- Bank of America (Mission Viejo, CA)
- Credit Solutions Advisor - Crown Valley Center Mission Viejo, California **To proceed with your application, you must be at least 18 years of age.** ... of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators **Minimum Education… more
- Bank of America (San Clemente, CA)
- Business Solutions Advisor - Talega Financial Center San Clemente, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Clemente/Business- Solutions - Advisor Talega-Financial-Center\_25039857) **Job Description:** At Bank of… more
- CIBC (Newport Beach, CA)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new ... at the time of your interview._** **How you'll succeed** The Private Banking Advisor 's specific focus is growth through new relationships and opportunities as well… more
- Edward Jones (Laguna Hills, CA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences… more
- Edward Jones (Anaheim, CA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- Bank of America (Newport Beach, CA)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II Newport Beach, California **To proceed with...to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must *… more
- JPMorgan Chase (Mission Viejo, CA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- US Bank (San Diego County, CA)
- …positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- Wells Fargo (Irvine, CA)
- …market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide ... this role:** Wells Fargo is seeking a Senior Lead Credit Vendor Program Sales Specialist to support Equpment Finance...**In this role, you will:** + Act as an advisor to senior leadership to develop or influence long-term… more
- BMO Financial Group (Newport Beach, CA)
- …Do you thrive in high-stakes environments where your expertise in credit analysis and client relationship management directly impacts financial outcomes? If ... financial situations. You will assess risk, structure deals strategically, and negotiate solutions that benefit both the client and the bank. What You'll Do:… more
- KeyBank (Newport Beach, CA)
- …mission is to help clients and communities thrive. CDLI provides capital solutions for affordable housing and community development projects in urban and rural ... housing can leverage CDLI's broad, fully integrated platform, including solutions such as: construction; acquisition; bridge-to-re-syndication and preservation loans;… more
- Wells Fargo (Newport Beach, CA)
- …full balance sheet solutions and deposit balances + Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or ... skills, deep financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director will work closely… more
- KeyBank (Newport Beach, CA)
- …IPG** About the Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, ... and developers. Sr Relationship Managers provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and… more
- KeyBank (Newport Beach, CA)
- …strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and ... and risk management goals through portfolio management activities including credit monitoring, file maintenance, on-going covenant compliance verification, business… more
- BMO Financial Group (Anaheim, CA)
- …Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship ... of our banking product experts and process all banking solutions , including checking, savings, and lending needs. As a...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- Deloitte (Costa Mesa, CA)
- …the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Credit + IRC section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory...assessment ("LCA") studies + Identify potential issues and propose solutions to leadership, as well as implement process improvement… more
- Deloitte (Costa Mesa, CA)
- …the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Credit + IRC section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory...at book value) + Identify potential issues and propose solutions to leadership, as well as implement process improvement… more
- BMO Financial Group (Newport Beach, CA)
- …or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine....equivalent combination of education and experience. + If a Credit Qualifiable job, Credit Qualifications and associated… more
- Bank of America (Newport Beach, CA)
- …This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- CDM Smith (Irvine, CA)
- …compliance with company policies and procedures. This role will be an advisor to business leaders for matters regarding talent initiatives, employee relations, ... to meet evolving business needs. * Serve as a trusted advisor on employee relations matters, managing conflict resolution, disciplinary actions, grievances,… more