- Bank of America (Woodland Hills, CA)
- Credit Solutions Advisor Topanga Canyon Woodland Hills, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Woodland-Hills/ Credit - Solutions - Advisor -Topanga-Canyon\_25035933-1) **Job Description:** ** Credit Solutions Advisor II** At… more
- Bank of America (Rowland Heights, CA)
- …held 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 (Garden Grove, CA)
- Business Solutions Advisor - Brookhurst Westminster Financial Center Garden Grove, California **To proceed with your application, you must be at least 18 years ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Garden-Grove/Business- Solutions - Advisor Brookhurst-Westminster-Financial-Center\_25038573) **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 (Santa Ana, 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
- Comerica (Costa Mesa, CA)
- …are highly engaged in new business acceptance for Personal Trust, Advisor Solutions , and Estate Administration.Responsibilities: New Business Review: Review ... Job Description Senior Trust Advocacy AdvisorThe Trust Advisor in Comerica's Trust Advocacy group responsible for reviewing legal documentation for new business and… 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
- JPMorgan Chase (Irvine, CA)
- …in building that experience, this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will ... * Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their...outcomes for all clients + * Ensure that proposed solutions fulfill clients' needs and objectives in the short,… 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
- 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
- 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
- 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
- US Bank (Brea, CA)
- …they want to lead. They have access to an expansive set of products and solutions to better serve our business clients today and into the future. This position ... to the bank through strong business development and prospecting. + Be the primary advisor for our business clients. + Build, develop, enrich and manage new and… more
- AVEVA (Lake Forest, CA)
- …CA | Hybrid **AVEVA is a global leader in industrial software. Our cutting-edge solutions are used by thousands of enterprises to deliver the essentials of life - ... ATT&CK, NIST, ISO 27001, CIS Controls + Strong communicator and trusted security advisor for a global audience + Passionate, resilient, and collaborative leader with… 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
- City National Bank (Newport Beach, CA)
- …needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on ... clients, providing the CNB exemplary level of service, identifying and promoting solutions to client needs, and actively embracing the Bank's segmentation strategy… more