3 Bank jobs found in Irvine, CA

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes. The Financial Wealth Advisor is responsible for providing clients with sound advice regarding their financial planning and investments. Responsibilities include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. PRIMARY RESPONSIBILITIES: ​ Support senior wealth advisors with day-to-day service for individual and household clients,...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

We’re looking for a strategic, results-driven Regional Executive to take ownership of the revenue and profitability of our $100M+ Pacific region. In this leadership role you will own developing and implementing underwriting strategies across our commercial lines for the Pacific region. You’ll lead a dedicated regional team of 20+ professionals, fostering a collaborative environment focused on operational excellence and professional growth. What you’ll do Create and execute regional strategies to optimize premium growth and profitability across applicable commercial lines of business. Strategies are regionally based and informed by a deep understanding of market dynamics, independent agencies and end customers, relationships and any other factors that influences paths to market in the niche. Maintain close contact with marketing functions and agencies to define target market segments, marketing requirements, key business strategies, and the competitive environment for...