- Charles Schwab (Indian Wells, CA)
- …Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a ... 120 day condition of employment) + Certified Financial Planner (CFP) certification is preferred + Minimum of two years of experience in the financial services… more
- LTD Global (Livermore, CA)
- …full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based ... using Cisco Meraki, optimizing performance and security for remote and branch office connectivity. + Ensure reliable and secure connectivity between multiple… more
- Charles Schwab (Campbell, CA)
- …helping us "challenge the status quo" and transform the finance industry together._ Schwab's branch team is at the heart of our firm's commitment to helping clients ... Insurance as it will be required during your tenure on the job. ** Preferred Qualifications:** + Ability to build strong relationships, engage and encourage trust,… more
- US Bank (Rohnert Park, CA)
- …(less than 20 hours per week) during peak business times in a branch . Builds and fosters relationships with clients through proactive outreach (includes outbound ... new business and expands existing customer relationships. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE… more
- Financial Partners Credit Union (Brea, CA)
- …of success to join our team as a Personal Banking Officer in our Brea Branch . As a Personal Banker, you will be assisting members with various loan options, ... duties of this unique opportunity are as follows: DUTIES: + Process mortgage and consumer loan applications, prepare documentation as appropriate and fund loans.… more