- JPMorgan Chase (Irvine, CA)
- …required, coupled with a proven track record of developing and coaching high performing Advisor teams Chase is a leading financial services firm, helping nearly ... In National Branch as a Personal Advisor Team Lead, you will lead a team...work in a team based environment to offer comprehensive financial planning and advice to clients by helping to… more
- JPMorgan Chase (Palo Alto, CA)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... requests, and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units… more
- Bank of America (San Jose, CA)
- …focused and effective. **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning ... 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration;… more
- Bank of America (Walnut Creek, CA)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... business summary reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client… more
- Bank of America (Newport Beach, CA)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- T. Rowe Price (San Francisco, CA)
- …the advisor sold market by expanding our relationship with financial advisors across segments into the alternative investment space. Combining entrepreneurial ... role, accountable for the distribution/sale of Alternative Investments (Alts) through financial advisors within US based financial intermediaries. + The… more
- Bank of America (Beverly Hills, CA)
- …Job Description: The Senior Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to ... licenses; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)...the US Securities and Exchange Commission ("SEC") + MBA preferred or maintain at least one firm approved designation… more
- JPMorgan Chase (San Jose, CA)
- …teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to ... expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk… more
- Palo Alto Networks (Santa Clara, CA)
- …insights to drive business performance. + **Business Partnership:** Serve as a trusted financial advisor , strategic partner and provide thought leadership to the ... account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a… more