- Bank of America (Walnut Creek, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Downey, CA)
- …**Responsibilities:** + Recommends financial advice and guidance that align with client financial goals and needs + Builds and deepens relationships with ... clients by leveraging the full capabilities of the bank + Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative… more
- Bank of America (Los Angeles, CA)
- …**Responsibilities:** + Recommends financial advice and guidance that align with client financial goals and needs + Builds and deepens relationships with ... clients by leveraging the full capabilities of the bank + Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative… more
- Bank of America (San Diego County, CA)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals… more
- Bank of America (San Francisco, CA)
- …existing clients by leveraging the full capabilities of the bank + Analyzes the client 's financial needs and applies knowledge of borrowing and banking to ... recommend alternative or additional financial services that best align with the client 's unique priorities + Connects with clients through outreach and pipeline… more
- City National Bank (Los Angeles, CA)
- … client meetings. * Risk Management and Compliance * Keep current on client 's financial information while ensuring that clients understand the solutions being ... * FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The...tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains… more
- Bank of America (Oxnard, CA)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals… more
- Bank of America (San Francisco, CA)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …gather data, create and present financial plans. + Collect and analyze client financial information. + Develop financial plans, investment policies, and ... or email for immediate consideration and additional info. Our client is a thriving RIA. They're dedicated to empowering...consideration and additional info. Requirements + 2+ years of financial planning experience in a RIA + Must be… more
- City National Bank (Los Angeles, CA)
- …tracking and supervision of the Program accounts. * Provide back-up support for client inquiries when Financial Advisors are unavailable and where knowledge of ... with bank and CNS personnel as needed and keep Financial Advisors apprised of significant client issues and potential problems. * Establish new accounts opened… more