- Fidelity TalentSource LLC (Los Angeles, CA)
- Job Description: Wealth Management Planning ConsultantFor you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our ... with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63… more
- Citigroup (Los Angeles, CA)
- …a financial advisory capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong analytical and ... Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and...experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** **Primary Location:**… more
- City National Bank (Los Angeles, CA)
- …to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. ... by partnering with Senior Investment Consultants and the independent financial advisors they serve. Support Sr Wealth ...Brokerage , or Insurance culture + CFP - Certified Financial Planner + CEPA - Certified Exit Planning Advisor… more
- Wells Fargo (Beverly Hills, CA)
- … Brokerage client support experience + Administrative support experience in financial services + Experience interacting directly with customers + Intermediate ... of business at wellsfargojobs.com . **In this role you will:** + Assist Financial Advisor(s) with sales, service , and operational related activities such as… more
- CH Robinson (Long Beach, CA)
- …knowledgeable customer advocate, committed to providing excellent levels of customer service through subject matter expertise and strong sense of accountability and ... to customer satisfaction. + Demonstrate mastery with respect to the customs brokerage products' standard operating procedures (SOP) and best practices. + Direct… more
- Wells Fargo (Los Angeles, CA)
- …Associates within designated markets. **Required Qualifications:** + 4+ years of Financial Services Industry experience, or equivalent demonstrated through one ... Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo...Serve as the main point of contact for operational, service and technology inquiries from Financial Advisors,… more
- US Bank (Los Angeles, CA)
- …year of sales experience in a financial services environment, including wealth management or brokerage firms. + Knowledge of FX strategies and solutions, ... financial markets and banking products and services ...with a high volume of applicants, such as customer service , contact center, and Financial Crimes investigations,… more
- Wells Fargo (Los Angeles, CA)
- …mortgage, investments, brokerage , or private banking + Experience recommending financial services products and services + Successfully completed ... then partner closely with peers in Business Banking Advisory Services , Mortgage and Wealth and Investment Management...license(s) + 3+ years of experience in a licensed financial services position + Customer service… more
- City National Bank (Los Angeles, CA)
- …today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. **\#LI-JR1** **\#CR-JR** ... equivalent + Minimum of 10 years banking and compliance experience at a financial institution with extensive understanding of banking, brokerage and investment… more
- Bank of America (Los Angeles, CA)
- …that provides advice and guidance related to the company's record-keeping, trust, custody, brokerage and wealth management services provided to retirement ... are guided by a common purpose to help make financial lives better through the power of every connection....Draft, maintain and negotiate legal agreements such as record-keeping services agreements, trust agreements, fund services agreements,… more
