- Citigroup (Los Angeles, 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
- 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
- Bank of America (Los Angeles, CA)
- Private Wealth Senior Relationship Manager Los Angeles, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Description:** This job is responsible for supporting the Private Wealth Financial Advisor (FA) team to further...onboarding and resolving escalations + Partners with the Financial Advisor (FA) team and/or Senior Business Managers… more
- Deloitte (Los Angeles, CA)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... 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) + Ability… more
- Deloitte (Los Angeles, CA)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... 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
- CH Robinson (Los Angeles, CA)
- …independently in direct customer facing activities + Serve as mentor to other "non- senior " members of the team + Other duties or responsibilities as assigned ... valued and respected. Affirmative Action Employer/EOE/M/F/Disabled/Veteran **Benefits** **Your Health, Wealth and Self** Your total wellbeing is the foundation of… more
- Atria Wealth Solutions (Los Angeles, CA)
- …Services, LP (CFS) and Sorrento Pacific Financial, LLC. (SPF), a subsidiary of Atria Wealth Solutions is looking for a Financial Advisor to work remotely in ... the Greater Los Angeles, CA area. Our In-House Financial Advisor is responsible for: + Focus on sales and...We deliver a clear path to the future of wealth management with the open-minded agility, senior -level… more
- Atria Wealth Solutions (Los Angeles, CA)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to ... CUSO Financial Services, LP (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal… more
- Atria Wealth Solutions (Riverside, CA)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to ... (CFS) is helping in their search for a Financial Advisor via this posting on our website. Wescom Financial...website. Wescom Financial Services, LLC is seeking a Financial Advisor in the Riverside CA area. We value and… more
- BMO Financial Group (Los Angeles, CA)
- Provides specialized wealth planning for Ultra High Net Worth (UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and ... Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession,… more
- Publicis Groupe (Los Angeles, CA)
- …a Product Manager at Publicis Sapient, you act as your clients' trusted advisor in leading the overall vision, strategy, roadmap, and prioritization for a specific ... & Settlement, Client & Regulatory Reporting, Results & Attribution + Wealth Management - Lead Generation & Prospecting, Client Onboarding, Trading, SMA/UMA,… more
- BMO Financial Group (Los Angeles, CA)
- …benefit of the client and the business relationship. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic ... Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. + Influences how teams/groups...is preferred. + Expert knowledge of all facets of wealth management. + Expert knowledge of Bank products, services… more
- Deloitte (Los Angeles, 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
- Cherry Bekaert (Los Angeles, CA)
- …services associated with owning, managing, and preserving businesses and wealth , including asset protection, family government services, estate and succession, ... planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director,...as a formal and informal mentor to managers and senior managers and as a valued colleague (as it… more
- EverBank (Encino, CA)
- **Banking Specialist Sr** The Banking Specialist Senior promotes the organization's banking services, recognizes sales opportunities, and makes introductions to team ... managers, relationship managers, or other delivery channels such as mortgage, wealth management, and treasury management. This job understands client needs with… more
- Deloitte (Los Angeles, CA)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team ... best practices + Partnering with clients as a trusted advisor to bring DERMS and DER industry domain expertise...complex ideas effectively, both verbally and in writing, with senior client stakeholders, project sponsors and client teams through… more
- Bank of America (Newport Beach, CA)
- …sales and credit skills with the goal of transitioning into a Senior Relationship Manager role upon completion of the program. Key responsibilities include ... other operational services offered by the bank. **Responsibilities:** + Acts as a trusted advisor for clients and prospects with annual revenues of $50 million to $2… more
- Morgan Stanley (Newport Beach, CA)
- …* At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management ... a team * Strong attention to detail * Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( eg CEO, CFO, COO) of the Company. Capable to lead ... with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met… more