- Bank of America (Glendale, CA)
- Credit Solutions Advisor - Wilson and Glendale Glendale, California **Job Description:** ** Credit Solutions Advisor II** At Bank of America, we ... 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 (Los Angeles, CA)
- Credit Solutions Advisor - Pico-LA Cienaga Los Angeles, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales… more
- Bank of America (Gardena, 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 (Walnut, 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 (San Fernando, 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
- Bank of America (Pasadena, CA)
- Business Solutions Advisor - Foothill Rosemead Financial Center Pasadena, California **Job Description:** At Bank of America, we are guided by a common purpose ... deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job… 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 ... to a client or prospect. **How you'll succeed** The Private Banking Advisor 's specific focus is growth through new relationships and opportunities as well… more
- Edward Jones (Northridge, 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 (Los Angeles, 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 (Los Angeles, CA)
- Brokerage Services Financial Advisor Los Angeles, California **Job Description:** Merrill Lynch Wealth Management is a leading provider of comprehensive wealth ... life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes...permissible and non-permissible activities are described in Mortgage and Credit Policy in the Merrill Lynch Global Wealth and… more
- Southern California Edison (Rosemead, CA)
- …Revolution** Become a **Finance Integration, Business Transformation and Readiness, Senior Advisor ** at Southern California Edison (SCE) and build a better tomorrow. ... management, payables, and financial reporting. The position leads efforts to ensure solutions across Treasury, AP, and planning align with business needs and… 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 (Beverly Hills, CA)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II Beverly Hills, California **Job Description:** At...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
- US Bank (Lancaster, CA)
- …positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- Sedgwick (Los Angeles, CA)
- …to Work(R) Fortune Best Workplaces in Financial Services & Insurance Professional Liability Claims Advisor | Must reside in CA Are you looking for an opportunity to ... claims in the context of an energetic culture. + Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of… more
- JPMorgan Chase (Irvine, CA)
- …in building that experience, this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will ... * Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their...outcomes for all clients + * Ensure that proposed solutions fulfill clients' needs and objectives in the short,… more
- BMO Financial Group (Newport Beach, CA)
- …and clients, and by cross-selling Bank products and services that include credit , trust/investment and cash management. Participates and provides leadership in Bank ... industry certifications. + May advise business clients on cash management/deposits solutions . + Advises clients, where possible, on business management and other… more
- BMO Financial Group (City Of Industry, CA)
- …in Southern California. 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
- CGI Technologies and Solutions, Inc. (Los Angeles, CA)
- …You will own business development, expand market share, and deliver IT solutions that help local governments and educational institutions operate more efficiently. ... we're transforming Government** We use technical expertise and secure solutions to help government reinvent the ways of working...and deepen client relationships * Act as a trusted advisor to client executives, helping them navigate complex IT… more