- Bank of America (Newport Beach, CA)
- Private Client Advisor II Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth… more
- JPMorgan Chase (Santa Ana, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- Columbia Bank (Irvine, CA)
- **About the Role:** Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary ... relationships, often providing client leadership in these roles. Initially, the priority of...needs and then creating strategies to provide education and solutions to provide value based on a collaborative, team… more
- PNC (Irvine, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Corporate Banking organization, you will ... be based in Los Angeles, CA. Client Solution Advisor (CSS) provides...implementation and production support issues raised by staff or client . Identifies and drives development of necessary solutions… more
- Bank of America (Irvine, CA)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Wells Fargo (Seal Beach, CA)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as.... **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such… more
- VaynerMedia (Los Angeles, CA)
- …and grow senior-level client relationships; serving as an executive sponsor and client advisor for multiple clients within the agency portfolio What You've ... + Serve as the executive sponsor and senior strategic advisor for key client relationships, building trust...teams' recommendations are anchored to tangible business outcomes and client KPIs + Look beyond existing solutions … more
- SAP (Newport Beach, CA)
- …growth, great benefits, and a team that wants you to grow and succeed. As the Solution Advisor Expert (SA), you will be the go-to person for any solution ... for key customers + Provide both standard and customized/personalized solution demonstrations that bring SAP solutions to...industry leaders and competitive differentiators + Viewed as a solution expert and trusted advisor with a… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented...-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more
- Bank of America (Costa Mesa, CA)
- Financial Solutions Advisor Registration Candidate - Costa Mesa Financial Center Costa Mesa, California **To proceed with your application, you must be at least ... and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your... Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management *… more
- Bank of America (Orange, CA)
- … Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank ... Credit Solutions Advisor - Lincoln/Tustin Orange, California...applications and previous experience utilizing laptop technology. **Skills:** + Client Management + Client Solutions … more
- IBM (Costa Mesa, CA)
- …* Working closely with client teams to understand their needs and offer solutions and design * Build up best practices within the Oracle Cloud ERP Financials ... Director and Sales Team, design and propose realistic, implementable solutions that incorporate client requirements, software capability...practices and share with team. * Act as senior client -facing advisor on designs and best practices.… more
- Bank of America (Aliso Viejo, CA)
- Credit Solutions Advisor - Aliso Viejo Aliso Viejo, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... 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 (Costa Mesa, CA)
- Financial Solutions Advisor - West OC Costa... Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Costa-Mesa/Financial- Solutions - Advisor West-OC\_25045647) **Job Description:** The following laws… more
- Bank of America (Buena Park, CA)
- Financial Solutions Advisor - Beach-Commonwealth Financial Center Buena Park, California **To proceed with your application, you must be at least 18 years of ... Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management + Causation Analysis… more
- Bank of America (Huntington Beach, CA)
- Business Solutions Advisor - Main and Ellis...business products and services + Bilingual skills **Skills:** + Client Management + Client Solutions ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Huntington-Beach/Business- Solutions - Advisor Main-and-Ellis-Financial-Center\_25049286) **Job Description:** At Bank of… more
- Bank of America (Newport Beach, CA)
- …+ Oral Communications + Relationship Building + Business Operations Management + Client Solutions Advisory + Planning + Talent Development + Written ... the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions...needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way… more
- Columbia Bank (Irvine, CA)
- …support and advisors' business by providing a turn-key approach to LTC and Insurance solutions . **About the Role:** A Senior Wealth Advisor is an experienced ... a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our...management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of… more
- Edward Jones (Irvine, CA)
- ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... licensed branch associates are highly visible members of the client team, working under the leadership of a financial... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more
- Edward Jones (Santa Ana, CA)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… more