- City National Bank (Beverly Hills, CA)
- *WEALTH ADVISOR II * WHAT IS THE OPPORTUNITY? Partners with Relationship Managers in providing integrated financial services advice to clients including: ... investment management, trust and estate planning, insurance services and brokerage. Takes a lead role in managing...and servicing existing wealth management clients through research, analysis, client interactions. What you will do * Partner with… more
- Bank of America (Rolling Hills Estates, CA)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... will typically progress into the next role, Financial Solutions Advisor Stage II , where you will continue...* Managing a portfolio of clients by providing exceptional client care with industry leading products, services ,… more
- Volunteers of America Los Angeles (Los Angeles, CA)
- …dental, vision and retirement benefits. JOB SUMMARY AND PURPOSE The Clinical Supervisor II will oversee clinical and casework services performed by the ... Clinical Supervisor II Location:Los Angeles, CA Job ID:3165 Salary:$98516 -...Salary:$98516 - $103700.59 Per Year Area of Interest:Veterans Division:Adult Services Shift Type:Day About Us: VOALA Helping Our Most… more
- City National Bank (Los Angeles, CA)
- …a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly ... *RELATIONSHIP MANAGER II * *LA Main Branch* WHAT IS THE OPPORTUNITY?...personnel, corporate and bank clients demonstrating commitment to quality client service . * Maximize client … more
- HNTB (Los Angeles, CA)
- …manner. + Develops client and subconsultant relationships, ensuring effective client service and efficient subconsultant management. + May offer guidance ... contract compliance. The Project Finance Analyst acts as the primary financial advisor throughout the project lifecycle, ensuring success in areas such as… more
- City National Bank (Los Angeles, CA)
- …of real time risk, reporting, and escalation * High Profile and High Net Worth Client and Advisor service * Data driven approach to safety, soundness, ... be employed by City National Bank. *The Opportunity* The Banking and Investment Services ACH Operations Analyst role is designed to provide operational support for… more
- City National Bank (Los Angeles, CA)
- …efforts, formulating strategic direction, recommending improvements, and acting in a trusted- advisor relationship with key stakeholders. What you will do * Perform ... risk. * o Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and with external… more