- Bank of America (San Jose, CA)
- …focused and effective. **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning ... loan mortgage originations must register with the federal registry system and remain in good standing. Since this position...equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
- Wells Fargo (Palo Alto, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Citigroup (San Francisco, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- Citigroup (Downey, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- Bank of America (Irvine, CA)
- …7, 63/65 or 66 or equivalent; must maintain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Bank of America (Beverly Hills, CA)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Citigroup (Loma Linda, CA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +...a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier… more
- Citigroup (Riverside, CA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier… more
- Hilton (Beverly Hills, CA)
- …Ensure compliance with all Generally Accepted Accounting Principles \(GAAP\) + Serve as financial advisor to hotel management and ownership + Monitor and approve ... of the hotel to include, but not limited to, asset protection, financial reporting, systems management, hotel\-wide budget and forecasting, department… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …guidance on accounting policies, procedures, and best practices. + Serve as a financial advisor to the CEO, providing data-driven insights for decision-making. + ... within our organization. The ideal candidate will bring expertise in accounting systems , financial reporting, and compliance, ensuring all processes align with… more