- Citigroup (Fullerton, CA)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
- M&T Bank (Los Angeles, CA)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- Charles Schwab (Los Angeles, CA)
- …helping us "challenge the status quo" and transform the finance industry together.** As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience....a firm that will challenge you to deepen your wealth management expertise, within a role that allows you… more
- City National Bank (Woodland Hills, CA)
- …ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned ... CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's...you will do** + Business Development serves as the wealth mgmt. point of contact for Personal & Business… more
- BMO Financial Group (Los Angeles, CA)
- …provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding ... issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions… more
- Charles Schwab (Newport Beach, CA)
- **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance ... and advice to clients in the context of a dedicated relationship. The Wealth Advisor works across a wide spectrum of investment needs to help clients manage… more
- Deloitte (Costa Mesa, CA)
- …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 high-level ... 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
- Deloitte (Costa Mesa, CA)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... 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 (Los Angeles, CA)
- Private Wealth Market Client Relationship Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model… more
- M&T Bank (Los Angeles, CA)
- …hedge fund interests, and General Partner lines. Partners with an integrated Wealth Management team to present Wilmington Trust (WT) credit solutions to high ... on their individual needs as part of the integrated Wealth Management team. Source, negotiate, structure and close custom...initiatives for the local market in support of their Wealth Advisors. Source new business by leveraging and expanding… more
- Atria Wealth Solutions (Los Angeles, CA)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to ... CUSO Financial Services, LP (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal… more
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate, Working Capital **Requisition Number:** 113119 - 8 **Function:** Advisory **Area of Interest:** **State:** CA **City:** Los ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...a career in Advisory. KPMG is currently seeking a Senior Associate in Performance Transformation for our KPMG Strategy… more
- Deloitte (Costa Mesa, CA)
- …Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Senior within the Tax-Exempt practice, you will spend at least half (potentially 100%) ... dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in… more
- Bank of America (Pasadena, CA)
- Business Banking Senior Relationship Manager - Pasadena, CA Pasadena, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- PNC (Irvine, CA)
- …servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and Relationship Strategist ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. The… more
- Cherry Bekaert (Los Angeles, CA)
- …services associated with owning, managing, and preserving businesses and wealth , including asset protection, family government services, estate and succession, ... planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director,...as a formal and informal mentor to managers and senior managers and as a valued colleague (as it… more
- Citigroup (Beverly Hills, CA)
- …communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to ... to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product… more