- Vortex Industries LLC (Irvine, CA)
- DescriptionResponsibilities include developing and implementing procurement or investment recovery category strategies, issuing Request for Proposals, conducting ... and negotiate optimized business terms and conditions.Conduct business and financial analysis, including forecasting, monitoring, and reporting.Manage bottlenecks, provide… more
- Bank of America (Glendora, CA)
- Financial Solutions Advisor- Consumer Investments - Charter Oak Financial Center Glendora, California **Job Description:** At Bank of America, we are ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a ...money managed solutions + Recommends banking and investments strategies that align with client financial … more
- JPMorgan Chase (Los Angeles, CA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... and able to work independently JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of… more
- BMO Financial Group (Los Angeles, CA)
- …the Dow Jones Sustainability Index. BMO was also recognized as the world's top financial institution for helping make progress in support of a just and sustainable ... we are growing our Sustainable Finance practice in Food, Consumer and Agribusiness for North America. We draw on...portfolio management team as well as BMO's Commercial- and Investment Banking product platform. **About the Role:** The Director… more
- Atria Wealth Solutions (Pasadena, CA)
- … institution, owned and operated by our members. We offer most of the consumer financial services offered by banks. Unlike banks, however, our earnings are ... of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the… more
- JPMorgan Chase (Azusa, CA)
- …and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client ... + Build a book of business and deliver personalized investment solutions to your clients by relying...we are a leader in investment banking, consumer and small business banking, commercial banking, financial… more
- Wells Fargo (Woodland Hills, CA)
- …services + Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs ... position + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related… more
- JPMorgan Chase (Los Angeles, CA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... Conduct comprehensive client analysis to identify business needs and deliver concrete financial solutions * Manage complex, multi-product client relationships as… more
- JPMorgan Chase (Pasadena, CA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... managing their wealth. You will use your knowledge of investments , financial planning, credit and banking to...Estate JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions… more
- JPMorgan Chase (Westlake Village, CA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... managing their wealth. You will use your knowledge of investments , financial planning, credit and banking to...Estate JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions… more
- JPMorgan Chase (Newport Beach, CA)
- …and an ability to work collaboratively in a team environment to deliver solutions for clients + Demonstrated understanding of investments , wealth planning, ... everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive… more
- BMO Financial Group (Arcadia, CA)
- …small business customer needs and solutions . + Working knowledge of retail investments and lending products. + Experience in financial services is an asset. ... customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.… more
- BMO Financial Group (Long Beach, CA)
- …all standard processes/procedures. US Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and ... needs for banking products (eg everyday banking, lending, and investment ) and refers to appropriate BMO partners. + Develops...) and refers to appropriate BMO partners. + Develops solutions and makes recommendations based on an understanding of… more
- Amazon (Los Angeles, CA)
- …Retail Industry Leader for Fashion & Apparel Industry to execute our Retail & Consumer Packaged Goods (RTLCPG) Partner strategy for the Americas. You will be aligned ... world. AWS customers are developing some of the most exciting and innovative solutions , and AWS Partners are helping to dramatically accelerate this innovation on… more
- The Walt Disney Company (Burbank, CA)
- …experiences. The Disney Enterprise Technology mission is to deliver technology solutions that align to business strategies while enabling enterprise efficiency and ... Enterprise Technology organization drives competitive advantage by enhancing our consumer experiences, enabling business growth, and advancing operational excellence.… more
- City National Bank (Los Angeles, CA)
- …and the incentives with which colleagues are awarded. + All City National products, financial solutions and services are to be provided ethically and with ... monitoring performance of credit risk strategies across the commercial and consumer account life-cycle. This includes underwriting guidelines, credit line management… more
- PNC (Los Angeles, CA)
- …team. You will work closely with senior sales team, relationship managers, investment bankers, traders and other internal service partners to develop, market and ... deliver capital markets solutions to our clients. The role will require a...role will require a balance of technical knowledge in financial markets, derivative pricing and lending products combined with… more
- JPMorgan Chase (Irvine, CA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... leadership skills in change management JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of… more
- City National Bank (Irvine, CA)
- …view of client's needs - draw insights from data to provide sound financial advice (strategies, products / solutions ); conduct discovery activities with existing ... & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service… more
- JPMorgan Chase (Los Angeles, CA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... understanding of wealth management including, but not limited to: investment management, trusts and financial planning +...referrals JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions… more
