- Nuveen Investments (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 ... the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- JPMorgan Chase (Santa Barbara, CA)
- …the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...will be done with a consistent focus on relationship management , not portfolio management + Demonstrate a… more
- Columbia Bank (Santa Barbara, CA)
- …the presentation of potential solutions. + Speak to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance ... **About the Role:** Our Private Client Advisor will work with the high and ultra-high...preferred. + 5-10 years of experience in banking and wealth management , required. + Excellent relationship … more
- Wells Fargo (Woodland Hills, CA)
- …for immediate registration (or FINRA recognized equivalents) + Extensive experience in wealth management and investment sales environments, with a deep ... Wells Fargo is seeking a Market Growth Director in Wealth and Investment Management as part of...sheet solutions and deposit balances + Act as an advisor within Wealth Market Growth Strategy functional… more
- Anywhere Real Estate (Ventura, CA)
- …real estate closings and client satisfaction. **Key Responsibilities** **Operational & Task Management ** - Maintain an accurate and up-to-date task list via workflow ... assigned workflow tasks as needed. **Document Review & File Management ** - Evaluate real estate contracts and the supporting...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more