- Bank of America (Venice, CA)
- Senior Banker - Venice Financial Center Venice, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance… more
- Bank of America (Ontario, CA)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring… more
- Bank of America (Walnut, CA)
- …Heights, Bilingual Mandarin Required Hacienda Heights, California;Walnut, 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....we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Umpqua Bank (Redding, CA)
- …deposits and core fee income, to support the bank in achieving its overall financial targets. + Serves as a trusted advisor to clients, functions as the ... Commercial team to deepen client relationships. Maintains a trusted advisor " role, engaging in dialogue with Executive-level client contacts...loans, deposits and core fee income, to support the bank in achieving its overall financial targets.… more
- Bank of America (San Francisco, CA)
- …Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel + ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an… more
- Umpqua Bank (Walnut Creek, CA)
- …+ Bachelor's Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + ... and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best...office efficiencies and innovation. + Demonstrates compliance with all bank regulations for assigned job function and applies to… more
- JPMorgan Chase (Oakland, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Advisor in Chase Wealth Management, you ... will offer comprehensive financial planning and advice to individuals and families. Your...innovations to help clients become more digitally confident and bank when, where, and how they want + Champion… more
- JPMorgan Chase (San Francisco, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan 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
- JPMorgan Chase (Los Angeles, CA)
- Join JP Morgan's Global Banking team as an Associate in Business Development, where you will play a key role in driving our focus on private capital markets. This is ... relationships, and drive growth within a dynamic and supportive environment. As an Associate in Business Development within Capital & Advisory Solutions, you will be… more
- Wells Fargo (Long Beach, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and ... **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families… more