• Private Client Advisor II

    Bank of America (Beverly Hills, CA)
    …Description:** This job is responsible for acquiring new clients, deepening client relationships , and building upon an internal and external network to achieve ... 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 (08/12/25)
    - Related Jobs
  • Advisor Development Program - Financial Solutions…

    Bank of America (Paso Robles, CA)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (08/01/25)
    - Related Jobs
  • Senior Business Development Officer - PNC…

    PNC (Irvine, CA)
    …field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. In this position, you will consult with prospects to identify ... with diligence and care * Ability to develop long-term relationships with centers of influence and internal partners *...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
    PNC (07/01/25)
    - Related Jobs
  • Senior Special Assets C&I Underwriter

    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 ... and community engagement. Position Overview Reporting to the Special Assets Manager , the Senior Special Assets C&I Underwriter is responsible for underwriting… more
    LTD Global (08/02/25)
    - Related Jobs
  • Sr Consultant Intercultural Language Destination…

    Anywhere Real Estate (Los Angeles, CA)
    …the quality of language services. This role reports to the Global Manager , Language Partner Network and collaborates closely with Language Consultants, Product ... Leadership** + Provide support and act as a delegate for the Global Manager , Language Partner Network. + Offer feedback on systems and processes, recommending… more
    Anywhere Real Estate (07/16/25)
    - Related Jobs
  • Head Universal Banker - Santa Monica Downtown…

    Citigroup (Santa Monica, CA)
    …monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch Manager + Exhibits strong sales and service skills, presenting products ... to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist, etc.) + Take full ownership of clients' problems to resolve… more
    Citigroup (08/22/25)
    - Related Jobs
  • Wealth Planner (FP)

    Bank of America (San Jose, CA)
    …and analyzing data to create robust financial plans, and fostering internal relationships . Job expectations include having knowledge of Estate and Gift Taxes, ... SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (08/21/25)
    - Related Jobs
  • Financial Solutions Advisor - Northern San Diego

    Bank of America (Encinitas, CA)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... put your mind to. * Builds and nurtures strong relationships . * Collaborates effectively with others to get things...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (08/16/25)
    - Related Jobs
  • Financial Solutions Advisor - Consumer…

    Bank of America (Pleasant Hill, CA)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... put your mind to. + Builds and nurtures strong relationships . + Collaborates effectively with others to get things...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (08/08/25)
    - Related Jobs
  • Financial Solutions Advisor- CA Coastal Market

    Bank of America (Oxnard, CA)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... put your mind to. + Builds and nurtures strong relationships . + Collaborates effectively with others to get things...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (08/02/25)
    - Related Jobs