- Citigroup (Downey, CA)
- …Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) ... Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows...at the center of everything we do. As a Senior Wealth Advisor , you will… 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 ... of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… 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 ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… 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)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Citigroup (Los Angeles, CA)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... Citi Global Wealth brings together the full power of Citi...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- BMO Financial Group (Los Angeles, CA)
- …to the High Net Worth (HNW) client segment. Works collaboratively in partnership with Wealth Advisors and Senior Wealth Strategists to develop and deliver ... relationship development are met. + Acts as a trusted advisor to assigned business/group. + Assists in the development...assessment to resolve strategic issues. + Works closely with Senior Wealth Strategists and Private Wealth… more
- Bank of America (Los Angeles, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... Market Leader - Advisor Development Program Los Angeles, California **Job Description:**...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life… more
- Citigroup (Beverly Hills, CA)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more
- JPMorgan Chase (Los Angeles, CA)
- …in supporting relationships between various client segments of the Commercial & Investment Bank, by leveraging JP Morgan's extensive network and resources to ... position the firm as a strategic advisor . The Business Development team collaborates across the Global Banking franchise, including Commercial Banking, Global… more