- Citigroup (Downey, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to meet the… more
- Zions Bancorporation (Irvine, CA)
- …banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Irvine/South California ... Bankers + Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor , your role will be to build wealth management… more
- M&T Bank (Los Angeles, CA)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- Charles Schwab (Los Angeles, CA)
- …helping us "challenge the status quo" and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience....a firm that will challenge you to deepen your wealth management expertise, within a role that allows you… more
- TIAA (Sherman Oaks, CA)
- ** Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- JPMorgan Chase (Lakewood, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- BMO Financial Group (Los Angeles, CA)
- …issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions ... Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank products, services and… more
- US Bank (Rancho Palos Verdes, CA)
- …Day One. **Job Description** This position is designed to be a developmental Financial Advisor at the Associate level. Under the guidance and in partnership with a ... senior advisor , this advisor will learn and develop...senior advisor , this advisor will learn and develop skills to consult with...of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65… more
- JPMorgan Chase (Irvine, CA)
- …in building that experience, this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you ... **Job responsibilities** + * Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their… more
- JPMorgan Chase (Los Angeles, CA)
- …a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors...in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in… more
- Bank of America (Los Angeles, CA)
- Private Wealth Client Relationship Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model… more
- BMO Financial Group (Los Angeles, CA)
- **This role is centered around ADVANCE FINANCIAL PLANNING experience.** Provides wealth planning (advanced financial planning) guidance and counsel to the High Net ... Worth (HNW) client segment. Works collaboratively in partnership with Wealth Advisors and Senior Wealth Strategists to...relationship development are met. + Acts as a trusted advisor to assigned business/group. + Assists in the development… more
- City National Bank (Los Angeles, CA)
- * WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? The Wealth Strategist position is part of CNR's Private Wealth Solutions (PWS) team, and is responsible for ... CNR by partnering with field business development officers. Initially support Senior Wealth Strategists throughout the planning process, with the ultimate goal of… more
- Citigroup (Los Angeles, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Bank of America (Los Angeles, CA)
- Registered Wealth Management Client Associate Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are… more
- Bank of America (Los Angeles, CA)
- Wealth Management Client Associate Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are… more
- Deloitte (Costa Mesa, CA)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Manager in our Private Wealth ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- City National Bank (Los Angeles, CA)
- *PRIVATE WEALTH ANALYST* WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for high-net-worth and ... capabilities and develop solutions across investments including brokerage, trust and wealth transfer, credit, deposit, and all other appropriate services. *… more
- City National Bank (Irvine, CA)
- *PRIVATE WEALTH ANALYST* WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for high-net-worth and ... capabilities and develop solutions across investments including brokerage, trust and wealth transfer, credit, deposit, and all other appropriate services. *… more
- Citigroup (Downey, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more