- Bank of America (Santa Clarita, CA)
- Merrill Financial Solutions Advisor - Pasadena Central Valley Market Pasadena, California;Fresno, California; Santa Clarita, California; Visalia, California; ... providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this...Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will… more
- Thrivent Financial (Santa Clarita, CA)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a ...500 company that offers a full range of expert financial solutions , serving more than 2 million… more
- Bank of America (Santa Clarita, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America… more
- US Bank (Sylmar, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's… more
- Morgan Stanley (Sherman Oaks, CA)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan… more
- Equitable (Woodland Hills, CA)
- …industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a ... a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout… more
- US Bank (Woodland Hills, CA)
- …educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. US ... and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term… more
- Citigroup (La Canada Flintridge, CA)
- …banking, credit and investment needs and goals in order to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- City National Bank (Commerce, CA)
- …providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on managing ... the CNB exemplary level of service, identifying and promoting solutions to client needs, and actively embracing the Bank's...**What you will do** + People leadership & talent development - coach team to deliver meaningful interactions with… more
- BMO Financial Group (Sherman Oaks, CA)
- …Oaks. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an ... value for all stakeholders. + Attracts, retains, and enables the career development of top talent. + Improves team performance, recognizes and rewards performance,… more
- Medtronic (Northridge, CA)
- …the matrix partnership between Diabetes OU and GOSC and acts as a key strategic advisor to the Diabetes VP Operations and works closely with the GSOC finance team ... needed and engage other leaders to achieve strategic and financial goals. The Director of Finance will be responsible...to make their lives easier. Our portfolio of innovative solutions are designed to provide customers greater freedom and… more
- ADP (Woodland Hills, CA)
- …(HRO).** + **_Are you ready for your next best job where you can elevate your financial future?_** + **_Are you looking to grow your career with a formal career path ... works with both new and existing clients to sell human resources solutions , making employees' lives better with high-quality benefits offerings across the… more
- Lockheed Martin (Palmdale, CA)
- …of Capture, Contracts, Planning, and Finance disciplines\. Candidate will be an advisor to both the internal and external Customers overseeing a high performance ... strategies align with corporate and business area strategic objectives and achieve financial business goals\. They will prepare and present the program's … more
- Clay Lacy Aviation (Van Nuys, CA)
- …with clients, understanding their business needs, and delivering strategic solutions that drive operational efficiency, value, and continuous improvement. This ... Build and maintain strong relationships with clients, serving as their trusted advisor . + Understand client business objectives and challenges and propose tailored … more