• Private Client Banker - La Jolla Downton…

    JPMorgan Chase (San Diego County, CA)
    …by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a ... **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more
    JPMorgan Chase (08/24/25)
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  • Coordinator, Client Servicing Operations

    Paramount (Los Angeles, CA)
    …a positive mark on culture. Position Overview: The Coordinator supports Global Client Servicing (GCD) operations with a focus on localization, reporting, and new ... localization orders for GCD Licensing and Transactional servicing across features and series . + Coordinate with internal teams to ensure alignment on timelines,… more
    Paramount (08/16/25)
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  • Financial Service Sales Assistant

    Umpqua Bank (Irvine, CA)
    …and time management. + Process confidential information + Open, maintain and service client accounts. Follow-up on missing paperwork. Process new accounts ... Financial Service Sales Assistant Wealth Management Tacoma, Washington Irvine,...clients. A sales assistant has a large influence on client satisfaction. + Provide variety of administrative support, which… more
    Umpqua Bank (08/23/25)
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  • Advisor Development Program - Financial Solutions…

    Bank of America (Redding, CA)
    …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...be an advisor - from acquiring, building and managing client relationships to considering a client 's complex… more
    Bank of America (08/08/25)
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  • Branch Complex Senior Manager

    Wells Fargo (Los Angeles, CA)
    …and by coaching to a process for Advisors and their teams to provide outstanding client service and care. The leader will focus on inorganic growth by building, ... programs for our existing Financial Advisors focused on new client acquisition; deepening the existing client relationships...and will direct day to day workflow, escalate both service and risk issues as they arise, ensure the… more
    Wells Fargo (08/21/25)
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  • Behavioral Health Clinician I - IV / Intensive…

    Ventura County (Ventura, CA)
    …or experiencing a mental health emergency, utilizing culturally-sensitive, client /family-centered, strength-based, wellness and recovery models of service ... Agency - Behavioral Health Behavioral Health Clinician and Intensive Services Clinician series are represented by the Service Employees' International Union… more
    Ventura County (06/02/25)
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  • Senior Branch Premier Banker San Diego/Pacific…

    Wells Fargo (San Diego, CA)
    …complement of clients serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees who are not fully ... banking, credit and investment financial solutions and services + Identify client needs and goals for business, mortgage, retirement, and investment services,… more
    Wells Fargo (08/22/25)
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  • Senior Branch Premier Banker (Safe)

    Wells Fargo (San Diego, CA)
    …experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: * Employees who are not fully ... banking, credit and investment financial solutions and services * Identify client needs and goals for business, mortgage, retirement, and investment services,… more
    Wells Fargo (08/21/25)
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  • Relationship Banker North Orange County District

    Wells Fargo (Fullerton, CA)
    …based on customers' needs + Analyze tactical business challenges related to full- service banking experience to emerging affluent and high-value customers + Present ... recommendations for resolving inquiries and service requests regarding customers' accounts + Open and ...Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or… more
    Wells Fargo (08/23/25)
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  • Financial Solutions Advisor Registration…

    Bank of America (Yuba City, CA)
    …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63… more
    Bank of America (06/05/25)
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