- 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
- Morgan Stanley (Pasadena, CA)
- …and externally * Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities ... and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor ,...across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is… more
- Morgan Stanley (Pasadena, CA)
- …and insurance objectives with the Financial Advisor / Private Wealth Advisor * Screens new client prospects that are developed through leads and ... with developing financial plans and investment strategies based on client goals. The Portfolio Management Associate creates a consistent...sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor … 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
- US Bank (Pasadena, CA)
- …**Job Description** Responsible for retention and growth of high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around ... client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship… 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
- Morgan Stanley (Pasadena, CA)
- …their productivity. The Chief of Staff plays a critical role in enhancing the client experience for their Financial Advisor / Private Wealth Advisor ... Staff is a strategic partner that supports a Financial Advisor / Private Wealth Advisor Team. The...client relationship operations to help support the Financial Advisor / Private Wealth Advisor team scale… 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
- Morgan Stanley (Pasadena, CA)
- …The Director of Investments provides exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a ... Investments is a senior service level position for aFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s)...* At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the… 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