• Relationship Manager - EGP (FP)

    Bank of America (Carlsbad, CA)
    …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... focused and effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client… more
    Bank of America (06/04/25)
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  • Financial Consultant

    Wells Fargo (Seal Beach, CA)
    …+ Work with the Financial Advisor in providing clients with financial advice consistent with clients' goals and risk tolerance. + Meet with clients ... **About this role:** Wells Fargo is seeking a Financial Consultant in Wealth and Investment...clients. + May be delegated selected responsibilities by the Financial Advisor . + This LO position has… more
    Wells Fargo (07/30/25)
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  • Financial Consultant Partner

    Charles Schwab (Los Gatos, CA)
    …the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice , and relationship management. ... If you are a licensed financial professional with a passion for wealth ...desire to grow under the mentorship of a seasoned advisor , this could be the role for you. **What… more
    Charles Schwab (08/01/25)
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  • JP Morgan Advisors - Senior Client Associate

    JPMorgan Chase (Palo Alto, CA)
    …across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice , Goal Based planning, ... suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients… more
    JPMorgan Chase (08/01/25)
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  • JP Morgan Advisors - Relationship Manager

    JPMorgan Chase (San Francisco, CA)
    …across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice , Goal Based planning, ... Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors...Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve… more
    JPMorgan Chase (05/24/25)
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  • SVP, Private Banker - Citi Private Bank, Downtown…

    Citigroup (Los Angeles, CA)
    …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial ... external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business.… more
    Citigroup (08/02/25)
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  • Senior Registered Client Associate

    Wells Fargo (Pasadena, CA)
    …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
    Wells Fargo (08/01/25)
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  • Citi Private Bank - Private Banker - Orange County

    Citigroup (Costa Mesa, CA)
    …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are… more
    Citigroup (07/11/25)
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  • Director, HNW Private Banker

    Citigroup (San Francisco, CA)
    …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are… more
    Citigroup (05/14/25)
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  • GCB Sr. Relationship Manager (Middle Market - Los…

    Bank of America (Los Angeles, CA)
    …an impact. Join us! **Job Description:** This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
    Bank of America (07/31/25)
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