- Wells Fargo (Beverly Hills, 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
- Bank of America (Irvine, CA)
- …maintain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration ; ADV-2B Required + Maintain at ... 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)
- …obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration ; ADV-2B Required + Maintain at ... 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)
- …a client's banking, credit and investment needs and goals to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- BMO Financial Group (Cupertino, CA)
- …a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for ... + Acts as the primary client contact to uncover financial needs and provide meaningful solutions in...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- Bank of America (San Francisco, CA)
- …to analyze and comprehend complex financial data and provide appropriate financial solutions . Professional and effective interpersonal skills **Skills:** . ... are guided by a common purpose to help make financial lives better through the power of every connection....with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators… more
- Citigroup (Riverside, CA)
- …banking, credit and investment needs and goals in order to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- US Bank (Walnut Creek, CA)
- …educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. US ... and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term… more
- US Bank (San Jose, CA)
- …+ Be the primary advisor for our business clients. + Deliver financial expertise and client-centric solutions that build strong, long-term relationships. + ... new and existing relationships with business clients. + Recommend financial solutions based on each client's unique...also be subject to the requirements of FINRA, NMLS registration , Reg Z, Reg G, OFAC, the NFA, the… more
- US Bank (Glendale, CA)
- …+ Educate clients on available deposit and loan products and services. + Recommend financial solutions based on each client's unique goals and needs. + Bring ... The responsibilities are as follows: + Be the primary advisor for our business clients. + Build, develop and...new and existing relationships with business clients. + Deliver financial expertise and client-centric solutions that build… more