- City National Bank (Irvine, CA)
- …new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to...National's Private Banking group, you will help deliver tailored financial solutions to high- and ultra-high-net-worth families, select professional… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Business Transformation & Readiness, Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In ... management plans, business readiness and/or training. As a senior advisor , your work will help power our planet, reduce...a system upgrade-it's a fundamental redesign of our core financial processes. Our goal is to streamline operations, enhance… more
- Bank of America (Beverly Hills, CA)
- Private Client Advisor II Beverly Hills, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Beverly-Hills/Private-Client- Advisor -II\_25020985) **Job Description:** At Bank of America, we are… more
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become a Senior Advisor of Integrated Communications Planning at Southern California Edison (SCE) and build a better tomorrow. In ... you'll be a key member of the Integrated Communications Planning team , responsible for developing and executing strategic communications initiatives that support… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both Managers and Senior Managers who ... the firm. Key Responsibilities: + Serve as a trusted advisor to high-net-worth clients. + Deliver tailored financial... advisor to high-net-worth clients. + Deliver tailored financial planning and investment advisory services. + Assist in… more
- Southern California Edison (Irwindale, CA)
- Join the Clean Energy Revolution Become an Employee Benefits Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this influential ... goals. You'll be a key member of a collaborative team responsible for administering benefit plans for over 26,000...You'll spearhead or support RFPs, vendor transitions, and the financial management of our health and welfare plans. This… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Capital Planning, Data Engineering Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this ... a focus on data integration and automation, the Senior Advisor will transform complex, siloed information into actionable insights...owns the data architecture on behalf of the energy team in collaboration with data science and engineering teams… more
- M&T Bank (Costa Mesa, CA)
- …owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has access ... Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the … more
- KeyBank (CA)
- …and Key's product set. Sr. Payments Advisors serve as the client's trusted advisor for cash management solutions to develop, manage and retain profitable client ... skills. Sr. Payments Advisors also develop strategy and contribute to the team 's overall portfolio growth. **Responsibilities** + Create and execute a sales and… more
- Fannie Mae (San Francisco, CA)
- …to impact the future of the housing industry while being part of a collaborative team thriving in an energizing environment. Here, you will grow your career and help ... finance. Job Description As a valued contributor to our team , you will advise team members on...*THE IMPACT YOU WILL MAKE* The *Multifamily Underwriting - Advisor * role will offer you the flexibility to make… more