- Bank of America (Montrose, CA)
- Financial Solutions Advisor - Consumer Investments- Los Angeles Region Montrose, California;San Dimas, California; Ojai, California; La Crescenta, ... 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
- 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
- City National Bank (Anaheim, 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