- Citigroup (Fullerton, 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
- Charles Schwab (Irvine, 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
- Wells Fargo (Irvine, CA)
- …client service and risk mitigation. **About this role:** Wells Fargo is seeking a Senior Lead Wealth Custom Lending Specialist Working at Wells Fargo | Jobs ... begins with outstanding talent. It all begins with you. Wealth & Investment Management, or WIM, is one of...**In this role, you will:** + Act as an advisor to leadership to develop or influence objectives, plans,… more
- Deloitte (Costa Mesa, 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
- Morgan Stanley (Long Beach, CA)
- … Management Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a ... on delivering an exceptional client experience. In supporting Financial Advisor (s) (FAs)/ Private Wealth Advisor (s)...planning. *DUTIES and RESPONSIBILITIES:* *Client Support:* * As a senior member of the service team, provide coverage for… 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
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Market Sales Manager in Wealth and Investment Management as part of Wells Fargo Advisors. We are seeking a driven and ... will have a proven ability to partner with leadership share best practices, new wealth management solutions and help advisors grow. Learn more about our career areas… more
- The Walt Disney Company (Anaheim, 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 ... Penetration Percentage . MBI Units / Penetration Percentage . Wealth Management Referrals . Partners Home Mortgage Referrals ....Management Referrals . Partners Home Mortgage Referrals . Auto Advisor / Autoland Referrals . Mystery Shops Shift work… more