- Bank of America (Beverly Hills, CA)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Bank of America (Los Angeles, CA)
- …**Job Description:** This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. ... serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating...and Merchant Services in order to design and deliver financial solutions to clients and prospects +… more
- Iron Mountain (Sacramento, CA)
- …power of your work at Iron Mountain. We provide expert, sustainable solutions in records and information management, digital transformation services, data centers, ... an exceptional Sales Operations Business Partner who will serve as the trusted advisor to our Enterprise Account Executive teams. This role will be responsible for… more
- Ross Stores, Inc. (Dublin, CA)
- …with a strong emphasis on designing intelligent digital assistants and agent\-based solutions using Microsoft Copilot, Azure OpenAI, and other Azure AI services\. ... teams, data science, and security to translate business needs into AI\-driven solutions that deliver tangible business outcomes and align with enterprise standards\.… more
- GE HealthCare (CA)
- …experience preferred. GE HealthCare is a leading global medical technology and digital solutions innovator. Our purpose is to create a world where healthcare has no ... knowledge of modality products, service expertise, and tools to maintain "field advisor " status. + Utilize the GEHC escalation process as needed, working closely… more
- Fifth Third Bank, NA (El Segundo, CA)
- …assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions . + Exhibits strong presentation skills in both ... This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions … more
- US Bank (Glendale, CA)
- …educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. US ... and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term… more
- Cupertino Electric (San Jose, CA)
- …processes and operational policies in selecting methods and techniques for obtaining solutions . Acts as advisor to subordinate(s) to meet schedules and/or ... (CEI) provides employees, stakeholders and customers with timely and accurate financial information. The Finance Department is comprised of seven teams: Accounts… more
- Citigroup (Fresno, CA)
- …a client's banking, credit and investment needs and goals to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- Citigroup (Riverside, CA)
- …banking, credit and investment needs and goals in order to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more