• Investment Relationship Officer

    City National Bank (Los Angeles, CA)
    *INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... and FINRA rules and regulations. * Knowledge of National Financial Systems for brokerage accounts preferred. *...sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and… more
    City National Bank (12/23/25)
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  • Private Banker

    City National Bank (Pasadena, CA)
    …to these clients including: banking, credit, asset management, trust and estate planning , and brokerage . Manages overall relationship profitability and portfolio ... and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer,… more
    City National Bank (01/10/26)
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  • Client Manager

    City National Bank (Beverly Hills, CA)
    …grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and ... across the full spectrum of the needs of PB target segments. Utilize planning capabilities and proactively offer customized solutions to all clients. * Identity new… more
    City National Bank (01/10/26)
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  • JP Morgan Wealth Management - National Branch…

    JPMorgan Chase (Irvine, CA)
    … financial services or brokerage experience strongly preferred with focus on financial planning + * Bachelor's degree preferred + * CFP preferred FEDERAL ... group, you will partner with clients to create custom financial plans based on their goals. You will meet...are designed and managed by JP Morgan's Chief Investment Officer . You will also provide advice to existing clients… more
    JPMorgan Chase (01/15/26)
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  • Wealth Relationship Manager SAFE Act

    Citigroup (Fremont, CA)
    …relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills + Respond to ... + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and … more
    Citigroup (01/14/26)
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