- 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
- 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
- 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
- Bank of America (Irvine, 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
- PNC (Irvine, CA)
- …and corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning ... : PNC Private Bank offers a complete range of solutions and strategies for individuals and families with significant...to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor ,… more
- BMO Financial Group (Covina, 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
- JPMorgan Chase (Irvine, CA)
- …not eligible for employer immigration sponsorship. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... Be a trusted advisor to our Commercial Bank clients. Manage multiple...and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial… 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 (Irvine, 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
- PNC (Riverside, CA)
- …will be based in [city/state location of position].PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As ... a trusted advisor within a fast-paced, dynamic environment you will leverage...revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit… more