- City National Bank (Irvine, CA)
- …new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to...(testamentary and intervolves trusts), Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and… more
- Navy Federal Credit Union (San Diego, CA)
- …mixture(s) of insurance /investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal ... Overview To provide financial consulting services to assist members and non-members...expertise to client investment consultations and servicing of life insurance and full suite of investment products. + Administer… more
- JPMorgan Chase (Irvine, CA)
- …National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients ... scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with...lives. Personal Advisors will work in a full time based office environment to support the full book of… more
- US Bank (Sacramento, CA)
- …due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. Basic ... state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning, including but not limited to goals based planning,… more
- Comerica (San Diego, CA)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of ... Plan Paid Holidays, Floating Cultural Holiday Medical, Dental, Vision, Life Insurance Flexible Schedules Parental Leave and Adoption Assistance programs Community… more
- Umpqua Bank (Sacramento, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Greenwood Village, Colorado San Diego, California Denver, ... and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best...Together for better. **About the Role:** Our Private Client Advisor will work with the high and ultra-high net… more
- Charles Schwab (Irvine, CA)
- …to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal ... ongoing advice built on Schwab's approach to investing. As an Associate Wealth Advisor , you will be responsible for supporting 2-4 Wealth Advisors by servicing,… more
- CIBC (San Francisco, CA)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Capital Advisor , you'll play a pivotal role in structuring complex credit ... your work arrangem_ _ent (proportion of on-site and remote work) will be based on business need._ **How you'll succeed** + **Deliver tailored credit solutions:**… more
- Stanford Health Care (Palo Alto, CA)
- …for short- and long-term strategic planning, preparation and adherence to quality and financial performance of SHC insurance products and Medicare and Medicaid ... Health Care job.** **A Brief Overview** The Accountable Care Advisor is responsible for focusing on enhancing the Cardinal...of health plans, and establishing a governance model for value- based care initiatives across the enterprise. The role will… more
- Humana (Sacramento, CA)
- …to address healthcare opportunities and challenges with technology-enabled solutions. As an Advisor in our team, you'll enable Humana leaders as they leverage modern ... technology to deliver health care and insurance for patients and members. Our team operates at the evolving and mission-driven intersection of strategy, technology,… more