- Umpqua Bank (Newport Beach, CA)
- Private Client Advisor Wealth Management Newport Beach, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... join our team in various capacities includingTrust Officer,Portfolio Manager, and Private Client Advisor . Weare agrowth-mindedwealth managementcompanythat… more
- JPMorgan Chase (Santa Ana, CA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Citigroup (Fullerton, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have… more
- US Bank (Northridge, CA)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- Zions Bancorporation (Irvine, CA)
- …the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth ... We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in...which includes: + Retail Bankers + Community/Business Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio… more
- Bank of America (Newport Beach, CA)
- … Private Wealth Supervision Manager will partner with and backup the Client Relationship Manager. The Private Wealth Supervision Manager operates with minimal ... needs and concerns are managed in alignment with client goals. **Position Overview:** The Private Wealth...business objectives and contributes to market profitability by influencing Private Wealth Advisor business practices in ways… more
- Deloitte (Costa Mesa, CA)
- …transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with ... need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more
- Deloitte (Costa Mesa, CA)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Manager in our Private ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of… more
- Deloitte (Costa Mesa, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (Costa Mesa, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- …best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. * Trading of ... * May participate in live meetings with the Financial Advisor and their respective client (s). * Manages budgeting and tracking of Financial Advisor… more
- Morgan Stanley (Woodland Hills, CA)
- …Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- Morgan Stanley (Long Beach, CA)
- …will be on delivering an exceptional client experience. In supporting Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams, this role will ... provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s)...in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role… more
- PNC (Irvine, CA)
- …and strategies for individuals and families with significant assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies, ... Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank and our Investment Office. We work with...to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor ,… more
- Deloitte (Costa Mesa, CA)
- …compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As ... to clients in the Real Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to an elite group of specialists… more
- WSP USA (Costa Mesa, CA)
- …our market share to fulfill our goal that WSP become the preferred, trusted advisor to our clients. + Manages local client coordination and cross-selling efforts ... public state and municipal government agencies and Fortune 500 private sector clients. The LBL role also is a...in coordination with the broader California Region and National Client and Sector Teams. + Integrates as the "face… more
- Deloitte (Costa Mesa, CA)
- …time serving non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit ... basis. Responsibilities will include: + Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements. + Advising… more
- Deloitte (Costa Mesa, CA)
- …your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real ... estate, consumer products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external… more
- Citigroup (Fountain Valley, CA)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- Deloitte (Costa Mesa, CA)
- …with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. ... and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and...of business tax services is relevant for public and private companies and range from tax planning to tax… more