Financial manager • downey ca
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and ins... Show more
The Senior Financial Analyst is responsible for managing budgeting, forecasting, and delivering comprehensive financial reporting and analysis to drive business performance.This role partners with ... Show more
It's fun to work in a company where people truly BELIEVE in what they're doing!.We're committed to bringing passion and customer focus to the business.The position is responsible for providing time... Show more
Financial Planning & Analysis Analyst MUST BE LOCATED IN CALIFORNIA  On Site,  Downey, California  About the Company We are working with a trusted leader in the manufacturing of ... Show more
Financial Planner Job Duties: Provide financial planning and investment advisory services.Research and present investment strategies.Develop and execute retirement planning.Implement risk managemen... Show more
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee... Show more
Prepare monthly journal entries, account reconciliations, and supporting schedules.Participate in monthly, quarterly, and annual financial close activities.Analyze financial results and explain acc... Show more
Financial Planning & Analysis Analyst.Votaw Precision Technologies is a trusted leader in the manufacturing of complex precision components, assemblies, and systems for the aerospace, defense, and ... Show more
Bank Of America Financial Advisor.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Ori... Show more
Vice President, Financial Services and Systems.Algonquin Power & Utilities Corp.AQN), parent company of Liberty, is a diversified international generation, transmission, and distribution utility.AQ... Show more
The Manager coordinates the food service activities of the restaurant in order to ensure exceptional guest satisfaction.Oversees dining room and kitchen food service activities.Supervises employees... Show more
DataAnnotation is committed to creating high-quality AI.Enjoy the flexibility of remote work and the freedom to set your own schedule.This is an opportunity to work with us as an independent contra... Show more
PT/FT Financial Professional (Remote).Buena Park, California, United States Or refer someone Job Openings PT/FT Financial Professional (Remote).PLEASE READ JOB DESCRIPTION BEFORE APPLYING.OUR MISSI... Show more
Insurance And Financial Services Producer.As a producer for the Soto Agency, you are vital to our daily business operations and customers' success.You grow our agency through meaningful customer re... Show more
Join us and grow your career to new heights.Lincoo Financial & Insurance Services Inc in La Palma, California, is looking for a confident, experienced Producer / LSP to join our team.In this Part t... Show more
Assistant Director Of Financial Aid.Cerritos College invites applications for the position of Assistant Director of Financial Aid, a leadership opportunity within the Enrollment Services Division f... Show more
Welcome to Centr - The Home of Strength.Centr is a globally recognized wellness platform founded by Chris Hemsworth in 2019.Centr is where the strong get stronger with state-of-the-art fitness equi... Show more
Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION: The Financia... Show more
Coordinator, Development Financial Services.CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer.Our team of experts works together to identify and creat... Show more
LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at BMO Bank in Pico Rivera, CA would allow you to join the Investment Pr... Show more
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.
