- BMO Financial Group (Sacramento, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... continually enhance the client experience. + Introduces clients to investment strategies and works with clients to develop a...Ensures alignment between stakeholders. + Follows through on the risk and compliance processes and policies to ensure we… more
- BMO Financial Group (Fresno, CA)
- …to recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based needs with seamless execution. + ... days worked, hours, and shifts. + Follows through on risk and compliance processes and policies to ensure we...education and experience. + Canada only: Registration to sell investment products completed or in progress (must be completed… more
- UMB Bank (Sacramento, CA)
- …and underwriting of new SBCRE (Small Balance Commercial Real Estate) managed investment loans (non-owner occupied CRE loans $1,000,000 to $5,000,000) in accordance ... on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request. +...level of understanding of credit underwriting of all major investment CRE property types Demonstrates strong knowledge of bank… more
- Columbia Bank (Los Angeles, CA)
- …expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary role is to pursue business development opportunities, ... timely and proactive manner with clients and with all risk areas, especially the Credit team when there is...wealth management skills. + Intermediate estate planning, tax, advanced investment management skills. + CFP, CIMA, CPWA, ChFC, CTFA,… more
- Bank of America (Sacramento, CA)
- …financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything ... and life priorities. * Collaborate with core banking and investment partners. Connect clients to the solutions we provide...Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …ideal for professionals eager to expand their impact across multiple facets of the investment lifecycle. About the Role: The Operations Analyst & Trader will play a ... trade breaks. + Operational Efficiency: Drive process improvements, reduce operational risk , and ensure compliance with trading guidelines and margin requirements. +… more
- Carollo Engineers (Costa Mesa, CA)
- …consequence-of-failure assessments, life-cycle cost analysis, O&M programs, and capital investment planning + Supports the development and implementation of asset ... various combinations of client education, strategic planning, service level objectives, and risk modeling + Must be able to evaluate utilities' asset management… more
- The Walt Disney Company (Burbank, CA)
- …DevOps, and Product Team methodologies. A key focus will be maximizing our investment in SAP S/4HANA, deploying a new EPM platform, and leveraging artificial ... co-development, piloting, and experimentation, applying targeted innovation with acceptable risk . **Qualifications** **Basic Qualifications:** + 15+ years of leadership… more
- Citigroup (Loma Linda, CA)
- …specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide ... ensure all clients have a positive in-branch experience. + Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Allocation, and Vocational Freedom Analysis. + Provide strategic recommendations across investment management, estate planning, tax planning, and risk ... Skills & Attributes + Expertise in estate, tax, retirement, insurance, investment , and cash flow planning. + Strong organizational, leadership, and communication… more