- EY (Irvine, CA)
- …all.Technology Risk Advisor - Technology Risk (IT Risk Management) - Financial Services Office (Manager) (Multiple Positions) (1501360), Ernst & Young US LLP, ... Irvine, CA. Develop Information Technology Risk Management (ITRM) solutions to help clients evaluate, define, implement and manage their technology risk, governance,… more
- Bank of America (Northridge, CA)
- Financial Solutions Advisor Development Program- Consumer Investments- Los Angeles Region Rolling Hills Estates, California;Los Alamitos, California; Los ... their financial goals, join Bank of America's ** Advisor Development Program** and become an investment...your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I… more
- Bank of America (Newport Beach, CA)
- Merrill Financial Solutions Advisor - Greater Orange County Market Irvine, California;Newport Beach, California **Job Description:** At Bank of America, we ... 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
- Edward Jones (San Clemente, CA)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...understanding of legal and regulatory requirements related to selling financial solutions + Critical thinker, problem solver,… more
- Edward Jones (Aliso Viejo, CA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... yourself at a professional crossroads, a career as a financial advisor may be the right change...our comprehensive training program? + Delivering personalized investment and financial solutions to your clients? + Taking… more
- Thrivent Financial (Costa Mesa, 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 (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...prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America… more
- US Bank (Mission Viejo, 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
- Marathon Petroleum Corporation (La Palma, CA)
- …our people, and fosters a collaborative team environment. Opportunity: Commercial Sourcing Advisor (CSA) - L&S Projects. The CSA serves in a commercial advisory ... Support Services group. The CSA's primary responsibility is to support the development , management, and execution of sourcing initiatives. This is done to minimize… more
- Amazon (Irvine, CA)
- …please visit: http://aws.amazon.com/. The AWS Migration Services group develops Migration solutions for any application or database from any source (physical, ... cloud) to AWS Customers rely on our services to provide reliable migration solutions that simplify mobilizing entire workloads and environments to AWS. We are… more
- BMO Financial Group (Newport Beach, CA)
- …and care for the client through proactive delivery of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates ... of subject matter experts to craft and execute creative solutions for the client. + Develops and executes the...for the client. + Develops and executes the business development strategy, sales targets and the sales results for… more
- TIAA (Newport Beach, CA)
- …investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of ... The Alternatives Business Development job directs the sales and distribution efforts...Family Office. + Presents the enterprise's Alternative capabilities to Financial Advisors and Investors to attract new clients and… more
- Amazon (Irvine, CA)
- …it's a big part of our heritage. AWS is looking for a Generative AI Solutions Architect who will be the Subject Matter Expert (SME) for helping customers in ... designing solutions that leverage our Generative AI services. You will...50% may be possible. Key job responsibilities - Customer Advisor - Implement, and deploy state of the art machine… more
- Edward Jones (Irvine, CA)
- …analyzing, and resolving a wide variety of issues related to personalized investment solutions , involving the financial advisor when appropriate + Desire ... the client team, working under the leadership of a financial advisor . You thrive in an inclusive...and apply legal and regulatory requirements related to selling financial solutions + Work independently with strong… more
- Amazon (Irvine, CA)
- …establish Amazon as the leader in the cloud computing space? As a partner development manager within AWS, you will have the exciting opportunity to help shape and ... with these partners to identify and build innovative industry solutions that drive transformational change within their clients. Finally,...and experience within the C-Suite to become a trusted advisor to the partners and AWS sales teams and… 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 ... of Staff plays a critical role in enhancing the client experience for their Financial Advisor /Private Wealth Advisor team by creating, developing, and… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- …branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... business summary reports and client-specific reporting as needed for review by the financial advisor . * Creates and maintains records and files utilizing Client… more
- Bank of America (Placentia, 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
- Sharp Electronics Corporation (Santa Ana, CA)
- …complete and accurate. + Interfaces with the sales team as a technical advisor during sales cycle of software workflow solutions through professional services. ... in design and implementation of complex and enterprise Production Hardware, solutions , and professional services. Provide technical support in sales presentations,… more
- Morgan Stanley (Newport Beach, 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
