- Bank of America (Santa Monica, CA)
- Merrill Financial Solutions Advisor - West Los Angeles Market Los Angeles, California;Santa Monica, 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
- Bank of America (Westlake Village, CA)
- Merrill Financial Solutions Advisor - Valley Coast Market Westlake Village, California;Santa Barbara, California; San Luis Obispo, California; Encino, ... resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA)...reach wider audiences with greater appeal. * Ongoing professional development to deepen your skills and optimize your practice… more
- 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 ...500 company that offers a full range of expert financial solutions , serving more than 2 million… 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...prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America… 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 (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
- The Cigna Group (Santa Monica, CA)
- …mentor colleagues and stakeholders + Skilled at aligning technology capabilities to business solutions + Strong financial acumen and knowledge of financial ... is expected to serve as a trusted partner and advisor at all levels within the company. **DUTIES &...broad and deep perspective that spans products, platforms, and solutions and balances both sides of the coin to… more
- Citigroup (Westlake Village, 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
- JPMorgan Chase (Westlake Village, CA)
- …Private Equity and Real Estate JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of ... preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients on all aspects of… 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
- AeroVironment (Simi Valley, CA)
- …teams, focusing on both successful integration, implementation, and adoption of new IT solutions + Assists in development and overall execution of strategic ... the strategic direction for both BU specific and enterprise-wide solutions . Within their assigned Business Partner/Business unit, acts as...technology and the business + Serves as a "trusted advisor " to the BU and functions as a key… more
- Bank of America (Westlake Village, CA)
- …and supports the other Client Associates with following up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment ... are guided by a common purpose to help make financial lives better through the power of every connection....Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline… more
- Amazon (Santa Monica, CA)
- …and improve the end customer experience. Identify what is hindering growth, develop solutions , and test before scaling to benefit impacted Vendors. - Analyze data ... Proactively seek out new opportunities for customers and Vendors. Create tailored solutions and recommendations where out of the box thinking is necessary. Present… more
- AeroVironment (Simi Valley, CA)
- …control requirements including Sarbanes Oxley. + Function as an active member and financial advisor to Operations management team. Support Operations staff in ... developing and interpreting financial and non- financial performance measurements. + Monitors...Asset (CA) processes, monitor, review and assist in the development of cost estimate models and to support Estimate… more