- JPMorgan Chase (Los Angeles, CA)
- …income, and financial security for their families and businesses. Job Summary: As a Wealth Management , Life Insurance Specialist, Executive Director ... and Chase Wealth Management . The Wealth Management Insurance and Retirement...65) required + Active Life & Health insurance license JP Morgan Wealth Management… more
- Umpqua Bank (Los Angeles, CA)
- Senior Wealth Advisor Wealth Management Scottsdale, Arizona Sacramento, California Greenwood Village, Colorado Los Angeles, California San Diego, California ... understanding of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to… more
- Zions Bancorporation (Irvine, CA)
- …for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth Management is a specialized division within the bank that offers ... risk management . The primary goal of a wealth management group is to help clients...+ Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance . + A CFP(R)… more
- Citigroup (Downey, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- US Bank (Lancaster, CA)
- …position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You Will: + Meet with affluent ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability… more
- Bank of America (Newport Beach, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... Wealth Planner Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and… more
- HSBC (Arcadia, CA)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... 7, 66 (in lieu of 63 and 65), California Life and Health insurance licenses required +...status as a protected veteran. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-California-Arcadia… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- TIAA (Los Angeles, CA)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients...63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State)… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Equitable (Los Angeles, CA)
- Wealth Management Associate - Retirement Benefits Group - CA, Los Angeles (5041) ( 230000II ) **Primary Location** : UNITED STATES-CA-Los Angeles ... career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power...and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance ; and Transportation Reimbursement Incentive Program… more
- Equitable (Los Angeles, CA)
- Wealth Management Associate - CA, Los Angeles (5100) ( 2400006B ) **Primary Location** : UNITED STATES-CA-Los Angeles **Organization** : Equitable Advisors ... 24 months as a financial professional, empowering you to establish your career in wealth management . Stable pay is based on a structured 40-hour workweek with… more
- HUB International (Los Angeles, CA)
- …and adoption of RPW programs and initiatives amongst retirement plan and wealth management -focused advisors within a geographic location, using a highly ... a similar role in the securities industry, preferably in the retirement plan and/or wealth management space (Preferred) + At least 10+ years of work experience… more
- JPMorgan Chase (Los Angeles, CA)
- …solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...a condition of employment + A valid and active Life , Health and Long Term Care Insurance … more
- US Bank (Irvine, CA)
- …complex planning concepts & software + CFP/advanced degree + Extensive knowledge of Wealth Management products & services + Problem solving and analytical skills ... excel at-all from Day One. **Job Description** The PWM Wealth Planner is focused on providing clients with comprehensive...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability… more
- US Bank (Rancho Palos Verdes, CA)
- …or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and ... all of us to bring our shared ambition to life , and each person is unique in their potential....of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65… more
- BMO Financial Group (Los Angeles, CA)
- …+ Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge of Bank products, services and ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio...offers health insurance , tuition reimbursement, accident and life insurance , and retirement savings plans. To… more
- Citigroup (Los Angeles, CA)
- …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi… more
- Bank of America (Los Angeles, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... California; Riverside, California; Rolling Hills Estates, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- WTW (Los Angeles, CA)
- …and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance , AD&D, Group Legal, Identify Theft Protection, Wellbeing ... **Description** **The Role** The Healthcare and Life Sciences (HC&LS) Industry Vertical leader is highly-collaborative and provides both the strategic vision and… more