- Citigroup (Downey, CA)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth 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… 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
- US Bank (Rancho Palos Verdes, CA)
- … Advisor at the Associate level. Under the guidance and in partnership with a senior advisor , this advisor will learn and develop skills to consult with ... - At least two years of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65 or 66 and state insurance licenses.… more
- BMO Financial Group (Los Angeles, CA)
- …provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding ... issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions… more
- Citigroup (Beverly Hills, CA)
- …acquisition and selling strategies, as well as collection management services. The Art Advisor Sr. Lead is a strategic professional who closely follows the latest ... required to negotiate internally and externally, often at a senior level. Developed communication and diplomacy skills are required...in Art History + Expertise and responsibility equivalent to senior specialist at auction house or Senior … more
- Deloitte (Costa Mesa, CA)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. 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) Preferred +… more
- Bank of America (Los Angeles, CA)
- …market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing ... Private Wealth Client Relationship Manager Los Angeles, California **Job...the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model… more
- City National Bank (Los Angeles, CA)
- …to CNR by partnering with field business development officers. Initially support Senior Wealth Strategists throughout the planning process, with the ultimate ... succession planning. What you will do * Work with Senior Wealth Strategist and Wealth ...months of employment * CEPA - Certified Exit Planning Advisor within one year of employment *Skills and Knowledge*… 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 ... individuals and family offices through Citi Wealth , operates in the affluent and high-net worth segments...required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides… 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 ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- Bank of America (Brea, CA)
- Market Leader - Advisor Development Program Newport Beach, California;Brea, California; Irvine, California **Job Description:** Merrill Wealth Management is a ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Wells Fargo (Beverly Hills, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as… more
- WTW (Los Angeles, CA)
- **Description** As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering ... large client engagements and serving as a strategic advisor to clients in your areas of subject matter...solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align… more
- Deloitte (Costa Mesa, CA)
- …Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Senior within the Tax-Exempt practice, you will spend at least half (potentially 100%) ... dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in… more
- Bank of America (Newport Beach, CA)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... Relationship Manager - EGP Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and… more
- City National Bank (Los Angeles, CA)
- …activity for coding/tax treatment accuracy. * Gather/submit pertinent facts to the Senior Trust Advisor regarding situations requiring the use of fiduciary ... estate needs in high volume environment. Regularly convenes and facilitates client, advisor and family meetings apprising of status. Identifies, collects and values… more
- Citigroup (Beverly Hills, CA)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- House of Blues (Beverly Hills, CA)
- …collaborating closely with business and IT leaders. + Serve as a trusted advisor to senior stakeholders across functions, ensuring strong alignment between ... global operations. As a key member of our IT Senior Leadership Team, the Vice President - Strategic Programs...including paid holidays, sick time, and personal days + WEALTH : 401(k) program with company match, stock reimbursement program… more
- Carrington (Anaheim, CA)
- …TPO Process flows, and Loan Operating Systems. + Ability to effectively interact with senior management as an advisor on projects. + Ability to organize and ... and organizational transformation to accomplish business objectives. Collaborates with senior business leaders, functional leaders, and employees to understand… more
- BMO Financial Group (Newport Beach, CA)
- …achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... integrated BMO OneClient focus across all lines of business including Wealth , Retail, Business Banking, and Diversified Industries Group. Facilitates growth… more