- JPMorgan Chase (Irvine, CA)
- …will have the opportunity to work in unison with one or more Home Lending Advisor (s) to create an outstanding customer experience for home buyers. You will rely on ... take complete applications, request documentation from borrowers and review with Home Loan Advisor (s). + Discuss products and pricing at the request of, or in the… more
- Columbia Bank (Irvine, CA)
- …the Role:** Provide administrative & operational support for one or more Financial Advisor (s) and serve as a liaison between Financial Advisor (s) and their ... coordinating schedules and prepare correspondence and documents. + Relieve Financial Advisor (s) of a significant number of administrative details & duties. +… more
- The County of Los Angeles (Los Angeles, CA)
- …Medicare and Medi-Cal reimbursement. + Analyzes cases for referral to the physician advisor to ensure that the admission or continued stay is being questioned based ... and standards; serves as the liaison with the physician advisor for the referral of unusual questionable cases, on...of the requirements, and procedures to be implemented for compliance , as needed. + As a unit supervisor at… more
- Wells Fargo (Woodland Hills, CA)
- …skills, deep financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director will work closely ... Influence to drive sales results + Drive sales and Advisor participation across a wide range of Wells Fargo...This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is… more
- Wells Fargo (San Francisco, CA)
- …Strategy Consultant to support the recruitment efforts across our cross-channel advisor platforms, including Wells Fargo Advisors Financial Network (FiNet) and ... to develop and maintain a strong pipeline of financial advisor candidates and to provide insight on industry trends,...This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is… more
- Wells Fargo (Fresno, CA)
- …+ Answer phones and greet and direct visitors + Assist Financial Advisor (s) colleagues with service and operational related activities such as providing service ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes +… more
- Bristol Myers Squibb (San Diego, CA)
- …Enterprise, Microsoft Copilot) across RayzeBio, serving as the primary advocate and trusted advisor on best practices, compliance , and maximization of value. + ... Develop and deliver onboarding, training, and enablement content, supporting technical and non-technical users in leveraging generative AI tools safely and effectively, and fostering an AI-first mindset organization-wide with measurable adoption goals (eg,… more
- IBM (San Francisco, CA)
- …the distribution sector. This individual will serve as a trusted advisor to C-suite executives, helping organizations navigate the complex cybersecurity landscape ... the distribution sector. This individual will serve as a trusted advisor to C-suite executives, helping organizations navigate the complex cybersecurity landscape… more
- Wells Fargo (Beverly Hills, CA)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- JPMorgan Chase (San Francisco, CA)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and… more