- City National Bank (Beverly Hills, CA)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). ... materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned by the … 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 ... capabilities and develop solutions across investments including brokerage, trust and wealth transfer, credit, deposit, and all other appropriate services. *… more
- Deloitte (Los Angeles, CA)
- Retirement and Wealth Provider Solutions Analyst Our Human Capital practice is at the forefront of transforming the nature of work. As converging forces reshape ... Work you'll do As a Deloitte Consulting Retirement & Wealth Provider Solutions Analyst , you will help Retirement Service Providers gain competitive advantages.… more
- Citigroup (Woodland Hills, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the… more
- City National Bank (Los Angeles, CA)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… 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 established ... to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify...Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst… more
- City National Bank (Beverly Hills, CA)
- …Market markets * 3 plus years delivering formal client presentations * CFA - Charter Financial Analyst (or in process of CFA) * Ability to travel up to 40% of the ... time (including but not limited to the following locations: Austin, San Antonio, El Paso, South Texas) *Additional Qualifications* * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working… more
- AON (Los Angeles, CA)
- Southern California New Business Analyst , Growth Operations The US Commercial Risk and Health New Business Analyst ("NBA") will work primarily with US Commercial ... At the direction of the Sales Team, research prospects and clients, using analyst reports, SEC reports, Yahoo! Finance, and related sources of information, to… more
- House of Blues (Beverly Hills, CA)
- …expect a better, more personalized experience. We are looking for a strong Business Analyst to help us grow our Fan-Based Marketing capabilities. This person will be ... paid time off including paid holidays, sick time, and personal days + WEALTH : 401(k) program with company match, stock reimbursement program + FAMILY: New parent… more
- Live Nation (Beverly Hills, CA)
- …sounds like you then please read on! THE ROLE The IT Systems Security Analyst will be responsible for maintaining and enhancing the security posture of the ... sick time and paid days off for your birthday, Free concert tickets + WEALTH : 401(k) program with company match, Stock Program + FAMILY: New parent programs &… more
- Live Nation (Beverly Hills, CA)
- …sick time and paid days off for your birthday, Free concert tickets + WEALTH : 401(k) program with company match, Stock Program + FAMILY: New parent programs & ... support including caregiver leave and childcare cash, infertility support + CAREER: Tuition reimbursement, student loan repayment internal growth and development programs & trainings + OTHERS: Volunteer time off, crowdfunding network EQUAL EMPLOYMENT… more
- Live Nation (Beverly Hills, CA)
- …generous paid time off including paid holidays, sick time, and personal days . WEALTH : 401(k) program with company match, stock reimbursement program . FAMILY : New ... parent programs including caregiver leave and baby bonuses, plus fertility, adoption, foster, or surrogacy support . CAREER : Career and skill development programs with School of Live, tuition reimbursement, and student loan repayment . OTHERS : Volunteer time… more