- Southern California Edison (Westminster, CA)
- **Join the Clean Energy Revolution** Become a ** Regulatory Policy Advisor ** at Southern California Edison (SCE) and build a better tomorrow. In this role, ... you'll help develop and execute SCE's regulatory policy strategy to build the foundation...(WMP) and other public safety related proceedings. As an ** Advisor ** , you will have the opportunity to learn… more
- Bank of America (Newport Beach, CA)
- Financial Solutions Advisor Stage I -Registration Candidate - Consumer Investments - Newport Beach Financial Center Newport Beach, California **Job Description:** ... about helping clients reach their financial goals, join Bank of America's ** Advisor Development Program** and become an investment specialist in one of over… more
- Bank of America (Brea, CA)
- Merrill Financial Solutions Advisor - Greater Orange County Market Irvine, California;Brea, California; Newport Beach, California; Laguna Niguel, California **Job ... well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and… 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, California; ... Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- Southern California Edison (Pomona, CA)
- **Join the Clean Energy Revolution** Become a(n) Strategic Planning Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, ... you'll lead external/internal engagement strategy and policy related items for Ready Grid, including tracking customer...jurisdictions, and industry groups. As a(n) Strategic Planning Senior Advisor , your work will help power our planet, reduce… more
- Citigroup (Fullerton, 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) and ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...leads . Manage client follow-up and adhere to all Regulatory and Compliance operating procedures . Ensure strict adherence… more
- Bank of America (Ontario, CA)
- …business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory , financial, and ... by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Additionally,… more
- Bank of America (Newport Beach, CA)
- …business objectives and contributes to market profitability by influencing Private Wealth Advisor business practices in ways that minimize regulatory , financial, ... client outcomes, partnering with the Regional Managing Director and coaching the Advisor . Their functions are related to the Regional Managing Directors overall… more
- Walmart (Chino, CA)
- …thoughts, and present in a clear, concise, and meaningful way. Acts as a trusted advisor to diverse business partners, influencing them to act as needed to move the ... goals conflict with departmental goals or overall strategy. Documents regulatory and reporting requirements. Understands the importance of and implementation… more
- Bank of America (Fountain Valley, CA)
- …of action for the bank and its clients and abiding by all regulatory requirements **Required Qualifications:** + Minimum of one year demonstrated sales experience in ... has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor...factor prohibited by law, and as such affirms in policy and practice to support and promote the concept… more
- Fresenius Medical Center (Costa Mesa, CA)
- …service philosophy. Adheres to the FMCNA Compliance Program, including following all regulatory and FMS policy requirements. Ensure provision of quality patient ... cost-effective clinical operations in accordance with all legal, compliance, and regulatory requirements and programs. Adheres to all requirements of the FMCNA… more
- City National Bank (Woodland Hills, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products ... and Credit policies and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client,...a profitable relationship, balancing bank and client needs. * Policy & Procedures - knowledge of CNB's policies, procedures… more
- Grant Thornton (Newport Beach, CA)
- …clients that consult on complex technical accounting matters which arise from regulatory or strategic business changes such as new accounting standards adoption, ... management to identify, assess, and deliver substantiated advice. Identify regulatory and market trends that are applicable to clients...are applicable to clients and become a trusted client advisor . Serve as an active member in the market,… more
- Citigroup (Cerritos, CA)
- …appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events ... converting referral leads. + Manage client follow-up and adhere to all Regulatory and Compliance operating procedures + Ensure that KYC/AML and other compliance… more
- Providence (Irvine, CA)
- …The Division Senior Corporate Counsel provides legal advice, strategic business consultation, policy analysis and interpretations of numerous areas of law, and ... policy recommendations. The Division Senior Corporate Counsel provides opinions...+ attending relevant Board or Governance meetings as an advisor to the governing body. + staying knowledgeable about… more
- Travelers Insurance Company (Irvine, CA)
- …Engage specialty resources as needed to achieve optimal resolution (Dial-a-doc, physician advisor , peer reviews, MCU). + Partner with Claim Professional to provide ... Ability to understand policies and contracts, as they apply to policy conditions. + Principles of Investigation: Intermediate investigative skills. Follows a… more