- JPMorgan Chase (Los Angeles, CA)
- …income, and financial security for their families and businesses. Job Summary: As a Wealth Management , Life Insurance Specialist, Executive Director ... and Chase Wealth Management . The Wealth Management Insurance and Retirement...65) required + Active Life & Health insurance license JP Morgan Wealth Management… more
- Zions Bancorporation (Irvine, CA)
- …for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth Management is a specialized division within the bank that offers ... risk management . The primary goal of a wealth management group is to help clients...+ Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance . + A CFP(R)… more
- US Bank (Los Angeles, CA)
- …position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You Will: + Meet with affluent ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management is a global leader in investment and wealth management . Its clients include institutions, high-net-worth individuals, ... Annuity Specialist, you will support advisors within JP Morgan's Wealth Management divisions (Chase Wealth ...and 66 (or 63 & 65) required + Active Life & Health insurance license **Preferred Qualifications,… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Citigroup (Beverly Hills, CA)
- …affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Global Wealth at ... Citi is looking for Summer Analysts to join the Wealth Summer Analyst Program. Wealth is unified...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- HSBC (Arcadia, CA)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... 7, 66 (in lieu of 63 and 65), California Life and Health insurance licenses required +...status as a protected veteran. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-California-Arcadia… more
- TIAA (Los Angeles, CA)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients...63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State)… 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 their ... obtained within the first 120 days. State health and life insurance licenses must be obtained within...Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management … more
- Equitable (Los Angeles, CA)
- Wealth Management Associate - CA, Los Angeles (5100) ( 2400006B ) **Primary Location** : UNITED STATES-CA-Los Angeles **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance ; and Transportation Reimbursement Incentive Program… more
- JPMorgan Chase (Thousand Oaks, CA)
- …solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...a condition of employment + A valid and active Life , Health and Long Term Care Insurance … more
- HSBC (Irvine, CA)
- …have the following qualifications to succeed in this role: + Series 7, 63 and life and health insurance licenses required. Must be registered or obtain approval ... core products, Premier proposition, and familiar with retail and wealth product processes + Understanding of relationship management...Resource Groups as they play a central part in life at HSBC, including the development of our employees… more
- Equitable (Los Angeles, CA)
- Wealth Management Associate- Retirement Benefits Group - CA, Los Angeles (5041) ( 230000II ) **Primary Location** : UNITED STATES-CA-Los Angeles **Organization** ... Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance ; and Transportation Reimbursement Incentive Program ("TRIP"). *… more
- US Bank (Beverly Hills, CA)
- …management issues, providing counsel and expert advice in all areas of Wealth Management . This position requires National Mortgage Licensing System (NMLS) ... experience in high and ultra high net worth client wealth management activities **Preferred Skills/Experience** - Excellent...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability… more
- BMO Financial Group (Los Angeles, CA)
- …+ Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge of Bank products, services and ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio...offers health insurance , tuition reimbursement, accident and life insurance , and retirement savings plans. To… more
- HUB International (Los Angeles, CA)
- …aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. **About HUB Retirement & Private Wealth (RPW):** We ... comprehensive benefit and total compensation packages which could include health/dental/vision/ life /disability insurance , FSA, HSA and 401(k) accounts,… more
- BMO Financial Group (Newport Beach, CA)
- …and rewards. BMO also offers health insurance , tuition reimbursement, accident and life insurance , and retirement savings plans. To view more details of our ... in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. + Fosters a culture… more
- Bankers Life (Palmdale, CA)
- …Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional ... Licensed Agent Insurance Representative Location: Palmdale, CA, United States Job...Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management . Uncover your earning potential, build… more
- Bank of America (Los Angeles, CA)
- Merrill Team Financial Advisor 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… more
- Bankers Life (Pasadena, CA)
- …Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional ... your career and becoming a Financial Representative, specializing in aiding clients in Wealth Management . Your growth is our success. Uncover your earning… more