- 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 ... effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team… more
- TIAA (Newport Beach, CA)
- …established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist ... work towards well defined financial objectives. + Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship… more
- World Insurance Associates, LLC. (Irvine, CA)
- …benefits, financial and retirement services, and human capital management solutions . Position Overview Our Client Advisors bring risk management solutions ... you need to talk to us about our Client Advisor Program where you steadily build a book of...financial services. Qualifications + Previous sales experience selling solutions to business owners + Previous insurance experience can… 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 ... needs - draw insights from data to provide sound financial advice (strategies, products / solutions ); conduct...is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services… more
- Zurich NA (Anaheim, CA)
- …Our industry focus includes (not limited to) General Industries, Manufacturing, Financial Institutions, Technology, and Real Estate. Zurich Middle Markets offers end ... to end solutions for our customers inclusive of international programs. As...Demonstrating strong analytical skills and executing as an innovative advisor + Underwriting, analyzing and generating new and renewal… 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...is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services… more
- Zurich NA (Anaheim, CA)
- …problem-solving abilities. Our industry focus includes (not limited to) Financial Institutions, General Industries, Manufacturing, Technology, and Real Estate. ... Zurich Middle Markets offers end to end solutions for our customers inclusive of international programs. This...Demonstrating strong analytical skills and executing as an innovative advisor + Underwriting, analyzing and generating new and renewal… more
- HUB International (La Palma, CA)
- …matters most will be protected through unrelenting advocacy and tailored insurance solutions . Our growing team of professionals across North America represents ... the unexpected. With more than 530 HUB offices across North America and ranked 5th among the world's largest...future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates… more
- HUB International (Riverside, CA)
- …matters most will be protected - through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals ... across North America represents a broad, deep and one-of-a kind...future that combines a diverse, challenging work environment with financial security and career satisfaction. We are the perfect… more