- JPMorgan Chase (Santa Barbara, 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
- Columbia Bank (Santa Barbara, CA)
- **About the Role:** Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary ... relationships, often providing client leadership in these roles. Initially, the priority of...the role is responsible for identifying, closing, and deepening client relationships. The PCA uses familiarity with client… more
- Wells Fargo (Woodland Hills, CA)
- …Growth Director will work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform ... and investment sales environments, with a deep understanding of advisor business models, client needs, and full...a deep understanding of advisor business models, client needs, and full balance sheet strategies including investment,… more