- 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
- 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
- Bank of America (Los Angeles, CA)
- Wealth Management Specialist - NPD Los Angeles, California **Job Description:** **Business Overview:** Merrill Lynch Wealth Management is a leading provider of ... and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in… 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
- JPMorgan Chase (Los Angeles, CA)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a… 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
- 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
- Deloitte (Los Angeles, CA)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team ... on June 3, 2024. Work You'll Do As a Senior Consultant, you will help lead and deliver small...legacy processes + Partnering with clients as a trusted advisor to bring DERMS and DER industry domain expertise… more
- Fifth Third Bank, NA (El Segundo, 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
- 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 ... become part of the credit union environment providing support to the Financial Advisor (s) and help to build member relationships. The position is responsible for… 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...of reusable collateral + Ability to effectively communicate with senior client stakeholders, project sponsors and client teams +… more