- Citigroup (Chino Hills, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... 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 meet the… more
- Zions Bancorporation (Irvine, CA)
- …banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Irvine/South California ... Bankers + Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor , your role will be to build wealth management… more
- Charles Schwab (Irvine, CA)
- …transform the finance industry together._** As a _Wealth Advisor_ within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary ... 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
- TIAA (Sherman Oaks, CA)
- ** Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- JPMorgan Chase (Northridge, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- JPMorgan Chase (Irvine, CA)
- As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans ... full book of clients. * Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial… more
- US Bank (Irvine, CA)
- …problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist. Works proactively to ... discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Universal Assistant is a service and support representative… more
- City National Bank (Irvine, CA)
- *FINANCIAL 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
- US Bank (Orange, CA)
- …bodies, ensuring regulatory standards are met - Has a deep understanding of the Wealth Management Advisor 's business model, needs and key drivers as well as ... the sales process - Considerable knowledge of internal administrative, compliance and operational procedures - Strong communication, organization, problem-solving, prioritization, follow-up and relationship building skills If there's anything we can do to… more
- Bank of America (Woodland Hills, CA)
- Wealth Management Client Associate Woodland Hills, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are… more
- Bank of America (Riverside, CA)
- Merrill Financial Solutions Advisor - Los Angeles Market Los Angeles, California;Seal Beach, California; Ontario, California; El Segundo, California; Riverside, ... California; Rolling Hills Estates, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and… more
- Bank of America (Woodland Hills, CA)
- Merrill Financial Solutions Advisor - Valley Coast Market Westlake Village, California;Santa Barbara, California; San Luis Obispo, California; Encino, California; ... Barbara, California; Woodland Hills, California; Oxnard, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth … more
- Citigroup (Loma Linda, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Citigroup (Irvine, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Edward Jones (Riverside, CA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with Edward… more
- Bank of America (Ontario, CA)
- Merrill Market Supervision Manager Ontario, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the… more
- Wells Fargo (Woodland Hills, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas ... . **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such as… more
- City National Bank (Irvine, CA)
- …as well as external clients (Beneficiaries, CPAs, Attorneys, Banker, Financial Advisor , Portfolio Manager, etc.) to ensure all closing relationships are properly ... and external accountants. * Gather/submit pertinent facts to the Senior Trust Advisor regarding situations requiring the use of fiduciary discretion as appropriate.… more
- BMO Financial Group (Sherman Oaks, CA)
- …integrated BMO One Client focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth initiatives for the ... or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives,… more
- RGP (Irvine, CA)
- …approving the Investment Policy Statement and building a relationship with the donor advisor . + Consult with legal counsel as appropriate on matters related to the ... acumen, evidenced by experience in working either in foundations, family offices, or wealth management + Ability to effectively communicate with all levels of the… more