- 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
- Charles Schwab (Los Angeles, CA)
- …helping us "challenge the status quo" and transform the finance industry together.** As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience....a firm that will challenge you to deepen your wealth management expertise, within a role that allows you… more
- City National Bank (Los Angeles, CA)
- …ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned ... CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's...you will do** + Business Development serves as the wealth mgmt. point of contact for Personal & Business… 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
- HUB International (Los Angeles, CA)
- …their excellence throughout the insurance community. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make things ... compliance department. The SVP of Compliance ("SVP"), HUB Retirement and Private Wealth ("RPW"), will be a highly visible, leadership position, reporting directly… more
- Bank of America (Los Angeles, CA)
- Private Wealth Market Client Relationship Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model… more
- Bank of America (Los Angeles, CA)
- Wealth Management Specialist - NR Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- City National Bank (Los Angeles, CA)
- ** WEALTH STRATEGIST CNR** **WHAT IS THE OPPORTUNITY?** This position is responsible for further expanding City National Rochdale's relationships with its high and ... attract new prospective clients to CNR by partnering with Senior Investment Consultants and the independent financial advisors they...and the independent financial advisors they serve. Support Sr Wealth Strategist and Wealth Strategist team in… more
- Morgan Stanley (Pasadena, CA)
- …Director of Investments is a senior service level position for aFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamswho is responsible for ... Investments provides exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a daily basis. The… 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
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... at wellsfargojobs.com . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as providing service… more
- KPMG (Los Angeles, CA)
- **Business Title:** Advisory Senior Associate, Strategy | Multiple Locations Fall 2025 **Requisition Number:** 117514 - 8 **Function:** Advisory **Area of ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...career in Advisory. KPMG is currently seeking an Advisory Senior Associate for our Strategy practice in Deal Advisory… more
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate, Working Capital **Requisition Number:** 113120 - 8 **Function:** Advisory **Area of Interest:** **State:** CA **City:** Los ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...a career in Advisory. KPMG is currently seeking a Senior Associate in Performance Transformation for our KPMG Strategy… 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
- 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
- Bank of America (Encino, CA)
- Business Banking Relationship Manager/ Senior Relationship Manager - Encino, CA/Westlake Village, CA Encino, California;Westlake Village, California **Job ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… 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