- JPMorgan Chase (Los Angeles, CA)
- …income, and financial security for their families and businesses. Job Summary: As a Wealth Management , Life Insurance Specialist, Executive Director ... and Chase Wealth Management . The Wealth Management Insurance and Retirement...65) required + Active Life & Health insurance license JP Morgan Wealth Management… more
- US Bank (Northridge, CA)
- …position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You Will: + Meet with affluent ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management is a global leader in investment and wealth management . Its clients include institutions, high-net-worth individuals, ... Annuity Specialist, you will support advisors within JP Morgan's Wealth Management divisions (Chase Wealth ...and 66 (or 63 & 65) required + Active Life & Health insurance license **Preferred Qualifications,… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- HSBC (Beverly Hills, CA)
- …other trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-California-Beverly Hills ... Series 7, 63 are mandatory (65 or 66) and Life and Health insurance licenses required. Must...core products, Premier proposition, and familiar with retail and wealth product processes + To understand relationship management… more
- Citigroup (Beverly Hills, CA)
- …affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Global Wealth at ... Citi is looking for Summer Analysts to join the Wealth Summer Analyst Program. Wealth is unified...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- 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 ... to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients...63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State)… more
- Equitable (Woodland Hills, CA)
- Wealth Management Associate - CA, Woodland Hills (3962) ( 200004CR ) **Primary Location** : UNITED STATES-CA-WOODLAND HILLS **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance ; and Transportation Reimbursement Incentive Program… more
- JPMorgan Chase (Gardena, CA)
- …solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...a condition of employment + A valid and active Life , Health and Long Term Care Insurance … more
- Morgan Stanley (Los Angeles, CA)
- …Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance , Disability and Other Insurance Plans, Paid ... Morgan Stanley Investment Management is one of the largest global asset...Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance , Disability and Other Insurance… more
- Bankers Life (Long Beach, CA)
- …Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional ... Licensed Agent Insurance Representative Location: Long Beach, CA, United States...Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management . Uncover your earning potential, build… more
- Bankers Life (Long Beach, CA)
- …Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional ... your career and becoming a Financial Representative, specializing in aiding clients in Wealth Management . Your growth is our success. Uncover your earning… more
- Bank of America (Woodland Hills, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... Santa Barbara, California; Woodland Hills, California; Oxnard, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- Deloitte (Los Angeles, CA)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance , Telecom, Media and Energy & Resources. Our ... the world, serving over 90% of Fortune 500 banking, insurance , securities, investment management , and real estate... experience within Property & Casualty, Commercial lines, Specialty Insurance and/or Life & Annuities/Group + 2… more
- Deloitte (Los Angeles, CA)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance , Telecom, Media and Energy & Resources. Our ... the largest in the world, serving over 90% of Fortune 500 banking, insurance , securities, investment management , and real estate companies. Candidate profile The… more
- Charles Schwab (Los Angeles, CA)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will...in additional to furthering your own professional development in Wealth Management . **What's in it for you:**… more
- Citigroup (Beverly Hills, CA)
- …as an implementation manager, sales associate or sales specialist in Private Banking / Wealth Management a plus + BA/BS(required) + MBA a plus + Certified ... As a Citi Private Bank (CPB) Deposit & Treasury Management Sales Specialist, you will work closely with Private...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- KPMG (Los Angeles, CA)
- …package includes a variety of medical and dental plans, vision coverage, disability and life insurance , 401(k) plans, and a robust suite of personal well-being ... **Business Title:** Manager, Workforce Management UKG - HCA **Requisition Number:** 115394 -...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Deloitte (Los Angeles, CA)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance , Telecom, Media and Energy & Resources. Our ... or components of large, complex engagements leadership for Enterprise Asset Management (EAM) implementation and integration projects that identify, design and… more
- US Bank (Buena Park, CA)
- …is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of ... strategies and capabilities including portfolio management , trust administration, investment advisory and insurance ....(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability… more