- Citigroup (Downey, 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
- US Bank (Rancho Palos Verdes, CA)
- … Advisor at the Associate level. Under the guidance and in partnership with a senior advisor , this advisor will learn and develop skills to consult with ... - At least two years of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65 or 66 and state insurance licenses.… 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)
- …market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing ... Private Wealth Client Relationship Manager Los Angeles, California **Job...the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model… more
- City National Bank (Los Angeles, CA)
- …to CNR by partnering with field business development officers. Initially support Senior Wealth Strategists throughout the planning process, with the ultimate ... succession planning. What you will do * Work with Senior Wealth Strategist and Wealth ...months of employment * CEPA - Certified Exit Planning Advisor within one year of employment *Skills and Knowledge*… 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
- Citigroup (Los Angeles, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- Bank of America (Los Angeles, CA)
- Market Leader - Advisor Development Program Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- WTW (Los Angeles, CA)
- **Description** As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering ... large client engagements and serving as a strategic advisor to clients in your areas of subject matter...solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align… more
- Deloitte (Costa Mesa, 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
- Citigroup (Beverly Hills, CA)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- BMO Financial Group (Los Angeles, CA)
- …experience, identifies gaps, issues and best practices. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic ... the integrated BMO OneClient focus across all lines of business including Wealth , Retail, Business Banking, and Diversified Industries Group. This role facilitates… more
- The Walt Disney Company (Burbank, CA)
- …and cross-sells Partners' products and services during each interaction. As a Senior Member Experience Professional, you will take on a leadership role within ... and cross-sells Partners' products and services during each interaction. As a Senior Member Experience Professional, you will take on a leadership role within… more
- Carrington (Anaheim, CA)
- …TPO Process flows, and Loan Operating Systems. + Ability to effectively interact with senior management as an advisor on projects. + Ability to organize and ... and organizational transformation to accomplish business objectives. Collaborates with senior business leaders, functional leaders, and employees to understand… more
- Anywhere Real Estate (Los Angeles, CA)
- ** Senior Director of Strategic Marketing, Anywhere Integrated Services** **About Anywhere Real Estate** Anywhere Real Estate (NYSE: HOUS) is the largest residential ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- JPMorgan Chase (Los Angeles, CA)
- …extensive network and resources to position the firm as a strategic advisor . The Business Development team collaborates across the Global Banking franchise, ... to investor clients across private equity, strategics, family offices, and sovereign wealth funds, and is uniquely positioned to generate opportunities across M&A… more