- Bank of America (Hayward, CA)
- Financial Solutions Advisor - Consumer Investments- Greater Bay Region San Francisco, California;San Jose, California; Mountain View, California; Santa ... 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
- Bank of America (Hayward, CA)
- Financial Solutions Advisor Development Program- Consumer Investments- Greater Bay Region San Francisco, California;San Jose, California; Mountain View, ... skills to succeed in your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your… more
- PNC (Fremont, CA)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Freemont, CA. ... prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers. **Work Experience** Roles at… more
- Amazon (San Jose, CA)
- …helping them to migrate existing workloads to the cloud and adopt advanced cloud-based solutions . As a trusted advisor , your ability to link technology with ... Description Join the AWS Telco Industry Solutions team in a pivotal role that redefines... team in a pivotal role that redefines the consumer experience within the telecommunications sector. As a Senior… more
- Deloitte (San Jose, 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 (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as master's in ... work. If you have a passion for improving computational applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work you'll do:… more
- BMO Financial Group (Brentwood, CA)
- …a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for ... + Acts as the primary client contact to uncover financial needs and provide meaningful solutions in...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- PNC (Livermore, CA)
- …prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers. Tech Savvy - Advise, ... from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage...of technological tools and resources allowing them to explore solutions to achieve their goals and financial … more
- SMBC (San Jose, CA)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices...80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of… more