- Bank of America (Hollywood, CA)
- Financial Solutions Advisor - Consumer Investments- Central LA Market Los Angeles, California;Hollywood, California; West Hollywood, California; Los ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Deloitte (Costa Mesa, CA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as master's in ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Deloitte (Costa Mesa, CA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as master's in ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Bank of America (Huntington Beach, CA)
- …* Partners with teams to provide financial center clients with both consumer and small business solutions , services, and strategies when uncovering personal ... (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager...drive to deliver an experience that improves our clients' financial lives. * Is confident in identifying solutions… more
- JPMorgan Chase (Irvine, CA)
- …for employer immigration sponsorship. JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of ... Be a trusted advisor to our Commercial Bank clients. Manage multiple...and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial… more
- City National Bank (Irvine, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... & deepen client relationships - generate new business and consumer client relationships within assigned client segments and expand...needs - draw insights from data to provide sound financial advice (strategies, products / solutions ); conduct… more
- BMO Financial Group (Newport Beach, CA)
- …that can impact our client's business like commodity price fluctuations and changing consumer tastes. Our dedicated team works with our clients on their vision and ... provides the strategic advice and solutions to help them achieve it. Facilitates decisioning and...are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to… more
- Providence Digital Innovation Group (Irvine, CA)
- …startup and a technology/product incubator. Our team gathers market data on effective solutions in the health care space and then builds out a product line ... how to conceive, engineer and launch effective health care solutions . Are you ready to embark on a transformative...existing team. + Act as a trusted resource and advisor to a diverse network of colleagues. **Develop and… more
- Stantec (Irvine, CA)
- …provide strategic guidance to sectors spanning agriculture, energy, financial institutions, food and beverage, information technology, infrastructure, manufacturing, ... and opportunity assessment; decarbonization planning and program management; nature-based solutions , supply chain management, assessment and management of worker, … more
- Frontdoor (Sherman Oaks, CA)
- …internal teams to ensure the timely and successful delivery of our solutions according to customer needs. The incumbent will manage and develop partner ... build long-term relationships with real estate partners. + Develop a trusted advisor relationship with key accounts, partner stakeholders and executive sponsors. +… more
- Deloitte (Costa Mesa, CA)
- …of experience in one or more of our Commercial focus industry sectors ( Financial Services/Banking, Consumer /Transport & Hospitality) + 3+ years experience with ... Operate, AI, and Engineering. We serve as a trusted advisor and managed service provider bringing a mix of...define deliverable structure and content; facilitate buy-in of proposed solutions from top management levels at the client; direct… more