- Bank of America (Newbury Park, CA)
- Credit Solutions Advisor - Newbury Park Newbury Park, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... 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 (Hollywood, CA)
- …the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner ... needs of both individual and small business clients, offering appropriate solutions , and connecting clients to specialists. Key responsibilities include deepening… more
- Bank of America (Sun Valley, CA)
- Business Solutions Advisor - Sun Valley Financial Center Sun Valley, 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/Sun-Valley/Business- Solutions - Advisor Sun-Valley-Financial-Center\_26000651) **Job Description:** At Bank of… more
- Edward Jones (Camarillo, 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
- Columbia Bank (Los Angeles, CA)
- …and internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non- credit solutions . + In partnership with the ... with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess… more
- Columbia Bank (Los Angeles, CA)
- …and internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non- credit solutions . + In partnership with the ... **About the Role:** Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting new business and working with… more
- Wells Fargo (Woodland Hills, 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
- Wells Fargo (Thousand Oaks, CA)
- …the bank as a trusted partner + Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our ... with policies and procedures + Act as a trusted advisor by offering a full range of products and...full range of products and services including business accounts, credit , treasury services, and digital tools + Actively prospect… more
- Sedgwick (West Hills, CA)
- …appropriate referral of claims to outside vendors or physician advisor reviews, surveillance, independent medical evaluation, functional capability evaluation, ... phone system. Travel as required **Auditory/Visual:** Hearing, vision and talking **NOTE:** Credit security clearance, confirmed via a background credit check,… more
- City National Bank (Commerce, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products ... insights from data to provide sound financial advice (strategies, products / solutions ); conduct discovery activities with existing clients to grow current book eg,… more