- Citigroup (Fullerton, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... 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 meet the… more
- Zions Bancorporation (Irvine, CA)
- …banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Irvine/South California ... Bankers + Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor , your role will be to build wealth management… more
- M&T Bank (Los Angeles, CA)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- Charles Schwab (Los Angeles, CA)
- …transform the finance industry together._** As a _Wealth Advisor_ within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary ... 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
- TIAA (Sherman Oaks, CA)
- ** Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- US Bank (Los Angeles, CA)
- …and discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment ... and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio… more
- JPMorgan Chase (Northridge, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- M&T Bank (Los Angeles, CA)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting ... the delivery of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a… more
- Bank of America (Los Angeles, CA)
- …company's business objectives and contributes to market profitability by influencing Private Wealth Advisor business practices in ways that minimize regulatory, ... Merrill Private Wealth Supervision Manager Los Angeles, California **Job Description:**...partnering with the Regional Managing Director and coaching the Advisor . Their functions are related to the Regional Managing… more
- BMO Financial Group (Los Angeles, CA)
- …guidelines. + Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager. + Develops an understanding of the ... financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned… more
- JPMorgan Chase (Irvine, CA)
- As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans ... full book of clients. * Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial… more
- Wells Fargo (Pasadena, CA)
- **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... more about our career areas and lines of business at wellsfargojobs.com. **In this role, you will:** + Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the… more
- US Bank (Irvine, CA)
- …problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist. Works proactively to ... discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Universal Assistant is a service and support representative… more
- City National Bank (Irvine, CA)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned ... CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's...you will do * Business Development serves as the wealth mgmt. point of contact for Personal & Business… more
- JPMorgan Chase (Los Angeles, CA)
- …a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors...in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in… more
- US Bank (Orange, CA)
- …bodies, ensuring regulatory standards are met - Has a deep understanding of the Wealth Management Advisor 's business model, needs and key drivers as well as ... the sales process - Considerable knowledge of internal administrative, compliance and operational procedures - Strong communication, organization, problem-solving, prioritization, follow-up and relationship building skills If there's anything we can do to… more
- Bank of America (Los Angeles, CA)
- Wealth Management Specialist - NPD Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for… more
- City National Bank (Los Angeles, CA)
- * WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? This position is responsible for expanding the CNR's relationships with its high ultra-high net-worth (UHNW**) ... by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in...months of employment * CEPA - Certified Exit Planning Advisor within one year of employment *Skills and Knowledge*… more
- Citigroup (Los Angeles, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... 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… more
- Bank of America (Woodland Hills, CA)
- Wealth Management Client Associate Woodland Hills, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are… more