- Bank of America (Carmel, CA)
- Financial Solutions Advisor Registration Candidate- Saratoga, Santa Cruz, Monterey Areas Watsonville, California;Capitola, California; Salinas, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Watsonville/ Financial - Solutions - Advisor - Registration -Candidate--Saratoga--Santa-Cruz--Monterey-Areas\_25038469-1) **Job Description:**… more
- Bank of America (San Jose, CA)
- …Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year + ... Credit Solutions Advisor - Prospect-Saratoga Financial...relationship care. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- Bank of America (Watsonville, CA)
- Financial Solutions Advisor - Saratoga, Santa Cruz, Monterey Areas Capitola, California;Salinas, California; Salinas, California; San Jose, California; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Capitola/ Financial - Solutions - Advisor --Saratoga--Santa-Cruz--Monterey-Areas\_25038470) **Job Description:** Please Note… more
- JPMorgan Chase (San Jose, CA)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
- US Bank (Aptos, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's… more
- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... 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
- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Bank of America (San Jose, CA)
- …obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration ; ADV-2B Required + CFP(R) or ... Advisor (FA) teams to provide comprehensive financial planning solutions . Key responsibilities include identifying...the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- Citigroup (San Jose, CA)
- …a client's banking, credit and investment needs and goals to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- Bank of America (San Jose, CA)
- …of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators **Minimum Education ... are guided by a common purpose to help make financial lives better through the power of every connection....mortgage process. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- BMO Financial Group (San Jose, 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