- JPMorgan Chase (El Segundo, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- HUB International (Encino, CA)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and...and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an… more
- MUFG (Los Angeles, CA)
- …in Financial Services industry is required** + Prior experience in corporate banking, wealth management or at a senior retail branch level is preferred ... client request and inquiries and contribute to department management through participation into trainings, projects and maintaining comprehensive data (20%):**… more
- City National Bank (Los Angeles, CA)
- …environment * 10 years of experience with bank products and services (eg deposits, wealth management , cash management , international. etc.) *WHAT'S IN IT FOR ... YOU NEED TO SUCCEED? *Required Qualifications** * 10 years of experience in client service, banking operations, or banking relationship management support * 10… more
- City National Bank (Los Angeles, CA)
- …Minimum 8 years' of experience with bank products and services (eg deposits, wealth management , cash management , international, etc.) required. *Additional ... * Bachelor's Degree or equivalent * Minimum 8 years' experience in client service, banking operations or banking relationship management support required.… more
- Wells Fargo (Los Angeles, CA)
- …Advisor Planning Consultant to join our Advisor Platform Coaching group within Wealth & Investment Management . The eMoney Advisor Planning Consultant serves ... and optimizing the use of eMoney to enhance advisor efficiency and client experience while helping Financial Advisors with planning concepts and suggestions. **In… more