- Bank of America (San Jose, CA)
- Financial Solutions Advisor - Consumer Investments- Prospect-Highway 85 Financial Center San Jose, California **Job Description:** At Bank of America, ... 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 (Menlo Park, CA)
- Financial Solutions Advisor Registration Candidate - Consumer Investments- Menlo Park Financial Center Menlo Park, California **Job Description:** At ... 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
- PNC (Fremont, CA)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Freemont, CA. ... Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic… more
- Deloitte (San Jose, 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 (San Jose, 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
- BMO Financial Group (Santa Clara, CA)
- …a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for ... + Acts as the primary client contact to uncover financial needs and provide meaningful solutions in...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- City National Bank (Sunnyvale, 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
- PNC (Sunnyvale, CA)
- …Bay Area withing our Northern California Market. PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a ... trusted advisor within a fast-paced, dynamic environment you will leverage...revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit… more
- BMO Financial Group (Fremont, CA)
- …opportunities to key partners. US Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair ... programs / products to maximize client opportunities across BMO. + Develops solutions and makes recommendations based on an understanding of the business strategy… more