• Senior Wealth Advisor

    Citigroup (Burbank, 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
    Citigroup (10/03/24)
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  • Wealth Management Advisor - Los…

    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
    TIAA (11/02/24)
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  • JP Morgan Wealth Management - Private…

    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 (10/17/24)
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  • Private Wealth Advisor Director

    BMO Financial Group (Pasadena, CA)
    …issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions ... Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank products, services and… more
    BMO Financial Group (09/28/24)
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  • Wealth Advisor

    The Walt Disney Company (Burbank, CA)
    …+ Meets with clients and prospects. Collects and analyzes information regarding the members' income, assets, investments or debts. Determines financial goals with the ... members. Ascertains which financial products best meet the members' needs and financial circumstances in order to achieve those goals. After careful consideration, advises the member regarding the advantages and disadvantages of different financial products,… more
    The Walt Disney Company (10/27/24)
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  • Private Wealth Management Wealth

    Morgan Stanley (Pasadena, CA)
    …servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor , this industry professional ... and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part… more
    Morgan Stanley (11/05/24)
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  • Private Wealth Management Portfolio…

    Morgan Stanley (Pasadena, CA)
    …to the group and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor * Proactively evaluates and upgrades ... and perform market reviews with or on behalf of the Financial Advisor / Private Wealth Advisor * Manages clients' estate, trust, retirement, and insurance… more
    Morgan Stanley (08/29/24)
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  • Private Wealth Management Group Director*

    Morgan Stanley (Pasadena, CA)
    *POSITION SUMMARY:* The Group Director is a critical member of the Financial Advisor / Private Wealth Advisor team. This role helps shape the vision of ... client service and business management for the Financial Advisor / Private Wealth Advisor team by defining clear roles and responsibilities for each team… more
    Morgan Stanley (10/26/24)
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  • Private Wealth Management Director…

    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 ... of Investments is a senior service level position for aFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamswho is responsible for helping… more
    Morgan Stanley (08/27/24)
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  • Consulting Group Analyst *

    Morgan Stanley (Woodland Hills, CA)
    …of the overall marketing initiative * Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations ... in or conduct client meetings with or on behalf of the Financial Advisor / Private Wealth Advisor * Engages in interactive dialogue with clients and… more
    Morgan Stanley (09/19/24)
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  • Executive Client Service Associate

    The Walt Disney Company (Burbank, CA)
    …performing in this role effectively and efficiently in order to maximize Executive Wealth Advisor performance, address any and all members and member clients' ... and comprehensive office, operational, sales, and service support to Executive Wealth Advisors and/or supports multiple Wealth Advisors with accumulated… more
    The Walt Disney Company (10/27/24)
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  • Registered Client Service Associate

    Morgan Stanley (Woodland Hills, CA)
    …Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate* **Location:** *California-Woodland… more
    Morgan Stanley (08/21/24)
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  • Financial Advisor Senior

    City National Bank (Chatsworth, CA)
    **FINANCIAL ADVISOR SENIOR** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... 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
    City National Bank (10/09/24)
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  • Wealth Management Client Associate

    Bank of America (Beverly Hills, CA)
    Wealth Management Client Associate Beverly 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 (10/17/24)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Encino, CA)
    …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 Advisors book of...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
    JPMorgan Chase (10/16/24)
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  • Wealth Management Advisory Consultant II

    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 ... Degree + 5+ years of experience in financial services + Prior advisor /consultant experience + Knowledge of institutional retirement plans + MoneyGuidePro, and or… more
    TIAA (11/05/24)
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  • Wealth Relationship Manager

    Citigroup (La Canada Flintridge, 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 (09/28/24)
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  • Merrill Experienced Financial Advisor

    Bank of America (Santa Clarita, CA)
    Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in… more
    Bank of America (10/09/24)
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  • Merrill Financial Solutions Advisor

    Bank of America (Santa Clarita, CA)
    Merrill Financial Solutions Advisor - Pasadena Central Valley Market Pasadena, California;Fresno, California; Santa Clarita, California; Visalia, California; ... Bakersfield, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant… more
    Bank of America (11/04/24)
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  • Merrill Market Supervision Manager

    Bank of America (Beverly Hills, CA)
    …Supervision Manager Los Angeles, California;Beverly Hills, 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 in… more
    Bank of America (10/17/24)
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