- City National Bank (Los Angeles, CA)
- …of lending, compliance, and regulatory reporting. * Minimum 5 years of financial services experience *Additional Qualifications* * Advanced knowledge of banking ... to working with deadlines. * Certified Internal Auditor (CIA), and/or Certified Financial Services Auditor (CFSA) designation a plus. * Experience communicating… more
- CIBC (Newport Beach, CA)
- …sophisticated financial needs, including banking, investments, trust, and wealth advisory . + Develop and maintain personal referral source networks for calling ... 40 **Skills** Analytical Thinking, Business Development, Client Issue Resolution, Client Service , Customer Experience (CX), Financial Advising, Financial … more
- City National Bank (Los Angeles, CA)
- …commercial credit required. * Minimum 10 years of experience in a banking or financial services environment required. * Completion of credit training program is ... relationships for clients. Provides credit product expertise in an advisory capacity and ensures all due diligence and background...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …proactive, high-touch service aligned with the firm's holistic wealth philosophy. Financial Planning & Investment Advisory + Develop and implement ... financial plans covering retirement, tax, estate, investment, and risk management. + Continuously monitor and adjust client portfolios to reflect changing goals… more
- Grant Thornton (Newport Beach, CA)
- …licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a multinational, ... and completing engagements to evaluate and test IT controls and identify areas of risk and providing support to financial statement audits + Identifying market… more
- Deloitte (San Jose, CA)
- …section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory services related to the modeling and structuring of renewable energy tax ... perform benefit calculations + Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as...this important Strategic Growth Offering are based in various service lines across tax. Business Tax Services … more
- Guardian Life (Sacramento, CA)
- …on other department projects and initiatives. **You have** + Broad knowledge of the financial services industry and FINRA, SEC and State rules and regulations ... Advisory , you will conduct branch office inspections using risk -based testing methodologies to ensure compliance with FINRA Rule...realize their dreams through a range of insurance and financial products and services . Our Purpose, to… more
- Bank of America (Los Angeles, CA)
- … financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities * Presents ... up to and including termination. **Responsibilities:** * Provides specialized and personalized service offering advice and guidance to financial center clients… more
- Fifth Third Bank, NA (El Segundo, CA)
- …generally less than $500MM within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( eg CEO, CFO, COO) of the ... This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (eg… more
- CBRE (Sacramento, CA)
- Finance Programs Director - Commercial Pricing Job ID 220041 Posted 30-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest ... for high-value pursuits and renewals, ensuring deal structures are optimized for financial performance, risk mitigation, and client value. + Distill complex… more