- City National Bank (Woodland Hills, CA)
- ** FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- MUFG (Los Angeles, CA)
- …- NY & LA, alternatively San Francisco, Atlanta or Boston **_Job Summary:_** The Senior Client Relationship Advisor manages a portfolio of both borrowing and ... actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial ...a key member of the client's relationship team, the Senior Client Relationship Advisor serves as the… more
- Citigroup (Los Angeles, CA)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- JPMorgan Chase (Playa Vista, CA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- PNC (Los Angeles, CA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Banking Advisor within the PNC Private Bank organization, you will be ... Book Of Business, Client Satisfaction, Customer Needs, Customer Retentions, Financial Management, Financial Performance, Portfolio Management, Sales Process… more
- M&T Bank (Los Angeles, CA)
- …Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- Atria Wealth Solutions (Los Angeles, CA)
- CUSO Financial Services, LP (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police ... $1.3 billion in assets. Learn more about LAPFCU at https://www.lapfcu.org/. As a Financial Advisor your responsibilities include, but are not limited to, the… more
- M&T Bank (Los Angeles, CA)
- …wealth management including, but not limited to, investment management, trusts, and financial planning + Expert knowledge of, and proven success with, complex credit ... + MBA (Master's degree in Business Administration) + CFP (Certified Financial Planner) and/or CPA (Certified Public Accountant) certification + Strong background… more
- Robert Half Accountemps (West Los Angeles, CA)
- …develop forecast models. Identify trends, advise the company, and recommend actions to a senior financial analyst based on sound analysis. Track and determine ... Description We are currently seeking a highly analytical and detail-oriented Financial Analyst to join our finance team. In this role, you will be responsible for… more
- DLA Piper (Los Angeles, CA)
- …represent our clients, develop our people, and serve our communities. The Strategic Practice Advisor will play a crucial role in supporting the Chair of DLA Piper ... Artificial Intelligence and senior leadership team in driving the growth and strategic...to handle client engagement, marketing and business development, and financial management responsibilities. The ideal candidate will have a… more
- Charles Schwab (Los Angeles, CA)
- …us "challenge the status quo" and transform the finance industry together.** As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... **Preferred:** + Five or more years working directly with clients in the financial services industry highly preferred **In addition to the salary range, this role… more
- BMO Financial Group (Los Angeles, CA)
- …of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to ... Leads / assists with creation business proposals or presentations (eg relationship plans, financial plans and reviews) + Leads Annual Client Review with team members… more
- Wells Fargo (Beverly Hills, CA)
- …of business at wellsfargojobs.com . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- University of Southern California (Los Angeles, CA)
- …Senior Project ManagerApply (https://usc.wd5.myworkdayjobs.com/ExternalUSCCareers/job/Los-Angeles-CA University-Park-Campus/ Senior ... consultants and contractors allocated to project. Serves as an advisor and resource to project staff to resolve technical...project staff to resolve technical or operational problems. The Senior Project Manager: + Serves as senior … more
- City National Bank (Los Angeles, CA)
- …and risk. + o Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and with ... **PLATFORM SENIOR DEVELOPER** **WHAT IS THE OPPORTUNITY?** Under the...formulating strategic direction, recommending improvements, and acting in a trusted- advisor relationship with key stakeholders. **What you will do**… more
- City National Bank (Los Angeles, CA)
- …and risk. + Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and with ... ** SENIOR SALESFORCE DEVELOPER** **WHAT IS THE OPPORTUNITY?** Under...formulating strategic direction, recommending improvements, and acting in a trusted- advisor relationship with key stakeholders. **What you will do**… more
- Amazon (Culver City, CA)
- …delivery against senior leadership goals. You will be a trusted advisor to Operations, Business leaders, legal, Public Relations and Public Policy on ... largest entertainment store. We are looking for an experienced Senior Policy Manager to own strategy and implementation of...of new acquisitions - Serve as an owner and advisor on high-risk escalations - Serve as a subject… more
- Deloitte (Los Angeles, CA)
- …an IT Strategy Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... M&A IT Strategy and Diligence Senior Consultant The US M&A and Restructuring (M&A/R)...client requirements such as business case, pricing, or complex financial and technical analysis, and interpreting and reporting on… more
- KBR (El Segundo, CA)
- Title: Senior Acquisition Lead KBR is seeking a Senior Acquisition Leads to serve as Subject Matter Experts (SME) to assist with the successful delivery of space ... + Provides expert advice to the Government Program Manager and Senior Space Force Leadership regarding acquisition strategies, contracting, budgeting, and execution… more
- BMO Financial Group (Pasadena, CA)
- …**_The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next._** A BMO ... Senior Premier Relationship Manager is charged with managing and...partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a… more