- City National Bank (Los Angeles, CA)
- …processes employed and the incentives with which colleagues are awarded. * All City National products, financial solutions and services are to be provided ... financial services companies. To learn more about City National and our dynamic company culture, visit us at [About Us](https://www.cnb.com/about-us.html).… more
- City National Bank (Pacific Palisades, CA)
- …providing sound financial advice and acting as a trusted strategic advisor . Responsible for all functions of assigned branch with particular emphasis on managing ... the CNB exemplary level of service, identifying and promoting solutions to client needs, and actively embracing the Bank's...financial services companies. To learn more about City National and our dynamic company culture, visit us at… more
- WSP USA (Los Angeles, CA)
- …client engagement, and talent development within the organization. + **Strategic and financial leadership:** The National Planning Leader will provide strategic ... financial leadership by defining and executing a national vision for planning, managing growth and performance, and...**Client & Stakeholder Engagement** + Serve as a trusted advisor to strategic clients, offering future-ready solutions … more
- Thrivent Financial (Irvine, CA)
- …drive total sales growth. + Inform and communicate with leadership team regarding financial advisor progress toward development and sales goals. + Facilitate ... of best practices or changes that directly impact new financial advisor launch. Market Leadership: + Work...500 company that offers a full range of expert financial solutions , serving more than 2 million… more
- City National Bank (Los Angeles, CA)
- …and related requirements in alignment with CNB's overall data strategy. * All City National products, financial solutions and services are to be provided ... * Influence key stakeholders and act as a strategic advisor on key areas of focus to enable CNB's...financial services companies. To learn more about City National and our dynamic company culture, visit us at… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated to providing comprehensive tax C&I services. If you… more
- JPMorgan Chase (Palo Alto, CA)
- …client service and make your mark by delivering high-quality support and innovative financial solutions . As a Client Associate within the JPMorgan Advisors team, ... suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients… more
- Bank of America (Los Angeles, CA)
- …Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire ... with all Merrill partners to deliver a full breadth solutions . Coordinate technological support through the development of portfolio...all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager… more
- Bank of America (San Jose, CA)
- … Financial Advisor (FA) teams to provide comprehensive financial planning solutions . Key responsibilities include identifying strategic investment ... up to and including termination. **Responsibilities:** + Leverages extensive financial data to identify possible solutions to...equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
- iHeartMedia (Los Angeles, CA)
- …while maintaining a consultative approach that positions them as a trusted advisor rather than just another vendor. **What You'll Do:** + **Primary Revenue ... understand prospect challenges, objectives, and decision-making criteria. Present tailored solutions that demonstrate clear ROI and strategic value, often involving… more