- BMO Financial Group (Newport Beach, CA)
- …issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions ... Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank products, services and… more
- Bank of America (Los Angeles, CA)
- …supports the company's business objectives and contributes to market profitability by influencing Private Wealth Advisor business practices in ways that ... risk in client outcomes, partnering with the Regional Managing Director and coaching the Advisor . Their functions...Supervision Executive (BSSE), with dual reporting to the Merrill Private Wealth Management Regional Managing Director… more
- JPMorgan Chase (Newport Beach, CA)
- …plans, derivative-based transactions, and exchange funds) will also be a plus. As Executive Director - Wealth Planner within JP Morgan Wealth Management ... Wealth Planning & Advice is a group of...related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with… more
- Principal Financial Group (Los Angeles, CA)
- **What You'll Do** This role drives sales activities for our Institutional Wealth management within the RIA channel throughout the West (OR, WA, CA, AZ, ID, WY). ... the channel covering our ETF's, Separately Managed Accounts, Mutual Funds, Private capabilities. **Other responsibilities will include:** + Develop, recommend and… more
- Citigroup (Costa Mesa, CA)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- BMO Financial Group (Los Angeles, CA)
- …maintain high-value client relationships. * Experience working with family offices, private foundations, and multi-generational wealth . * Strong presentation ... The ** Director of Fiduciary Advisory Services** is responsible for...intermediaries to generate referrals. * Serve as a trusted advisor to prospects and clients, providing fiduciary expertise on… more