- 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
- Charles Schwab (Irvine, 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
- 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)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... Private Wealth Relationship Manager Los Angeles, California **Job Description:**...all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to… more
- Bank of America (Los Angeles, CA)
- Wealth Management Specialist - NPD Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Los Angeles, CA)
- …market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing ... Merrill Private Wealth Market Client Relationship Manager Los Angeles, California...the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model… more
- M&T Bank (Los Angeles, CA)
- …and support work towards building your own portfolio of business, eventually becoming a Wealth Advisor or Investment Advisor Associate. There is the ... participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two… more
- BMO Financial Group (Los Angeles, CA)
- …to the High Net Worth (HNW) client segment. Works collaboratively in partnership with Wealth Advisors and Senior Wealth Strategists to develop and deliver ... relationship development are met. + Acts as a trusted advisor to assigned business/group. + Assists in the development...assessment to resolve strategic issues. + Works closely with Senior Wealth Strategists and Private Wealth… more
- Morgan Stanley (Long Beach, CA)
- … Management Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a ... on delivering an exceptional client experience. In supporting Financial Advisor (s) (FAs)/ Private Wealth Advisor (s)...planning. *DUTIES and RESPONSIBILITIES:* *Client Support:* * As a senior member of the service team, provide coverage for… more
- Morgan Stanley (Pasadena, CA)
- …Director of Investments is a senior service level position for aFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamswho is responsible for ... Investments provides exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a daily basis. The… more
- Comerica (Costa Mesa, CA)
- Trust Advisor III Comerica Advisor Solutions Our Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows ... trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The Trust Advisor … 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
- JPMorgan Chase (Los Angeles, CA)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing… more
- WTW (Los Angeles, CA)
- **Description** As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering ... large client engagements and serving as a strategic advisor to clients in your areas of subject matter...solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align… 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
- Cherry Bekaert (Los Angeles, CA)
- …optimized for minimizing tax liabilities. You will serve as a strategic advisor , utilizing your extensive expertise in tax laws, regulations, and financial analysis ... + Develop and present analytical reports and strategic tax insights to senior management. + Familiarity with partnership M&A activity. **Strategic Leadership and… 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