- Raymond James Financial, Inc. (Westlake Village, 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 (Oxnard, 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 ...of specialists from every facet of the organization-such as business development , marketing, technology, engagement, and experienced… more
- Bank of America (Westlake Village, CA)
- …provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work ... Merrill Financial Solutions Advisor - Valley Coast...yours! * Build connections to grow your network and business . Starting at a Merrill branch, you'll interact with… more
- Bank of America (Westlake Village, 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...portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's… more
- Elevance Health (Woodland Hills, CA)
- …send you a check, or ask you for payment as part of consideration for employment. ** Business Change Advisor Sr - Sales Incentive Plans** + Job Family: BSP > ... FL, TAMPA + IA, W DES MOINES + VA, ROANOKE + MA, WOBURN **Description** ** Business Change Advisor Sr - Sales Incentive Plans** **Location:** This position will… more
- Southern California Edison (Thousand Oaks, CA)
- …that will enable the development of people solutions. As a **Senior HR Business Partner** , you will help power our planet, reduce carbon emissions, and create ... DescriptionJoin the Clean Energy Revolution Become a **Senior HR Business Partner** at Southern California Edison (SCE) and build... objectives as well as building an understanding of financial and resource health to strategically advise. You will… more
- US Bank (Sylmar, CA)
- …Strong presentation abilities + Strong relationship management, sales, and new business development skills + Well-developed analytical and problem-solving skills ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...of the world's Most Admired Companies. With a diversified business mix and industry leading debt ratings, US Bank… more
- US Bank (Thousand Oaks, CA)
- …holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed analytical and problem-solving skills ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment… more
- US Bank (Woodland Hills, CA)
- …activities **Preferred Skills/Experience** - Excellent relationship management, networking and business development skills - Extraordinary talent for driving ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...determined the position is no longer required due to business need. Job postings in areas with a high… more
- BMO Financial Group (City Of Industry, CA)
- …clients. + Shares any information with Management received while conducting client service business that would indicate a risk or an opportunity to the Bank. + ... to facilitate the timely resolution of service problems. + Supports the development of tailored messaging, which may include writing, editing and distributing… more
- Amgen (Thousand Oaks, CA)
- …functions to advance the Rare Disease pipeline and champion and contribute to business development opportunities in the Rare Disease area. You are responsible ... sponsor for functional, cross-functional and/or corporate initiatives + Critically evaluate business development opportunities + Establish and nurture key… more
- Amgen (Thousand Oaks, CA)
- …Commercial functions to advance the Obesity pipeline and champion and contribute to business development opportunities in the Obesity area. You are responsible ... for functional, cross-functional and/or corporate initiatives. + Critically evaluate business development opportunities + Evaluate the overall benefit/risk… more
- Morgan Stanley (Oxnard, CA)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against ... standard of care. The Registered CSA assists with the development and growth of business through engaging...* Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate… more
- Edward Jones (Sherman Oaks, CA)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... see them coming a mile away. You and your financial advisor are essential in working together...informed + Taking an active role in the annual business planning process to assist in developing strategies for… more
- BMO Financial Group (Sherman Oaks, CA)
- …across Sherman Oaks. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. ... , and manages poor performance. + Leads and executes business development plans to that business...are achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . +… more
- City National Bank (Commerce, CA)
- …senior support and act as a role model to lead by example & foster a proactive business development culture within the branch + Business & Risk Management - ... through advice & solutions catered to their unique and evolving focuses + Business Development - nurture existing client relationships, develop new long-term… 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 ... company that offers autonomy to run a book of business , flexibility to make your own schedule, and gives...here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Citigroup (Westlake Village, CA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) ... seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow… more
- JPMorgan Chase (Westlake Village, CA)
- …and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. ... their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients...addition to managing and building your own book of business , you will also be responsible for developing and… more
- PennyMac (Agoura Hills, CA)
- **PENNYMAC** Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the ... **A Typical Day** The **Application Security Engineer** will work closely with development teams, product teams and other development stakeholders across the… more