- Citigroup (Chino Hills, 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
- BMO Financial Group (Newport Beach, CA)
- …to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with creation business ... provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding… more
- Deloitte (Costa Mesa, CA)
- …career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- Citigroup (Aliso Viejo, CA)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager , etc.) + Organize… more
- BMO Financial Group (San Diego County, CA)
- We are seeking a Director level Senior Relationship manager in our Diversified Industries Group. The ideal candidate has 10+ years of experience calling on ... One Client focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth...Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders… 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