- Fidelity TalentSource LLC (Thousand Oaks, CA)
- …outreach, you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexitySeries 7 & 63 ... Job Description:Investment Consultant You joined the financial services industry to...your sound judgment, keen knowledge of products, and Fidelity\u2018s planning tools. Instead of spending your time sourcing new… more
- TIAA (Pasadena, CA)
- Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify ... them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective...Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management … more
- Equitable (Los Angeles, CA)
- Wealth Management Associate - CA, Los Angeles (3825) ( 18000A7R ) **Primary Location** : UNITED STATES-CA-Los Angeles **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities… more
- Charles Schwab (Seal Beach, CA)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow ... wealth on behalf of our clients including: Retirement Planning , Education Planning , Investment Management ,...in additional to furthering your own professional development in Wealth Management . **What's** **in it for you:**… more
- City National Bank (Los Angeles, CA)
- …Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). + For Wealth Management Compliance roles, experience with a financial institution ... **REGULATORY RELATIONS CONSULTANT ** **WHAT IS THE OPPORTUNITY?** Responsible for training...as a broker/dealer and/or registered investment adviser. + For Wealth Management Compliance roles, experience working within… more
- Deloitte (Los Angeles, CA)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Senior Consultant , Operations and Technology Transformation, Insurance, Tech/Functional What...over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Work you'll do As… more
- Deloitte (Los Angeles, CA)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Consultant , Operations and Technology Transformation, Guidewire Application Developer...over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Recruiting for this role… more
- Deloitte (Los Angeles, CA)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Operations & Technology Transformation Senior Consultant , Guidewire Data Migration - ETL Developer What...over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Recruiting for this role… more
- United Airlines (Los Angeles, CA)
- …smoothly every single day. **Key Responsibilities:** + Serve as an internal consultant , providing business analyses to management of various operating divisions ... management , safety and regulatory compliance, and station operations planning + Potential assignments include analyzing operational performance, developing… more
- Cherry Bekaert (Los Angeles, CA)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... and assist with drafting deliverables. Specific responsibilities will include: + Planning , managing, and performing a variety of engagements including but not… more
- Randstad US (El Segundo, CA)
- … consultant in one or more of the following areas: Retail Banking, Wealth Management , Asset Management , Capital Markets, or Infrastructure. + Optimize ... responsible for driving new business through direct client engagement, territory planning , and selling our services. We prioritize building lasting relationships… more
- KPMG (Los Angeles, CA)
- …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading ... Workday projects involving strategy, implementation support, and Enterprise Resource Planning (ERP) optimization related to Information Technology (IT) operations,… more
- Live Nation (Beverly Hills, CA)
- …implementation. In addition, we work on the annual cycle of strategic planning , working with divisions on their priorities for the upcoming year, developing ... requirement to have previously worked in music while a consultant -- just excitement about the space, a willingness...+ 2+ years post-undergraduate work experience, preferably at a management consulting firm or investment bank BENEFITS & PERKS… more
