- Umpqua Bank (Newport Beach, CA)
- Private Client Advisor Wealth Management Newport Beach, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... join our team in various capacities includingTrust Officer,Portfolio Manager, and Private Client Advisor . Weare agrowth-mindedwealth managementcompanythat… more
- Bank of America (Newport Beach, CA)
- Private Client Advisor II Newport Beach, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... investable assets) * Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused individual with… more
- JPMorgan Chase (Buena Park, CA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- BMO Financial Group (Newport Beach, CA)
- …management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an ... understanding of and care for the client through proactive delivery of holistic advice and solutions...of holistic advice and solutions designed to meet the client 's specific financial planning needs. Coordinates and integrated team… more
- Morgan Stanley (Woodland Hills, CA)
- …initiative * Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities ... lead presentations in partnership with the Financial Advisors / Private Wealth Advisors on the team * Client ... meetings with or on behalf of the Financial Advisor / Private Wealth Advisor … more
- Citigroup (Fullerton, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have… more
- Southern California Edison (Irwindale, CA)
- …current systems, in addition to related operational and business process support. The Advisor role involves close collaboration with client training leads to ... Description **Join the Clean Energy Revolution** Become a **Learning & Development Advisor ** at Southern California Edison (SCE) and build a better tomorrow. This… more
- US Bank (Northridge, CA)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- Zions Bancorporation (Irvine, CA)
- …the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth ... We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in...which includes: + Retail Bankers + Community/Business Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio… more
- Southern California Edison (Rosemead, CA)
- Job Description **Join the Clean Energy Revolution** Become an **Environmental Science Advisor ** at Southern California Edison (SCE) and help build a better ... environmental documents is in your comfort zone, including quality assurance, client management, schedule and budget management, and team coordination. You love… more
- Southern California Edison (Rosemead, CA)
- Job Description **Join the Clean Energy Revolution** Become an **Environmental Science Advisor ** at Southern California Edison (SCE) and help build a better ... environmental documents is in your comfort zone, including quality assurance, client management, schedule and budget management, and team coordination. You love… more
- Southern California Edison (Rosemead, CA)
- …Description **Join the Clean Energy Revolution** Become an **IT Outsource Management, Advisor ** at Southern California Edison (SCE) and build a better tomorrow. In ... integration of operational activities. As an **IT Outsource Management, Advisor ** , your work will help power our planet,...for delivery of the bug fixes and software updates. ** Client Engagement** + Manage business relationships and liaises with… more
- Deloitte (Costa Mesa, CA)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Manager in our Private ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of… more
- Deloitte (Costa Mesa, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (Costa Mesa, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Deloitte (Costa Mesa, CA)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- …best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. * Trading of ... * May participate in live meetings with the Financial Advisor and their respective client (s). * Manages budgeting and tracking of Financial Advisor… more
- Morgan Stanley (Woodland Hills, CA)
- …Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- PNC (Irvine, CA)
- …and strategies for individuals and families with significant assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies, ... (AMG) is comprised of Institutional Asset Management and PNC Private Bank. AMG works with individual and corporate clients...you to cultivate relationships with clients and assume key client facing roles and/or prepare you for a role… more
- PNC (Irvine, CA)
- …and strategies for individuals and families with significant assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies, ... Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank and our Investment Office. We work with...to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor ,… more