- Bank of America (El Segundo, CA)
- Registered Wealth Management Client Associate El Segundo, California **To proceed with your application, you must be at least 18 years of age.** ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/El-Segundo/ Registered - Wealth - Management - Client -Associate\_25045290) **Job Description:** Merrill Wealth Management… more
- JPMorgan Chase (Westminster, CA)
- …their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will be tasked with delivering exceptional client ... our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment… more
- JPMorgan Chase (Gardena, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- HUB International (Pasadena, CA)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and...and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an… more
- MUFG (Los Angeles, CA)
- …in Financial Services industry is required** + Prior experience in corporate banking, wealth management or at a senior retail branch level is preferred ... client request and inquiries and contribute to department management through participation into trainings, projects and maintaining comprehensive data (20%):**… more
- City National Bank (El Segundo, CA)
- *PRIVATE BANKER* WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a ... financial services advice to these clients including: banking, credit, asset management , trust and estate planning, and brokerage. Manages overall relationship… more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- …Qualifications Basic qualifications + Professional will have hands on experience in the Wealth Management Field. + Teaching Experience. + Advanced degree. + Must ... The Personal Financial Planning program is a CFP Board registered program which focuses on two goals: + Providing...required to prepare a comprehensive financial plan for a client . + Provide the student with skills and knowledge… more