• Financial Solutions Advisor - Consumer…

    Bank of America (Pleasant Hill, CA)
    …were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... (CRPC). + Obtained your insurance licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management +… more
    Bank of America (08/08/25)
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  • Financial Solutions Advisor- CA Coastal Market

    Bank of America (Oxnard, CA)
    …were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... (CRPC). + Obtained your insurance licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management +… more
    Bank of America (08/02/25)
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  • Wealth Management Associate - Retirement Benefits…

    Equitable (Los Angeles, CA)
    …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program **Compensation & Benefits** + **Sign-On Payment Eligibility** : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company… more
    Equitable (08/02/25)
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  • Merrill Financial Solutions Advisor - Silicon…

    Bank of America (Monterey, CA)
    …in business-related field. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Counselor (CRPC) is a plus. + Obtained insurance licenses is preferred. ​ **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud… more
    Bank of America (08/01/25)
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  • Senior Wealth Advisor

    Umpqua Bank (Sacramento, CA)
    …+ 5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or wealth manager. + ... Strong marketing and business development skills, keeping the best interest of the client in mind. + Ability to develop and maintain rapport via phone, webinar, and in person. + Strong product knowledge and problem-solving skills. + Excellent verbal and… more
    Umpqua Bank (07/26/25)
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  • Merrill Financial Solutions Advisor (Partially…

    Bank of America (Chico, CA)
    …new client development + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio… more
    Bank of America (07/22/25)
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  • Private Wealth Advisor Director

    BMO Financial Group (San Francisco, CA)
    …preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred. + Broad knowledge of all facets ... of wealth management. + In-depth / expert knowledge of Bank products, services and capabilities. + Seasoned professional with a combination of education, experience and industry knowledge. + Verbal & written communication skills - In-depth / Expert. +… more
    BMO Financial Group (07/15/25)
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  • Merrill Experienced Financial Advisor

    Bank of America (Bakersfield, CA)
    …new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates… more
    Bank of America (07/08/25)
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  • Financial Solutions Advisor- San Francisco Area

    Bank of America (San Francisco, CA)
    …were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... (CRPC). + Obtained your insurance licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management +… more
    Bank of America (07/08/25)
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  • Tax Manager - Tax Exempt

    Deloitte (San Diego, CA)
    …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on ... average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal tax… more
    Deloitte (06/23/25)
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