Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerCulver City, CAThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
NewSenior Banker - Paramount Financial Center Bank of AmericaSenior Banker - Paramount Financial CenterParamount, CaliforniaPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
NewSenior Banker --- Anaheim Hills Financial Center Bank of AmericaSenior Banker --- Anaheim Hills Financial CenterAnaheim, CaliforniaPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Senior Tax Manager, Financial Services CroweSenior Tax Manager, Financial ServicesLos Angeles, FloridaRemoteWe are adding talented team members to our 70+ department with corporate tax and ASC 740 (income tax provision) experience as we continue to expand our service offerings and deliver high quality service to our clients. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Tax Manager, Financial Services CroweTax Manager, Financial ServicesLos Angeles, New YorkRemoteWe are adding talented team members to our 70+ department with corporate tax and ASC 740 (income tax provision) experience as we continue to expand our service offerings and deliver high quality service to our clients. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Financial Specialist II, Endoscopy Cedars-Sinai Medical CenterFinancial Specialist II, EndoscopyBeverly Hills, CAThe core responsibilities of a Financial Specialist II is to support patients' billing inquires as it relates to explanation of benefits, financial assistance, patient disputes, insurance verification, credit card payments and other billing inquiries. This position also holds additional responsibilities with respect to off line management tasks, employee training, assisting with policies and procedures, supervisory calls, and other managerial support needed for the call center.
Merrill Advisor Development Program - Financial Advisor: West LA Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: West LA MarketLos Angeles, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program- Financial Advisor: Pasadena Central Valley Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: Pasadena Central Valley MarketPasadena, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Solutions Advisor - Central OC Bank of America CorpFinancial Solutions Advisor - Central OCLos Alamitos, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Merrill Advisor Development Program - Financial Advisor: Los Angeles Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Los Angeles MarketLos Angeles, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Orange County MarketNewport Beach, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
NewFinancial Solutions Advisor Registration Candidate - Crenshaw-Pacific Coast Hwy Bank of AmericaFinancial Solutions Advisor Registration Candidate - Crenshaw-Pacific Coast HwyTorrance, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor - West Hills Region Bank of AmericaFinancial Solutions Advisor - West Hills RegionRedondo Beach, CaliforniaUS - CA - El Segundo - 835 N Pacific Coast HWY - EL SEGUNDO BC (CA8188), US - CA - Inglewood - 330 E Manchester Blvd - INGLEWOOD MAIN OFFICE (CA8107), US - CA - Long Beach - 2240 N Bellflower Blvd - LOS ALTOS CENTER BC (CA7156), US - CA - Long Beach - 3804 Atlantic Ave - BIXBY-ATLANTIC BC (CA7126), US - CA - Manhattan Beach - 1200 Highland Ave - MANHATTAN BEACH BC (CA8103), US - CA - Manhattan Beach - 3016 N Sepulveda Blvd - Manhattan Village BC (CA8175), US - CA - Montebello - 700 W Whittier Blvd (CA9149), US - CA - Redondo Beach - 1603 Hawthorne Blvd - SOUTH BAY GALLERIA BC (CA8141), US - CA - Redondo Beach - 222 N Catalina Ave - REDONDO BEACH BC (CA8116), US - CA - San Pedro - 800 N Western Ave - EAST VIEW BC (CA7143), US - CA - Torrance - 1255 Sartori Ave - TORRANCE-SARTORI BC (CA8112), US - CA - Torrance - 25435 Crenshaw Blvd - CRENSHAW PACIFIC COAST HIGHWAY BC (CA8150). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Business Solutions Advisor - Montebello Financial Center Bank of AmericaBusiness Solutions Advisor - Montebello Financial CenterMontebello, CaliforniaPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience. This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan.
Financial Solutions Advisor - Northern Inland Empire Area Bank of AmericaFinancial Solutions Advisor - Northern Inland Empire AreaChino, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor- Los Angels Metro Bank of AmericaFinancial Solutions Advisor- Los Angels MetroCulver City, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
Financial Solutions Advisor - OC West Bank of AmericaFinancial Solutions Advisor - OC WestNewport Beach, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Central LA Bank of AmericaFinancial Solutions Advisor - Central LALos Angeles, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Valley Coast MarketWoodland Hills, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Solutions Advisor - Beverly West Region Bank of AmericaFinancial Solutions Advisor - Beverly West RegionSanta Monica, CaliforniaUS - CA - Camarillo - 2400 E Ponderosa Dr - CAMARILLO BC (CA6106), US - CA - Los Angeles - 10731 W Pico Blvd - RANCHO PARK BC (CA9174), US - CA - Los Angeles - 11911 San Vicente Blvd - BRENTWOOD DISTRICT BC (CA8127), US - CA - Los Angeles - 12316 W Washington Blvd - WASHINGTON-CENTINELA BC (CA9160), US - CA - Los Angeles - 930 Westwood Blvd - WESTWOOD VILLAGE BC (CA8106), US - CA - Malibu - 23717 Malibu Rd - MALIBU BC (CA8149), US - CA - Santa Barbara - 1096 Coast Village Rd - Montecito (CA6161), US - CA - Santa Maria - 2060 S Brdway - South Broadway (CA0269), US - CA - Santa Monica - 1301 4th St (CA8115), US - CA - Santa Monica - 1430 Wilshire Blvd - WILSHIRE-15TH BC (CA8134), US - CA - Venice - 121 Windward Ave - VENICE BC (CA8189), US - CA - West Los Angeles - 11501 Santa Monica Blvd - WEST LOS ANGELES BC (CA8101). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.