- Bank of America (Santa Ana, CA)
- Financial Solutions Advisor - Consumer Investments - Southern CA Region Buena Park, California;Yucaipa, California; Anaheim, California; Laguna Niguel, ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Bank of America (Northridge, CA)
- Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region Rolling Hills Estates, California;Los Alamitos, California; ... skills to succeed in your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your… more
- Deloitte (Costa Mesa, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Deloitte (Costa Mesa, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Publicis Groupe (Irvine, CA)
- …customers, which they can use across our suite of digital media, messaging and loyalty solutions . We process 400+ billion consumer actions each day and hold many ... of strategic plans, overseeing the execution of plans and program elements, and financial management. This role will focused on Automotive Organization. + The Sr.… more
- Bank of America (Anaheim, CA)
- …+ Partners with teams to provide financial center clients with both consumer and small business solutions , services, and strategies when uncovering personal ... (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager...drive to deliver an experience that improves our clients' financial lives. + Is confident in identifying solutions… more
- JPMorgan Chase (Irvine, CA)
- …for employer immigration sponsorship. JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of ... Be a trusted advisor to our Commercial Bank clients. Manage multiple...and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial… more
- BMO Financial Group (San Diego County, CA)
- …across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory ... sales process to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works with assigned customer… more
- City National Bank (Newport Beach, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... & deepen client relationships - generate new business and consumer client relationships within assigned client segments and expand...needs - draw insights from data to provide sound financial advice (strategies, products / solutions ); conduct… more
- Experian (Costa Mesa, CA)
- …Most Innovative Companies" by Forbes Magazine. This position will be supporting the Experian Consumer Services (ECS) - a passionate team with a mission to provide ... Financial Power to All (TM) . Our portfolio offers credit education and identity protection solutions to consumers and helps businesses manage the impact of a… more
- Synchrony (Costa Mesa, CA)
- …financial services. + Minimum of 7 years if internal audit experience within financial services (ie consumer banking, credit cards). Proven experience in risk ... credit topics. + Serve as a credit subject matter advisor and technical resource for the audit department. +...performed. + Ability to objectively identify problems and recommend solutions to complex control, financial , or technical… more
- EverBank (Irvine, CA)
- …to facilitate delivery of a comprehensive suite of commercial loan and deposit solutions within an assigned territory. The ideal candidate is committed to new ... and P&L management. + Other duties as assigned. + Serves as the primary advisor for a portfolio of complex commercial relationships. + Engages Bank partners to… more