- 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
- Bank of America (Tracy, CA)
- …the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner ... needs of both individual and small business clients, offering appropriate solutions , and connecting clients to specialists. Key responsibilities include deepening… 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 Ramon, 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
- Edward Jones (Oakland, CA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… 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 Ramon, 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
- 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 Lorenzo, 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
- BMO Financial Group (San Ramon, CA)
- …any of our geographies. Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains ... exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound ...are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to… 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 (Walnut Creek, CA)
- …the client who has multiple products and services + Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and ... solutions tailored to the financial needs and circumstances of...clients and deepening relationships with existing clients + Manage credit opportunities within assigned portfolio up to $40 million… 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
- 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