- JPMorgan Chase (Las Vegas, NV)
- …the 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...will be done with a consistent focus on relationship management , not portfolio management + Demonstrate a… more
- Umpqua Bank (Henderson, NV)
- Private Client Advisor Wealth Management Henderson, Nevada **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our... and meet fiduciary objectivesfornew and existing high net wealth clients. + **Private Client Advisor ** **:**… more
- Bank of America (Las Vegas, NV)
- Wealth Strategies Advisor Las Vegas, Nevada **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... is responsible for serving as a specialized resource for Advisor teams who are interested in wealth ...+ Customer and Client Focus + Networking + Issue Management + Prioritization **Minimum Education Requirement:** High School Diploma… more
- Zions Bancorporation (Las Vegas, NV)
- …Bankers + Investment Management Portfolio Managers/Advanced Planning Professionals As a Zions Wealth Advisor , your role will be to build wealth ... Zions Wealth Management is a specialized division...Zions Wealth Management is a specialized division within the bank...States. We are currently in search of a dedicated Wealth Advisor to join our team of… more
- Bank of America (Las Vegas, NV)
- Wealth Management Client Associate Las Vegas, Nevada **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...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are… more
- Deloitte (Las Vegas, NV)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Manager in our Private Wealth ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...public accounting experience (at least 3 years in investment management ) or equivalent in law firms or industry +… more
- Deloitte (Las Vegas, NV)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth ... client. 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
- Bank of America (Las Vegas, NV)
- …Vegas, Nevada;Incline Village, Nevada; Henderson, Nevada; Reno, Nevada **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant… more
- City National Bank (Las Vegas, NV)
- **FINANCIAL ADVISOR SENIOR** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management 's primary point of contact for ... and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's day-to-day… more
- Wells Fargo (Las Vegas, NV)
- …degree or higher (such as JD/LLM) in law or trust and wealth management + Certified Trust and Financial Advisor (CTFA) or working towards obtaining this ... Wells Fargo is seeking a Trust Officer in the Trust Client & Advisor Services as part of Wealth and Investment Management . Learn more about the career areas… more
- Wells Fargo (Las Vegas, NV)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... Financial Advisor (s) + Execute various administrative functions for the Financial Advisor (s) and Branch Management including, but not limited to, tracking… more
- Wells Fargo (Las Vegas, NV)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... inquiries and/or issues + Perform various administrative functions for the Financial Advisor (s) and Branch Management including, but not limited to, tracking… more
- Wells Fargo (Las Vegas, NV)
- …Fiduciary Specialist in the Trust Client & Advisor Services as part of Wealth & Investment Management . Learn more about the career areas and lines of ... business at wellsfargojobs.com . **In this role, you will:** + Participate in less complex customer financial account relationship services + Identify customer needs and offer solutions while managing the risk of accounts + Administer client accounts in order… more