
- JPMorgan Chase (Los Angeles, CA)
- …to share, develop and create community together. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and… more
- PNC (Los Angeles, CA)
- …Administrator (SSA) is the trusted partner to the PNC Private Bank Leadership and Advisor teams. The Sales & Support Administrator partners with the PNC Private Bank ... advisor team to proactively manage their assigned book of...support, which will help our clients achieve and maintain financial success. The Sales & Support Administrator fulfills responsibilities… more
- BMO Financial Group (Pasadena, 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
- The Walt Disney Company (Anaheim, CA)
- …Federal Credit Union, they develop long-term relationships with Members by identifying financial needs and offering suitable solutions . The role involves ... is key, building and maintaining relationships with Members to understand their financial needs and provide appropriate solutions . Finally, they work closely… more
- Amazon (Santa Monica, CA)
- …our Media & Entertainment vertical in the United States. The CPM is a trusted advisor for our customers who can drive strategic and financial value through ... business level discussions and proposals on enterprise level strategic solutions in the Media & Entertainment domain. Domain areas...Content Production * Media Supply Chain * Direct to Consumer / Streaming * Customer Data Platform / Audience… more
- The Walt Disney Company (Burbank, CA)
- …changes in members' life events and banking needs to recommend relevant services and financial solutions to help members achieve financial success. Loan ... and nurturing long-term, profitable relationships with our members by understanding their financial needs and delivering the most suitable solutions . In addition… 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 (Los Angeles, 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
- Elevance Health (Los Angeles, CA)
- …Anthem National Account (ANA) clients which result in improved health, enhanced consumer experience, management of costs and improved productivity. Serves as lead ... drive systemic improvements related to population health and clinical solutions ; network management; reporting and analytics; implementations; and administration.… more