- Bank of America (South Lake Tahoe, CA)
- …Advisor Trainee: South Lake Tahoe Financial Center - (bilingual Spanish preferred ) South Lake Tahoe, California **Job Description:** Merrill Wealth Management is ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
- Bank of America (Sun Valley, CA)
- …Candidate- Consumer Investments- Sun Valley Financial Center- Bilingual Spanish Preferred Sun Valley, California **Job Description:** The following laws or ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
- Citigroup (San Francisco, CA)
- …to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist, etc.) + Take full ownership of clients' problems to resolve ... and problem solving skills + Basic computer and digital tools skills + Preferred Skills: Retail experience **Education:** + High School diploma or equivalent **Job… more
- Citigroup (Woodland Hills, CA)
- …value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc. + Master ... Pro, or NaviPlan Select, or similar financial planning software preferred . + Basic understanding of investment and financial planning...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Citigroup (Loma Linda, CA)
- …value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc. + Master ... Word) and experience using NaviPlan Select or similar financial planning software preferred + Basic understanding of investment and financial planning strategies … more
- Citigroup (San Francisco, CA)
- …role in the financial services industry . Language skills in Mandarin/Cantonese preferred , but not required . Strong analytical and financial skills . Strong ... Outlook, and Word) and experience in financial planning software preferred . Basic understanding of investment and financial planning...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- BMO Financial Group (Stockton, CA)
- …Series 6, 63, Life and Health** Bilingual in English and Spanish Language is preferred _The mission of Premier Services is to help mass affluent clientele make real ... 6 years of relevant experience; post-secondary degree in related field of study preferred , not required. + 7+ years of experience in a financial services… more
- Citigroup (San Francisco, CA)
- …experience + Experience in people management, business banking (retail banking preferred ) and cash/treasury management with proven credit skills + Proven success ... for innovation + Must be registered or be willing to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry… more
- Carrington (Anaheim, CA)
- …able to work independently. + Knowledge of relevant industry-specific software packages preferred . + Analytical, Detail oriented + Ability to interact with senior ... viewpoints. + High school diploma required; bachelor's degree or equivalent work experience preferred . + Three (3) years of related work experience in a legal,… more
- US Bank (Chino, CA)
- …financial goals through collaboration with partners including wealth, business banking, mortgage , or payment services. Acts as leader for customer experience, ... the needs and promote US Bank products and services. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act of… more