- Umpqua Bank (Newport Beach, CA)
- Private Client Advisor Wealth Management Newport Beach, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... join our team in various capacities includingTrust Officer,Portfolio Manager, and Private Client Advisor . Weare agrowth-mindedwealth managementcompanythat… more
- JPMorgan Chase (Torrance, CA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Morgan Stanley (Pasadena, CA)
- …and externally * Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities ... and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor ,...across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is… more
- Morgan Stanley (Pasadena, CA)
- …and insurance objectives with the Financial Advisor / Private Wealth Advisor * Screens new client prospects that are developed through leads and ... with developing financial plans and investment strategies based on client goals. The Portfolio Management Associate creates a consistent...sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor … more
- Bank of America (Los Angeles, CA)
- Merrill Private Wealth Market Client Relationship Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of ... of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client ...with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise… more
- JPMorgan Chase (Encino, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support… more
- Citigroup (Los Angeles, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have… more
- M&T Bank (Los Angeles, CA)
- … has access to all resources and solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess ... of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the… more
- Morgan Stanley (Pasadena, CA)
- …helps shape the vision of client service and business management for the Financial Advisor / Private Wealth Advisor team by defining clear roles and ... Group Director is a critical member of the Financial Advisor / Private Wealth Advisor ...their business plans, identifying new business opportunities, and overseeing client meetings and events. The Group Director supports the… more
- US Bank (Northridge, CA)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- Zions Bancorporation (Irvine, CA)
- …the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth ... We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in...which includes: + Retail Bankers + Community/Business Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio… more
- Insight Global (Pasadena, CA)
- Job Description A client of ours is looking for a Contract Risk Advisor Assistant. This person supports the project management, operations, finance/accounting, ... negotiating mutually agreeable agreements and mitigations to risk while maintaining client relationships. The CRAA is responsible for supporting Project and Office… more
- Southern California Edison (Rosemead, CA)
- …the Clean Energy Revolution** Become an **Information Technology Outsourcing Management, Advisor ** at Southern California Edison (SCE) and build a better tomorrow. ... reviews, including weekly reports, monthly trend analysis, and QBRs. ** Client Engagement:** Manage business relationships and provide comprehensive customer support… more
- Southern California Edison (Rosemead, CA)
- …the Clean Energy Revolution** Become an **Information Technology Outsourcing Management, Advisor ** at Southern California Edison (SCE) and build a better tomorrow. ... to ensure successful implementation and transition to operation. + ** Client Engagement:** Manage business relationships and provide comprehensive customer support… more
- Southern California Edison (Rosemead, CA)
- …**Join the Clean Energy Revolution** Become a Source to Pay (S2P) Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this ... and support to make necessary adjustments. As a Source to Pay (S2P) Senior Advisor , your work will help power our planet, reduce carbon emissions and create cleaner… more
- Bank of America (Los Angeles, CA)
- … Private Wealth Supervision Manager will partner with and backup the Client Relationship Manager. The Private Wealth Supervision Manager operates with minimal ... needs and concerns are managed in alignment with client goals. **Position Overview:** The Private Wealth...business objectives and contributes to market profitability by influencing Private Wealth Advisor business practices in ways… more
- Morgan Stanley (Pasadena, CA)
- …The Director of Investments provides exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a ... Investments is a senior service level position for aFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s)...* At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the… more
- Citigroup (Beverly Hills, CA)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor ... will be expected to: + Function as the primary client contact and trusted investment advisor for...of traditional and alternative investments with wealth planning and private banking services to optimize client service… more
- Sands Investment Group (Los Angeles, CA)
- …Manage the full deal cycle from outreach to closure, ensuring the quality of client and capital request deliverables, with support from leadership along the way as ... and entrepreneurial problem-solving skills, with a talent for negotiation and client relationship-building. Be self-motivated by a 100% commission structure. Embrace… more
- Deloitte (Los Angeles, CA)
- …transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with ... need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more