- 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
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... Duties and Responsibilities:** Become trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as a team candidate, the… 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
- TIAA (Pasadena, CA)
- …established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist ... work towards well defined financial objectives. + Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship… 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
- Southern California Edison (Thousand Oaks, CA)
- …and share best practices and identify early indicators of needs that will enable the development of people solutions . As a **Senior HR Business Partner** , you ... the development , evolution, refinement, and implementation of aligned HR solutions . Provide OCM partners advice and support on OCM and communication plans.… more
- Morgan Stanley (Pasadena, CA)
- *POSITION SUMMARY:* The Chief of Staff is a strategic partner that supports a Financial Advisor /Private Wealth Advisor Team. The role provides an opportunity ... of Staff plays a critical role in enhancing the client experience for their Financial Advisor /Private Wealth Advisor team by creating, developing, and… more
- Bank of America (Pasadena, CA)
- …this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or ... drive to deliver an experience that improves our clients' financial lives. * Is confident in identifying solutions...* Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development… more
- ESPN, Inc. (Burbank, CA)
- …Finance, Communications) to proactively assess business performance and develop HR solutions that promote organizational and employee effectiveness. This role will ... also serve as an advisor to business leaders regarding HR policies and processes...HR policies and processes, including talent planning, learning and development , and performance management to promote engagement and a… 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
- ADP (Woodland Hills, CA)
- …a **Sales Representative, Major Accounts.** + _Are you ready to control your financial future with unlimited upside earnings potential?_ + _Do you want a lasting ... 999 employees. You will manage complete sales cycles, sell ADP's suite of solutions (40+ products and services) to executives, and accurately forecast your sales… 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
- TIAA (Pasadena, CA)
- …medical, cultural and government fields. We offer a wide range of financial solutions , including investing, banking, advice and education, and retirement ... Supported with a robust array of resources and solutions , The Wealth Management Advisory Consultant is part...+ Bachelor's Degree + 5+ years of experience in financial services + Prior advisor /consultant experience +… 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
- City National Bank (Beverly Hills, CA)
- …providing sound financial advice and acting as a trusted strategic advisor .Responsible for all sales functions of the assigned branch with particular emphasis on ... 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 - with the direction of the Branch Manager,… 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