- Charles Schwab (Irvine, CA)
- …helping us "challenge the status quo" and transform the finance industry together.** As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you ... 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
- Citigroup (Aliso Viejo, CA)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Bank of America (Newport Beach, CA)
- Sr . Relationship Manager /RM - Middle Market (Newport Beach, CA) Newport Beach, California **Job Description:** At Bank of America, we are guided by a common ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- Bank of America (Newport Beach, CA)
- Sr . Relationship Manager - Global Commercial Banking (Middle Market) Newport Beach, California **Job Description:** This job is responsible for providing advice ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- The Walt Disney Company (Anaheim, CA)
- …and cross-sells Partners' products and services during each interaction. As a Senior Member Experience Professional, you will take on a leadership role within ... member inquiries, and providing support to the Member Experience Manager when needed with the potential to be trained...the potential to be trained in mortgage transactions. The Sr member Experience Professional will embody a welcoming and… more
- The Walt Disney Company (Anaheim, CA)
- …you have experience as a Financial Advisor , Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be ... resolving more complex member requests, and assists the Branch Manager and Member Experience Manager as needed....5-7 Qualified Referrals/Mo consisting of the following three: + Wealth Management Referrals + Auto Advisor /… more
- RGP (Irvine, CA)
- …approving the Investment Policy Statement and building a relationship with the donor advisor . + Consult with legal counsel as appropriate on matters related to the ... (active or inactive) required + Minimum of ten years with senior -level management experience within finance and/or accounting departments; non-profit experience… more