- JPMorgan Chase (Irvine, CA)
- …Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...200 years and today we are a leader in investment banking , consumer and small business … more
- Bank of America (Ontario, CA)
- …and external partners and centers of influence Required skills: * 12+ years of private banking or complex financial services experience OR minimal equivalent of ... Private Client Advisor II Ontario, California **Job Description:**...management * Influencing * Consulting * Problem Solving * Investment Products and Solutions * Advisory Sales … more
- Wells Fargo (Woodland Hills, CA)
- …combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking + Experience recommending financial services products and ... + Maintain deep knowledge and understanding of Wells Fargo's banking , credit and investment financial solutions and...work holidays and weekends + Adherence to Wells Fargo sales practices risk management culture + Current registration for… more
- Zions Bancorporation (Irvine, CA)
- … professionals, which includes: + Retail Bankers + Community/Business Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio ... high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession… more
- US Bank (Sylmar, CA)
- …including investment and insurance products and services + Knowledge of private banking products and services, including credit processes and policies + ... and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management… more