- Bank of America (Los Alamitos, CA)
- Financial Solutions Advisor Development ...starting out, buying a home, building a family or planning for retirement. As part of our commitment, we ... helping clients reach their financial goals, join Bank of America's ** Advisor Development Program** and become an investment specialist in one of over 4,000 … more
- Bank of America (Seal Beach, CA)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your… more
- Bank of America (Newport Beach, 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...Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment… more
- Southern California Edison (Rosemead, CA)
- Job Description **Join the Clean Energy Revolution** Become a **Strategy and Corporate Development Senior Advisor ** at Edison International (EIX) and build a ... opportunities for EIX and its companies, focusing on advancing corporate/business development efforts, growth & innovation initiatives, strategic planning … more
- BMO Financial Group (Gardena, CA)
- …and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning . + Implements business development strategies to ... Provides financial and investment planning and advice...processes, enhanced analysis and/or streamlined reporting. + Supports the development and promotion of a business/group program. + Works… more
- US Bank (Sylmar, CA)
- …and applicable state insurance license Preferred Qualifications: + Extensive knowledge in financial planning , including but not limited to goals-based ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning ,… more
- Southern California Edison (Rosemead, CA)
- …think big, work smart and shine bright!** Join our team as a Quality Assurance Advisor of planning , design, and architecture of IT systems to ensure the ... and ready for the future? Become an **Information Technology Quality Assurance, Senior Advisor ** at Southern California Edison (SCE) and build a better tomorrow. In… more
- Southern California Edison (Pomona, CA)
- …works. We are building a team to lead SCE's NextGen Enterprise Resource Planning (ERP) program focused on motivating change through streamlining and modernizing our ... in the world. Become an **ERP Modernization - IT Solution Architect, Senior Advisor ** to help drive Digital Transformation, by translating complex business needs and… more
- Southern California Edison (Rosemead, CA)
- …and maintaining complex quantitative models + Experience in bidding strategy development and optimization; strategic planning and/or analysis of energy ... Job Description Join the Clean Energy Revolution Become a Resource Optimization Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In… more
- Marathon Petroleum Corporation (La Palma, CA)
- …Sourcing & Strategy Planning : + Lead the bid package process from development through PO execution and align stakeholder and Supply Chain requirements, scope of ... our people, and fosters a collaborative team environment. Opportunity: Commercial Sourcing Advisor (CSA) - L&S Projects. The CSA serves in a commercial advisory… more
- Southern California Edison (Rosemead, CA)
- …IT Software Asset Management with responsibility for documenting, analyzing, and providing financial and contract planning for the hardware and software assets, ... These include commercial-off-the-shelf software or hardware assets, cloud agreements, and software development tools. As an IT Asset Management Advisor your work… more
- Southern California Edison (Rosemead, CA)
- …and at scale. Become an **IT Enterprise Architect** - **T&D Portfolio, Senior Advisor ** at Southern California Edison (SCE) and build a better tomorrow. In this ... including system integration with our ERP platform. + Leads the development of solution design activities of the operating unit/portfolio business capabilities… more
- BMO Financial Group (Newport Beach, CA)
- …delivery of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter ... for the client. + Develops and executes the business development strategy, sales targets and the sales results for...enhancements; makes changes as required. + Uses an advisory-based financial planning approach to manage opportunities and… more
- Southern California Edison (Rosemead, CA)
- …priorities and needs, strategic objectives as well as building an understanding of financial and resource health in order to advise more strategically. You will ... people efforts In this role, you'll be held accountable for influencing the development and implementation of long- and short-term strategies and plans that will… more
- BMO Financial Group (Newport Beach, CA)
- …delivery of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter ... to resolve gaps. + Develops and executes the business development strategy, sales targets and the sales results for...enhancements; makes changes as required. + Uses an advisory-based financial planning approach to manage opportunities and… more
- Akumin (Irvine, CA)
- …serve as a financial advisor to provide operational financial analysis and planning for national operation.Operational analysis includes development ... operational action plans as needed. + Prepares analysis includes development and implementation of staffing models, route planning...and develop management plans. + As directed by the Financial Planning & Analysis Director provides research… more
- Morgan Stanley (Woodland Hills, CA)
- …as part of the overall marketing initiative * Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client ... manager research * Thoroughly understand and utilize the firm's financial planning tools to analyze complex ...conduct client meetings with or on behalf of the Financial Advisor / Private Wealth Advisor… more
- Morgan Stanley (Long Beach, 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 ... critical role in enhancing the client experience for their Financial Advisor /Private Wealth Advisor team...business goals. This dynamic leader will oversee all business planning , business development , marketing, and client relationship… more
- Edward Jones (Long Beach, 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...+ Taking an active role in the annual business planning process to assist in developing strategies for the… 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