- Bank of America (Salinas, CA)
- Financial Solutions Advisor- Consumer Investments - Greater Bay Region San Francisco, California;San Jose, California; Mountain View, California; Santa ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a ...money managed solutions + Recommends banking and investments strategies that align with client financial … more
- Bank of America (Carmel, CA)
- Financial Solutions Advisor Development Program- Consumer Investments - Greater Bay Region San Francisco, California;San Jose, California; Mountain View, ... your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I (FSA I)**...will help to deliver Bank of America's core banking, investment solutions and approach to client care.… more
- BMO Financial Group (San Jose, 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...- required. + Excellent understanding of personal trust and investment management - required. + In-depth knowledge of client… more
- SMBC (San Jose, CA)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices...80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of… more
- Capgemini (San Jose, CA)
- …work + Healthcare including dental, vision, mental health, and well-being programs + Financial well-being programs such as 401(k) and Employee Share Ownership Plan + ... work + Healthcare including dental, vision, mental health, and well-being programs + Financial well-being programs such as 401(k) and Employee Share Ownership Plan +… more