- 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
- JPMorgan Chase (Beverly Hills, 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
- 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
- City National Bank (El Segundo, 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