- City National Bank (Los Angeles, 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
- Southern California Edison (Rosemead, CA)
- Job Description **Join the Clean Energy Revolution** Become a **Supply Chain Senior Advisor ** at Southern California Edison (SCE) and build a better tomorrow. In ... and implementation of programs including supplier management, qualification, and risk. The Senior Advisor will partner with Enterprise Risk Management, Ethics… more
- Southern California Edison (Rosemead, CA)
- Job Description Join the Clean Energy Revolution Become an Enterprise Architect, Senior Advisor - Transmission & Distribution in the Enterprise Architecture ... shine bright! As part of the Enterprise Architecture team, the Enterprise Architect, Senior Advisor - Transmission & Distribution will partner with business… 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
- Southern California Edison (Rosemead, CA)
- Job DescriptionJoin the Clean Energy Revolution Become a ** Senior HR Business Partner** at Southern California Edison (SCE) and build a better tomorrow. In this job, ... priorities and needs, strategic objectives as well as building an understanding of financial and resource health in order to advise more strategically. You will… 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
- Bank of America (Rosemead, CA)
- Senior Banker - Rosemead Financial Center - Mandarin Required Rosemead, California **Job Description:** At Bank of America, we are guided by a common purpose to ... help make financial lives better through the power of every connection....has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor… 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