- Bank of America (Salinas, 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 (Carmel, 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
- 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 (Morgan Hill, 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
- 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
- Deloitte (San Jose, 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