- Zions Bancorporation (San Diego, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a Credit Advisor in San Diego, CA. Essential Functions: . Coaches and advises ... the bank's credit and lending staff on effective credit analysis procedures and techniques and how an effective credit process helps ensure a successful… more
- Edward Jones (San Diego, 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 (San Diego, 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...are a valued part of our firm, and we credit much of our success to their unique experiences… more
- Navy Federal Credit Union (San Diego, CA)
- …services to achieve the financial client'sgoals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... do not endorse products or services of, Navy Federal Credit Union. Equal Employment Opportunity: Navy Federal values, celebrates,...status as a protected Veteran. Hybrid Workplace: Navy Federal Credit Union is a hybrid workplace, and details will… more
- JPMorgan Chase (Escondido, 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
- Bank of America (San Diego, CA)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II - San Diego, CA San Diego, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial… more
- Sedgwick (San Diego, CA)
- …to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Professional Liability Claims Advisor | Remote (Must Reside in California) To analyze complex or ... travel as required **Auditory/Visual** **:** Hearing, vision and talking **NOTE** **:** Credit security clearance, confirmed via a background credit check, is… more
- Wells Fargo (San Diego, CA)
- …functional area professionals and managers across the company and serve as an expert advisor to leadership As the Custom Credit Banker, you will be responsible ... **In this role, you will:** + Act as an advisor to leadership to develop or influence objectives, plans,...drives execution to deliver high-quality, and most complex, custom credit solutions to existing and new clients across the… more
- Umpqua Bank (San Diego, CA)
- …with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess ... Drives financial performance through profitable revenue and growth and quality credit . At this level, the relationship manager generally supports a portfolio… more
- Fifth Third Bank, NA (San Diego, CA)
- …assigned clients and prospects. This position requires a strong understanding of credit , commercial products and financial statement analysis, in order to offer ... customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met...+ Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets + Utilize… more
- Deloitte (San Diego, 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...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (San Diego, 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...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- BMO Financial Group (Spring Valley, CA)
- …sales process to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works with assigned customer ... target profile and create a calling plan. + Review credit applications to ensure sound credit granting...+ Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset… more
- City of Carlsbad (Carlsbad, CA)
- …land use matters. The attorney in this position will also be the legal advisor to the Planning Commission and will attend all Planning Commission meetings in that ... for its financial stability, the city maintains an AAA credit rating and has a general fund reserve balance...other legal documents; and may serve as an independent advisor to city advisory boards. Incumbents are expected to… more
- Edward Jones (San Diego, CA)
- …Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone ... them coming a mile away. You and your financial advisor are essential in working together to help your...a valued part of the client team, and we credit much of our success to their unique experiences… more
- Deloitte (San Diego, CA)
- …Each intern is assigned a mentorship team, including a counselor and onboarding advisor , to help offer guidance throughout the course of the internship. The ... senior manager, offers career guidance and feedback. The onboarding advisor is a peer level "buddy" to help answer...CPA eligible, including that you will have the required credit hours to sit for the CPA exam, upon… more
- Fiserv (San Diego, CA)
- …of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. ... differentiated customer value. This role functions as a strategic advisor to the client, providing an in-depth understanding of...years of experience in selling to large banks and credit unions. + Proven record of working with C-level… more
- Deloitte (San Diego, CA)
- …tax issues, including, for example, those involving transfer pricing, the section 41 research credit , and the section 48 investment tax credit . Our Federal Tax ... attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred + Advanced degree such as Masters of Tax, JD and/or… more
- City National Bank (San Diego County, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products ... existing clients to grow current book eg, deposits, investments, credit . * Business & Risk Management - maintain awareness...appropriate. * Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory… more
- Black & Veatch (San Marcos, CA)
- …project scope, budget, schedule, and deliverables quality + Serve as technical advisor to design teams and clients throughout project lifecycles + Participate in ... program, AD&D insurance, pre-taxed accounts, voluntary legal plan and the B&V Credit Union. Professionals may also be eligible for a performance-based bonus program.… more