- City National Bank (Woodland Hills, CA)
- ** FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- JPMorgan Chase (Northridge, CA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- Wells Fargo (Woodland Hills, CA)
- …attention to detail to thrive in a dynamic environment. + Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, ... This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a… more
- BMO Financial Group (Sherman Oaks, CA)
- …achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks creatively to address… more
- City National Bank (Commerce, CA)
- …providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on managing ... new client relationships, and deepen existing client relationships; provide senior support and act as a role model to...processes + Personal & Small Business Financials - reviewing financial statements / tax returns of both individuals and… more
- The Hartford (Los Angeles, CA)
- Senior Underwriter - UH08BAUnderwriter - UH08BB We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and ... and underwriting tools as guidance* Acts as a trusted advisor to the agency* Partners with other underwriters in...to creating and promoting our products to evaluating future financial risks. We're also committed to programs that drive… more