- TIAA (Sherman Oaks, CA)
- …established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist ... work towards well defined financial objectives. + Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship… more
- BMO Financial Group (Santa Monica, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap… more
- CIBC (Newport Beach, CA)
- … solutions including banking products/offerings, asset management, estate and financial planning and capital markets. + Identify opportunities for relationship ... CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Qualifications + Bachelor's degree in Finance, Business, or related field. + Certified Financial Planner (TM) (CFP(R)) required. + Series 65 or equivalent ... Description Senior Wealth Advisor - Independent RIA Location: Mill Valley, CA |...chance to be part of a firm that blends financial expertise with a holistic "wealth of life" philosophy,… more
- US Bank (Aptos, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's… more
- Bank of America (Beverly Hills, CA)
- …of the client * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled ... Private Client Advisor II Beverly Hills, California **To proceed with...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- JPMorgan Chase (Irvine, CA)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal...group, you will partner with clients to create custom financial plans based on their goals. You will meet… more
- Citigroup (San Francisco, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… more
- Citigroup (Downey, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Key Responsibilities Client Relationship Management + Serve as a trusted advisor to high-net-worth clients, delivering personalized financial planning and ... planning, wealth management, or investment advisory. Certifications & Licensing + Certified Financial Planner (TM) (CFP(R)) designation required. + Series 65 or… more