- Citigroup (Fullerton, CA)
- …management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to meet the financial needs of our… 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 ... wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial ...+ Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor , your role will be to… 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 ... to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients...Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and… 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 ... Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… 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 ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...and skills** + At least 2 years in a Financial Advisor role or equivalent financial… 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 ... the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will… 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 ... primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that… more
- M&T Bank (Los Angeles, CA)
- …within a professional team environment supporting the delivery of an integrated wealth management offering consistent with the individual financial goals of ... relationship management teams. **Primary Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth … 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 businesses we serve to make better and smarter financial decisions and enabling the communities we support to...and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating… 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, ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Bank of America (Los Angeles, CA)
- …Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire ... 63/65 or 66 or equivalent; mustobtainall state registrations in support of Financial Advisor (s) and AdvisorTeam(s) IfSeries7, 63/65 or 66 orequivalentarenot… more
- Bank of America (Woodland Hills, CA)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...a defined path to become a successful and independent financial advisor . You will have the opportunity… more
- Bank of America (Seal Beach, CA)
- …Banking, as well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...a defined path to become a successful and independent financial advisor . You will have the opportunity… more
- Bank of America (Pasadena, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...have at least 5+ years of experience as a Financial Advisor with a transportable practice, a… more
- City National Bank (Los Angeles, CA)
- …planning. What you will do * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients ... * WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? This...Masters in Tax/Accounting/Business ) * Minimum 8 years of financial planning or related experience * Minimum 8 years… more
- Citigroup (Los Angeles, CA)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... Citi Global Wealth brings together the full power of Citi...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… more
- Bank of America (Woodland Hills, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Bank of America (Pasadena, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Deloitte (Costa Mesa, CA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Costa Mesa, CA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more