- 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 (Port Hueneme, CA)
- Advisor Development Program - Financial Solutions Advisor Trainee: Port Hueneme Financial Center Port Hueneme, California **Job Description:** ... and effective. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all...and FINRA. As an Advisor Development Program Financial Solutions Advisor Stage I… 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 (Los Angeles, 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)
- 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 (Los Angeles, 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 - Wilshire and La...solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance,… more
- Edward Jones (Tehachapi, CA)
- **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...our comprehensive training program? + Delivering personalized investment and financial solutions to your clients? + Taking… more
- Thrivent Financial (Glendale, 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 (Playa Vista, 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 (Los Angeles, 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 (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
- Bank of America (Newport Beach, CA)
- …This **Elite Growth Practice (EGP) Relationship Manager** is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing ... relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing… more
- Wells Fargo (Pasadena, 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
- Bank of America (Los Angeles, CA)
- …+ Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor (s) and Advisor Team(s) If Series 7, 63/65 or 66 or ... are guided by a common purpose to help make financial lives better through the power of every connection....EGP model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… 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
- Citigroup (Los Angeles, 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
- Veterans Affairs, Veterans Health Administration (Long Beach, CA)
- …Protection Agency (EPA). The Supervisory Healthcare Engineer is a key engineering advisor reporting directly to the Deputy Chief Engineer. The Supervisory Healthcare ... of planning, coordinating, preparing, and reviewing maintenance and repair proposed solutions and site layout designs, drawings, and technical specifications in… 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