- JPMorgan Chase (Long Beach, CA)
- Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... opportunity to grow your career while making a significant impact on our business. As a Community Home Lending Advisor in Chase Home Lending , you… more
- The Walt Disney Company (Anaheim, CA)
- …Referrals/Mo consisting of the following three: + Wealth Management Referrals + Auto Advisor / Autoland Referrals + Home Mortgage Referrals + Investment Product ... our Orlando and California markets - Our Member Experience Advisor role **!** If you have experience as a...just in members' lives but within your team and community . + A Series 7 and 66 or equivalent… more
- City National Bank (Newport Beach, CA)
- …as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) * KEY ... needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on… more
- City National Bank (Woodland Hills, CA)
- …as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * ... both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products… more