- JPMorgan Chase (Lakewood, CA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Columbia Bank (Los Angeles, CA)
- **About the Role:** Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary ... relationships, often providing client leadership in these roles. Initially, the priority of...the role is responsible for identifying, closing, and deepening client relationships. The PCA uses familiarity with client… more
- JPMorgan Chase (Westminster, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be ... client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management… more
- Columbia Bank (Los Angeles, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our...and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
- M&T Bank (Los Angeles, CA)
- … has access to all resources and solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess ... of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the… more
- Zions Bancorporation (Irvine, CA)
- …the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth ... We are currently in search of a dedicated **Wealth Advisor ** to join our team of bank partners in...which includes: + Retail Bankers + Community/Business Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio… more
- Citigroup (Costa Mesa, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- Southern California Edison (Westminster, CA)
- Join the Clean Energy Revolution Become a Business Intelligence Technical Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, , ... and forms, and running projects if needed. As our Business Intelligence Technical Advisor , your work will help power our planet, reduce carbon emissions and create… more
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become a Data Scientist, Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll partner ... financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other… more
- HUB International (Pasadena, CA)
- …growth, dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose ... of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in… more
- Deloitte (Costa Mesa, CA)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2026 What You'll ... Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Costa Mesa, CA)
- …transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more
- Sands Investment Group (Los Angeles, CA)
- …Manage the full deal cycle from outreach to closure, ensuring the quality of client and capital request deliverables, with support from leadership along the way as ... and entrepreneurial problem-solving skills, with a talent for negotiation and client relationship-building. Be self-motivated by a 100% commission structure. Embrace… more
- EFI Global (Los Angeles, CA)
- …consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm ... Reviews the work output of others ensuring all work meets or exceeds client expectations and contractual obligations. + Meets or exceeds productivity levels as… more
- US Bank (Los Angeles, CA)
- …internal teams (Trust Officers, Investment Consultants, Operations, Private Wealth Advisor ) to facilitate timely account setup. + ** Client Relationship ... and discover what you excel at-all from Day One. **Job Description** The Private Wealth New Accounts Opening Manager leads the team responsible for account opening… more
- Citigroup (Los Angeles, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Bank of America (Los Angeles, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require… more
- Deloitte (Costa Mesa, CA)
- …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... for a pending M&A transaction. They will deliver complex client engagements that help refine the client 's...Our M&A team offers expert guidance to corporate and private equity clients in navigating complex growth and divestiture… more
- Deloitte (Costa Mesa, CA)
- …and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real… more
- WSP USA (Los Angeles, CA)
- …planning, cost estimation, economics and finance, organization management, and public- private partnerships governance to identify opportunities, build client ... compliance professionals, land use planners, and grant funding experts to bring client opportunities to market, execute joint development agreements and real estate… more