- JPMorgan Chase (Los Angeles, CA)
- …income, and financial security for their families and businesses. Job Summary: As a Wealth Management , Life Insurance Specialist, Executive Director ... and Chase Wealth Management . The Wealth Management Insurance and Retirement...65) required + Active Life & Health insurance license JP Morgan Wealth Management… more
- BMO Financial Group (Los Angeles, CA)
- …assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support national business growth while focusing ... Wealth Advisors to support their delivery of wealth management solutions. + Provides proactive, integrated...an asset. + JD/LL.M is considered an asset. + Life Insurance designation is considered an asset.… more
- HSBC (Beverly Hills, CA)
- …complex, regulatory, global environment. Ensure the effective implementation of a wealth management planning-led strategy to drive and grow profitable ... Refer to the HNAH Code of Ethics policy and Wealth Management Staff. For this role, HSBC...(in lieu of 63 and 65), 9, 10 and life and health insurance licenses required. Licenses… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- US Bank (Northridge, CA)
- …position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You Will: + Meet with affluent ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability… more
- HSBC (Arcadia, CA)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... 7, 66 (in lieu of 63 and 65), California Life and Health insurance licenses required +...status as a protected veteran. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-California-Arcadia… more
- US Bank (Los Angeles, CA)
- …for all aspects of Insurance Premium Finance (IPF) lending across Ascent, Private Wealth Management , and Wealth Management Community. Responsible for ... Description** The Wealth Management Banking Manager is accountable...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability… more
- TIAA (Pasadena, CA)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients...63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State)… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Equitable (Woodland Hills, CA)
- Wealth Management Associate - CA, Woodland Hills (3962) ( 200004CR ) **Primary Location** : UNITED STATES-CA-WOODLAND HILLS **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance ; and Transportation Reimbursement Incentive Program… more
- JPMorgan Chase (Canoga Park, CA)
- …meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management , you will have the opportunity to provide exceptional client ... providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management...+ A valid and active Series 66 (63/65), and Life and Health Insurance license must be… more
- HUB International (Los Angeles, CA)
- …risk management , life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 500+ offices ... aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. **About HUB Retirement & Private Wealth (RPW):** We… more
- JPMorgan Chase (San Gabriel, CA)
- …solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...a condition of employment + A valid and active Life , Health and Long Term Care Insurance … more
- TIAA (Pasadena, CA)
- Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their ... 63 & 65) registrations must be obtained within the first 120 days. State health and life insurance licenses must be obtained within the first 120 days as a… more
- BMO Financial Group (Pasadena, CA)
- …+ Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge of Bank products, services and ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio...offers health insurance , tuition reimbursement, accident and life insurance , and retirement savings plans. To… more
- Bank of America (Pasadena, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... Santa Clarita, California; Visalia, California; Bakersfield, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- US Bank (Los Angeles, CA)
- …role has multiple levels, open to candidates with 5+ years of experience in Wealth Management /Private Banking. The successful candidate will be hired for the ... Candidates who can speak Korean are highly preferred!** The Wealth Management Banker in the affluent segment...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability… more
- Deloitte (Los Angeles, CA)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance , Telecom, Media and Energy & Resources. Our ... the largest in the world, serving over 90% of Fortune 500 banking, insurance , securities, investment management , and real estate companies. Candidate profile The… more
- Charles Schwab (Seal Beach, CA)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... + Obtaining or acquiringFINRA Series 66 (63/65) license and Life & Health Insurance as it will...in additional to furthering your own professional development in Wealth Management . **What's** **in it for you:**… more
- Deloitte (Los Angeles, CA)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance , Telecom, Media and Energy & Resources. Our ... or components of large, complex engagements leadership for Enterprise Asset Management (EAM) implementation and integration projects that identify, design and… more