- M&T Bank (Costa Mesa, CA)
- …all resources and solutions of the firm.Work closely with Client Managers, Private Banking , Investment Advisors and Fiduciary Advisors to assess client's current ... financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis. + Responsible for leading the development of sales strategies to grow client… more
- Robert Half Finance & Accounting (Los Molinos, CA)
- …entities. * Perform daily and weekly tasks such as cash receipt postings, investment reconciliations, and banking operations. * Create and maintain spreadsheets ... that improve efficiency and reduce time and costs. * Ensure compliance with internal controls and generally accepted accounting principles while safeguarding confidential information. * Assist in preparing detailed financial statement schedules and coordinate… more
- JPMorgan Chase (San Francisco, CA)
- …scope allow us to customize solutions tailored to clients' specific needs. As an Investment Associate in JP Morgan Advisors, you will work in close partnership with ... or by direction of the Financial Advisor + Market and implement complex investment solutions in accordance with High-Net-Worth clients' investment objectives. +… more
- Citigroup (Los Angeles, CA)
- …+ FINRA Series 79, 63, SIE (current or ability to obtain) + Sound knowledge of banking and investment products and process as well as a track record of providing ... sound banking and financial advice and solutions to clients + Demonstrates intermediate to advanced credit skills; structures more complex deals, including global… more
- Charles Schwab (Rowland Heights, CA)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow ... a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **In addition to the salary range, this role is also… more
- Charles Schwab (Milpitas, CA)
- **Your opportunity** As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first ... and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and… more
- PNC (San Diego, CA)
- …career and complement your education with real-world job experience. Retail Banking provides deposit, lending, brokerage and insurance services and investment ... our branch network, solution centers, ATMs, call centers, online banking and mobile channels. In 2018, a retail national...was launched designed to grow customers with digitally led banking and an ultra-thin branch network in markets outside… more
- City National Bank (Beverly Hills, CA)
- *ACCOUNT MANAGER ENTERTAINMENT & SPORTS BANKING * WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with customers of the ... services. Directs customers to appropriate area within the Bank such as Investment Department, Trust Department, or to a Relationship Manager. Maintains complete… more
- MUFG (Los Angeles, CA)
- …subsidiary lending, designated customers will be complex relationships focusing on non- investment grade clients, customers with a large credit exposure, structured ... Office including Outlook, Word, Excel and PowerPoint. Knowledge in banking applications is a plus. + Sound knowledge in...a segment of an industry vertical or a primarily investment grade commercial loan portfolio and coordinating with execution… more
- JPMorgan Chase (San Diego, CA)
- …referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. + Develop internal partnerships across all ... comprehensive and personalized planning approach. + Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction… more