- Bank of America (Woodland Hills, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate Woodland Hills, California **Job Description:** Merrill Wealth...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Bank of America (Ventura, CA)
- Senior Banker, Ventura Main Financial Center Ventura, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance… more
- JPMorgan Chase (Canoga Park, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth ... OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK , NA OR ANY OF ITS AFFILIATES * SUBJECT...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more