- Fidelity TalentSource LLC (Seal Beach, CA)
- …providing investment solutions and growing relationships with a dedicated local advisor . The Expertise We re Looking ForEffectively utilizing Fidelity s guidance ... you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexitySeries 7 & 63 licensed;… more
- EY (Los Angeles, CA)
- …Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple ... or professional tax organizationA thorough understanding of estate and wealth planningExperience with federal and state personal and trust taxationExperience… more
- EY (Los Angeles, CA)
- …exceptional experience for yourself, and a better working world for all.Risk Advisor , Internal Audit, Process and Controls - Banking (Financial Services Office) ... financial services experience working for or as a consultant of an insurer, bank, wealth or asset management firm.Must have 3 years of experience in developing risk… more
- Citigroup (Fullerton, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... 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 meet the… more
- Zions Bancorporation (Irvine, CA)
- …banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Irvine/South California ... Bankers + Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor , your role will be to build wealth management… 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
- 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 ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- US Bank (Sylmar, CA)
- …we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments,...growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With… more
- JPMorgan Chase (Long Beach, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- US Bank (Woodland Hills, CA)
- …is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all ... areas of Wealth Management. This position requires National Mortgage Licensing System...experience in high and ultra high net worth client wealth management activities **Preferred Skills/Experience** - Excellent relationship management,… more
- BMO Financial Group (Los Angeles, CA)
- …issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions ... Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank products, services and… more
- Morgan Stanley (Pasadena, CA)
- …servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor , this industry professional ... and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part… more
- Bank of America (Los Angeles, CA)
- …Join us! **Job Description:** This job is responsible for supporting the Private Wealth Financial Advisor (FA) team to further develop and enhance existing ... Private Wealth Senior Relationship Manager Los Angeles, California **Job...onboarding and resolving escalations + Partners with the Financial Advisor (FA) team and/or Senior Business Managers in developing… more
- JPMorgan Chase (Irvine, CA)
- As a Personal Advisor , you will build long-term, dedicated relationships with your clients. You will meet with clients primarily through scheduled appointments via ... monitor and maintain their investments + 2 years in a Financial Advisor role or equivalent financial services experience demonstrating an advanced understanding of… more
- Morgan Stanley (Woodland Hills, CA)
- …of the overall marketing initiative * Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations ... in or conduct client meetings with or on behalf of the Financial Advisor / Private Wealth Advisor * Engages in interactive dialogue with clients and… more
- Morgan Stanley (Long Beach, CA)
- …SUMMARY:* The Chief of Staff is a strategic partner that supports a Financial Advisor /Private Wealth Advisor Team. The role provides an opportunity to ... a critical role in enhancing the client experience for their Financial Advisor /Private Wealth Advisor team by creating, developing, and executing on… more
- TIAA (Los Angeles, CA)
- ** Wealth Distribution Internal Advisor Consultant** The Wealth Distribution Internal Advisor Consultant proactively builds business partnerships with ... assets, drive sales, cross sell advisors and convert prospects to clients. The Wealth Distribution Internal Advisor Consultant is responsible for meeting daily… 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 access, and… more
- JPMorgan Chase (Irvine, CA)
- At JP Morgan Wealth Management, investing feels like a personal relationship with a trusted partner. We're committed to delivering hands-on dedicated advisors, a ... full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals. This is a growth business for us with a commitment to diversity and inclusion. That's why we're going all in on the… more
- University of Southern California (Los Angeles, CA)
- … Wealth ManagementApply (https://usc.wd5.myworkdayjobs.com/ExternalUSCCareers/job/Los-Angeles-CA University-Park-Campus/Credit-Union-Assistant-Vice-President- ... Priority Financial Group (PFG), is actively seeking a dynamic wealth management professionalto lead its new wealth ... accumulation/management team. . This is an experienced financial advisor 's dream, as it's an open canvas upon which… more
