• JP Morgan Wealth Management - Executive Director,…

    JPMorgan Chase (San Diego County, CA)
    …skills** + College graduate with 7 + years of industry experience and holds the series 7 and 63 licenses. + Proven ability to effectively market and sell ... offers attractive wealth management solutions, and delivers a high level of service . As a Client Specialist within JP Morgan Wealth Management, you will focus on… more
    JPMorgan Chase (08/10/25)
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  • Wealth Management Client Associate

    Bank of America (Palo Alto, CA)
    …an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through...Written Communications **Desired Qualifications** : + Bachelor's Degree + Series 7 and 66 **Minimum Education Requirement:**… more
    Bank of America (08/19/25)
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  • Registered Private Wealth Client Associate…

    Bank of America (San Francisco, CA)
    …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through...+ Referral Identification + Written Communications **Required Qualifications:** + Series 7 , 63/65 or 66 + Displays… more
    Bank of America (08/14/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Lincoln, CA)
    …+ Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
    JPMorgan Chase (08/24/25)
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  • Lead Client Services Officer

    City National Bank (Los Angeles, CA)
    …Dealer * 5 or more years of management and/or supervisory experience * FINRA Series 7 , 66, and 24 *Additional Qualifications* * Bachelor's degree in Business, ... *LEAD CLIENT SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee...retention, and portfolio management efforts. Assist clients with escalated service and operational requests. Adheres to CNS and CNB… more
    City National Bank (08/07/25)
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  • JPMorgan Private Client Relationship…

    JPMorgan Chase (Irvine, CA)
    …understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, ... their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a… more
    JPMorgan Chase (08/24/25)
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  • Registered Client Associate

    Wells Fargo (Los Angeles, CA)
    …and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + ... US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
    Wells Fargo (08/20/25)
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  • Manager, Client Relationship Support

    Charles Schwab (Newport Beach, CA)
    …This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and ... quo" and transform the finance industry together._ As a Client Relationship Manager, (CRM), you play an essential and...or equivalent work-related experience + Active and valid FINRA Series 7 , 9/10 and 63 licenses +… more
    Charles Schwab (07/27/25)
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  • JP Morgan Advisors - Senior Client…

    JPMorgan Chase (San Francisco, CA)
    …world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and ... to a team that values strong relationships and exceptional client service will directly impact our clients'...and skills:** + Bachelor's degree or equivalent experience + Series 7 & 66 licenses upon hire… more
    JPMorgan Chase (08/24/25)
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  • Private Client Banker - La Jolla Downton…

    JPMorgan Chase (San Diego County, CA)
    …if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required) and Life ... tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more
    JPMorgan Chase (08/24/25)
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