• Private Client Advisor…

    Bank of America (Newport Beach, CA)
    Private Client Advisor II Newport Beach, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... * Ability to present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client -focused individual with exceptional… more
    Bank of America (04/12/25)
    - Related Jobs

  • Private Client Advisor…

    Bank of America (San Jose, CA)
    Private Client Advisor II San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... investable assets) * Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused individual with… more
    Bank of America (03/12/25)
    - Related Jobs

  • Small Business/Consumer Credit Officer II

    City National Bank (Los Angeles, CA)
    …documentation in accordance with Bank policies and procedures and to facilitate closings with Private Client Advisor . * May be assigned projects from ... *SMALL BUSINESS/CONSUMER CREDIT OFFICER II * WHAT IS THE OPPORTUNITY? This position is...for the end-to-end credit and compliance management process for Private Banking on retail credit products and services (ie… more
    City National Bank (03/25/25)
    - Related Jobs

  • Middle Market Relationship Manager II

    Citizens (San Francisco, CA)
    …Treasury Services, the Private Bank, Global Markets and acts as a trusted advisor to the client 's executive management team. Must have a strong credit ... background and be able to represent client 's needs internally to deliver appropriate credit solutions that...internally to deliver appropriate credit solutions that satisfies the client and meets the Bank's risk appetite. Within the… more
    Citizens (04/18/25)
    - Related Jobs

  • Tax Consultant II , Tax Controversy

    Deloitte (Fresno, CA)
    …and penalty appeals. These tax professionals come from various backgrounds including industry, private practice, and the IRS. What You Will Do We believe that ... expertise to provide many tax controversy services to our clients. + Assist client and Deloitte engagement teams with recurring IRS account-related matters. + Daily… more
    Deloitte (02/14/25)
    - Related Jobs