- Bank of America (Santa Clara, CA)
- Credit Solutions Advisor - Santa Clara Santa Clara, California **Job Description:** ** Credit Solutions Advisor II** At Bank of America, we are ... of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators **Minimum Education… more
- Atria Wealth Solutions (San Jose, CA)
- Patelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team ... San Jose CA and the surrounding areas. About Patelco Credit Union Patelco Credit Union is a...Investment Team! We are a looking for a Financial Advisor Associate (FAA) to provide retirement and investment services… more
- Bank of America (San Jose, CA)
- Business Solutions Advisor - Orchard Park Financial Center San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to ... deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job… more
- Bank of America (San Jose, CA)
- Business Solutions Advisor - Prospect Saratoga Financial Center - San Jose, CA San Jose, California **Job Description:** At Bank of America, we are guided by a ... deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job… more
- Edward Jones (San Jose, CA)
- …**If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...clients.** **Our financial advisors are valued partners, and we credit much of our success to their unique experiences… more
- Bank of America (San Jose, CA)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II San Jose, California **Job Description:** At...to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must *… more
- JPMorgan Chase (San Jose, 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 products ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- JPMorgan Chase (Palo Alto, CA)
- …existing clients. You will work closely with an established team Product and Solutions Architects to lead generate prospective tech buyers within the Digital domain ... sales goals + Drive complex contract renegotiations + Serves as a trusted advisor and client advocate, leveraging core knowledge, to recommend and promote banking… more
- JPMorgan Chase (Cupertino, CA)
- …files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor (s) prior to submission to processing. ... take complete applications, request documentation from borrowers and review with Home Loan Advisor (s). + Discuss products and pricing at the request of, or in the… more
- PNC (Sunnyvale, CA)
- …you will be based in Sunnyvale, CA. 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...Handles the origination, financial analysis, negotiation and documentation of credit and non- credit products and services. +… more
- BMO Financial Group (San Jose, CA)
- …Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship ... of our banking product experts and process all banking solutions , including checking, savings, and lending needs. As a...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- Deloitte (San Jose, CA)
- …federal credits and incentives opportunities including Research and Development tax credit /deduction analyses, New Markets Tax Credit , Qualified Opportunity ... Zones, Sustainability and Renewable Energy tax credits, and other federal credit incentive service offerings + Deliver value to clients by identifying opportunities… more
- Deloitte (San Jose, CA)
- …the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Credit + IRC section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory...assessment ("LCA") studies + Identify potential issues and propose solutions to leadership, as well as implement process improvement… more
- Deloitte (San Jose, CA)
- …the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Credit + IRC section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory...at book value) + Identify potential issues and propose solutions to leadership, as well as implement process improvement… more
- JPMorgan Chase (Palo Alto, CA)
- …managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients on all aspects of their balance ... thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business… more
- Wells Fargo (San Leandro, CA)
- …and cloud migrations. **In this role, you will:** + Act as an advisor to leadership to develop or influence applications, network, information security, database, ... in-depth evaluation across multiple areas or the enterprise, delivering solutions that are long-term, large-scale and require vision, creativity, innovation,… more
- BMO Financial Group (San Jose, CA)
- …or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine....equivalent combination of education and experience. + If a Credit Qualifiable job, Credit Qualifications and associated… more
- City National Bank (San Jose, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products ... insights from data to provide sound financial advice (strategies, products / solutions ); conduct discovery activities with existing clients to grow current book eg,… more
- City National Bank (Sunnyvale, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products ... insights from data to provide sound financial advice (strategies, products / solutions ); conduct discovery activities with existing clients to grow current book eg,… more
- Citigroup (San Carlos, CA)
- …profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client ... support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial… more