Jobs near Brea: 10,381
RS
Relevance Score ranked on: FINANCIAL CONSULTANT
Financial Consultant - Brea, CA
Brea
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nur...
Search Terms: Financial Consultant, Customer Experience, Financial, Consultant, Technology
88.8
0mi
Updated: May 11
Financial Consultant Associate
Walnut
To perform administrative duties and provide support to the Financial Consultant of Wealth Management. Responsibilities Answering general queries by telephone, email or in person. Organize and accurately maintains filing Help support Financial Consultant's daily operations functions / misc. projects....
Search Terms: Financial Consultant, Associate, Financial, Consultant, Technology
85
6.1mi
Updated: May 17
Senior Financial Consultant Associate
Rowland Heights
We are seeking a Financial Consultant Associate. The Financial Consultant Associate will perform administrative duties and provide support to the Financial Consultant of Wealth Management. Responsibilities Answering general queries by telephone, email or in person. Organize and accurately maintains f...
Search Terms: Financial Consultant, Associate, Financial, Consultant, Senior
84.8
3.6mi
Updated: April 24
AVP, HOA Quality Control Analyst Team Lead
Brea
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury managem...
Search Terms: Control Analyst, Quality Control, Team Lead, Quality Assurance, Service Manager
0
0mi
Updated: June 01
Wealth Planner - Brea, CA
Brea
As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning th...
Search Terms: Wealth, Planner, Financial Planning, Investment, Management
0
0mi
Updated: June 01
AVP, HOA Quality Control Analyst Team Lead
Brea
Oversees Quality Assurance team. Review Customer Information Profile and Customer Due Diligence (CIP/ CDD) profiles, reviewing key information in bank core systems and HOA platform against documentation to verify accuracy. Review activities and related documents for accuracy, consistency, and complia...
Search Terms: Control Analyst, Quality Control, Team Lead, Quality Assurance, Service Manager
0
0mi
Updated: June 01
Building Maintenance Mechanic
BREA
Our Distribution Center is looking for a Building Maintenance Mechanic. The position will be based in Brea, CA. Main responsibilities Ensure that all equipment is operating properly and safely. Perform periodic and general maintenance tasks throughout the facility as assigned and according to schedul...
Search Terms: Building Maintenance, Maintenance Mechanic, Building, Equipment, Maintenance
0
0mi
Updated: June 01
SVP, Chief Fannie Mae Underwriting Manager, Commercial Real Estate (Brea, CA)
Brea
Serves as HomeStreet’s Chief Underwriter for Fannie Mae’s Delegated Underwriting and Servicing (DUS) lending programs. Manage HomeStreet Capital’s processing and underwriting team, coordinate training and workflow. Structure, review, and approve all income property loan requests including pricing and...
Search Terms: Underwriting, Real Estate, Estate, Manager, Relationship Manager
0
0mi
Updated: June 01
AVP, HOA Quality Control Analyst Team Lead
Brea
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury managem...
Search Terms: Control Analyst, Quality Control, Team Lead, Quality Assurance, Service Manager
0
0mi
Updated: June 01
Business Development Manager – Consumer Products (California)
Brea, US
At Burns & McDonnell's Consumer Products team, we put people first - ours and our Clients'. We help our consumer product clients improve lives and make the world a better place, by transforming their toughest manufacturing problems into opportunities for their trusted brands! From the soaps that clea...
Search Terms: Business Development, Manager, Development, Business, Business Operations
0
0mi
Updated: June 01
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