- Bank of America (El Segundo, CA)
- Registered Wealth Management Client Associate El Segundo, California **To proceed with your application, you must be at least 18 years of age.** ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/El-Segundo/ Registered - Wealth - Management - Client -Associate\_25045290) **Job Description:** Merrill Wealth Management… more
- Citizens (San Francisco, CA)
- …a pivotal role in delivering exceptional client service and support within the wealth management space. You will work closely with Wealth Managers and ... support to help us continue exceeding expectations. As a Registered Client Associate on this team, you...Previous client service and administrative experience within Wealth Management + 3+ Years of relevant… more
- JPMorgan Chase (Whittier, CA)
- …their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will be tasked with delivering exceptional client ... our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment… more
- JPMorgan Chase (Seal Beach, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- HUB International (Encino, CA)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and...and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an… more
- Wells Fargo (Irvine, CA)
- …role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- US Bank (Roseville, CA)
- …in order to refer clients to registered representatives in partnership with wealth management teams. No direct investment sales are made by the Premier ... Relationship Consultants must actively maintain FINRA registrations to meet defined referral client and wealth management introductions. Position requires… more
- MUFG (Los Angeles, CA)
- …in Financial Services industry is required** + Prior experience in corporate banking, wealth management or at a senior retail branch level is preferred ... client request and inquiries and contribute to department management through participation into trainings, projects and maintaining comprehensive data (20%):**… more
- T. Rowe Price (San Francisco, CA)
- … globally. This role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $650B in AUM. ... The Wealth Management distribution group strives to build...outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base… more
- City National Bank (Los Angeles, CA)
- *PRIVATE BANKER* WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a ... financial services advice to these clients including: banking, credit, asset management , trust and estate planning, and brokerage. Manages overall relationship… more
- City National Bank (Los Angeles, CA)
- …Minimum 8 years' of experience with bank products and services (eg deposits, wealth management , cash management , international, etc.) required. *Additional ... * Bachelor's Degree or equivalent * Minimum 8 years' experience in client service, banking operations or banking relationship management support required.… more
- Vanguard (Oakland, CA)
- …Personalized Indexing (VPI) provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who service ... drive further automation + Works closely with operations and client facing teams to help p roduces and present...+ Minimum five years relevant work experience, preferably in wealth or asset management . + Prior experience… more
- Navy Federal Credit Union (Vacaville, CA)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/advisor/agent of Navy Federal ... events to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of...needs and complexity + Provide investment industry expertise to client investment consultations and servicing of life insurance and… more
- Wells Fargo (Roseville, CA)
- …a Supervisory Control Manager to join our Client Relationship Group within Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... of the branch offices within the Market, including supervisory oversight of the Registered and Unregistered Associates assigned to the Market + Work in partnership… more
- Wells Fargo (Los Angeles, CA)
- …organizational structures and influence without direct authority. + Familiarity with wealth management platforms, advisor technology tools, and digital ... Growth Director to support the Independent Solutions Channel, which includes FiNet and Registered Investment Advisors (RIA). This role is part of the National Sales… more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- …Qualifications Basic qualifications + Professional will have hands on experience in the Wealth Management Field. + Teaching Experience. + Advanced degree. + Must ... The Personal Financial Planning program is a CFP Board registered program which focuses on two goals: + Providing...required to prepare a comprehensive financial plan for a client . + Provide the student with skills and knowledge… more