- JPMorgan Chase (Los Angeles, CA)
- …income, and financial security for their families and businesses. Job Summary: As a Wealth Management , Life Insurance Specialist, Executive Director ... and Chase Wealth Management . The Wealth Management Insurance and Retirement...65) required + Active Life & Health insurance license JP Morgan Wealth Management… more
- Umpqua Bank (Los Angeles, CA)
- Senior Wealth Advisor Wealth Management Scottsdale, Arizona Sacramento, California Greenwood Village, Colorado Los Angeles, California San Diego, California ... understanding of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to… more
- Citigroup (Downey, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- HSBC (Arcadia, CA)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... 7, 66 (in lieu of 63 and 65), California Life and Health insurance licenses required +...status as a protected veteran. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-California-Arcadia… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… 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 ... to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients...63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State)… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Equitable (Los Angeles, CA)
- Wealth Management Associate - Retirement Benefits Group - CA, Los Angeles (5041) ( 230000II ) **Primary Location** : UNITED STATES-CA-Los Angeles ... career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power...and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance ; and Transportation Reimbursement Incentive Program… more
- Equitable (Los Angeles, CA)
- Wealth Management Associate - CA, Los Angeles (5100) ( 2400006B ) **Primary Location** : UNITED STATES-CA-Los Angeles **Organization** : Equitable Advisors ... 24 months as a financial professional, empowering you to establish your career in wealth management . Stable pay is based on a structured 40-hour workweek with… more
- HUB International (Los Angeles, CA)
- …and adoption of RPW programs and initiatives amongst retirement plan and wealth management -focused advisors within a geographic location, using a highly ... a similar role in the securities industry, preferably in the retirement plan and/or wealth management space (Preferred) + At least 10+ years of work experience… more
- JPMorgan Chase (Los Angeles, CA)
- …solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...a condition of employment + A valid and active Life , Health and Long Term Care Insurance … more
- US Bank (Rancho Palos Verdes, CA)
- …or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and ... all of us to bring our shared ambition to life , and each person is unique in their potential....of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65… more
- BMO Financial Group (Los Angeles, CA)
- …+ Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge of Bank products, services and ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio...offers health insurance , tuition reimbursement, accident and life insurance , and retirement savings plans. To… more
- Citigroup (Los Angeles, CA)
- …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi… more
- Bank of America (Los Angeles, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... California; Riverside, California; Rolling Hills Estates, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- WTW (Los Angeles, CA)
- …and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance , AD&D, Group Legal, Identify Theft Protection, Wellbeing ... **Description** **The Role** The Healthcare and Life Sciences (HC&LS) Industry Vertical leader is highly-collaborative and provides both the strategic vision and… more
- Charles Schwab (Pasadena, CA)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will...in additional to furthering your own professional development in Wealth Management . **What's in it for you:**… more
- US Bank (Los Angeles, CA)
- …and discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and ... for soliciting, developing, managing, and retaining client relationships for Private Wealth Management . This position requires National Mortgage Licensing System… more
- Comerica (Los Angeles, CA)
- …dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance , AD&D, and supplemental health programs to offset unexpected ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- Comerica (Los Angeles, CA)
- …dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance , AD&D, and supplemental health programs to offset unexpected ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more