- Bank of America (San Diego, 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
- Bank of America (Newport Beach, CA)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the… 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
- JPMorgan Chase (San Francisco, CA)
- …Wealth Management team, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools. The ... in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role… more
- Bank of America (Carlsbad, CA)
- …focused and effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client ... relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing… 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
- BlackRock (San Francisco, CA)
- …. Lead the market. Develop deep relationships across all aspects of a Financial Advisor 's business across a territory. . Be consultative business partners ... full range of the BlackRock platform, products, and solutions to financial intermediaries, such as wirehouses, broker-dealers, private banks, independent advisors,… more
- City National Bank (Los Angeles, CA)
- …Investment Relationship Officers and Assistant Investment Officers supporting the Financial Advisors and licensed representatives of City National Securities. ... Provide training for Financial Advisors, Investment Relationship Officers, Assistant Investment Officers, and licensed representatives on City National Securities… more
- Santa Clara Valley Water District (CA)
- …expert coordination, clear communication, and strategic guidance. As a trusted advisor and intermediary, the Board Support Officer provides high-level executive ... disability and life insurance, a deferred compensation plan and a CalPERS retirement plan.Defined Benefit Retirement Plan California Public Employees … more
- Bank of America (San Francisco, CA)
- …Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel + ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… more