- Bank of America (Canoga Park, CA)
- Credit Solutions Advisor - Canoga Park Canoga Park, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... 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 (Rowland Heights, CA)
- …held 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
- Bank of America (North Hollywood, CA)
- Business Solutions Advisor - North Hollywood North Hollywood, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/North-Hollywood/Business- Solutions - Advisor North-Hollywood\_25038494-1) **Job Description:** At Bank of… more
- CIBC (Newport Beach, CA)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new ... at the time of your interview._** **How you'll succeed** The Private Banking Advisor 's specific focus is growth through new relationships and opportunities as well… more
- Edward Jones (Santa Ana, 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 (Anaheim, 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
- JPMorgan Chase (Long Beach, CA)
- Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... impact on our business. As a Community Home Lending Advisor in Chase Home Lending, you will join a...years of proven mortgage sales experience including strong product, credit , and mortgage process knowledge and an understanding of… more
- Bank of America (Newport Beach, CA)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II Newport Beach, California **To proceed with...to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must *… more
- JPMorgan Chase (Claremont, 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
- Wells Fargo (Irvine, CA)
- …market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide ... this role:** Wells Fargo is seeking a Senior Lead Credit Vendor Program Sales Specialist to support Equpment Finance...**In this role, you will:** + Act as an advisor to senior leadership to develop or influence long-term… more
- BMO Financial Group (Newport Beach, CA)
- …Do you thrive in high-stakes environments where your expertise in credit analysis and client relationship management directly impacts financial outcomes? If ... financial situations. You will assess risk, structure deals strategically, and negotiate solutions that benefit both the client and the bank. What You'll Do:… more
- KeyBank (Newport Beach, CA)
- …mission is to help clients and communities thrive. CDLI provides capital solutions for affordable housing and community development projects in urban and rural ... housing can leverage CDLI's broad, fully integrated platform, including solutions such as: construction; acquisition; bridge-to-re-syndication and preservation loans;… more
- Wells Fargo (Woodland Hills, CA)
- …full balance sheet solutions and deposit balances + Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or ... skills, deep financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director will work closely… more
- KeyBank (Newport Beach, CA)
- …IPG** About the Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, ... and developers. Sr Relationship Managers provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and… more
- Fifth Third Bank, NA (Ontario, CA)
- …assigned clients and prospects. This position requires a strong understanding of credit , commercial products and financial statement analysis, in order to offer ... beneficial banking solutions (eg loans, treasury management, capital markets) based on...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.… more
- KeyBank (Newport Beach, CA)
- …strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and ... and risk management goals through portfolio management activities including credit monitoring, file maintenance, on-going covenant compliance verification, business… more
- BMO Financial Group (Anaheim, 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
- Columbia Bank (Pasadena, CA)
- …and internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non- credit solutions . + In partnership with the ... with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess… more
- Wells Fargo (Pasadena, CA)
- …. **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes +… more
- Deloitte (Costa Mesa, 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