- Sands Investment Group (Santa Monica, CA)
- …growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Columbia Bank (Los Angeles, CA)
- …+ 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor Representative, or wealth ... Senior Wealth Advisor Wealth Management Irvine,...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- Citigroup (Beverly Hills, CA)
- The Investment Counselor Sr . Lead is a...+ Function as the primary client contact and trusted investment advisor for clients, including direct selling ... communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to… more
- JPMorgan Chase (Los Angeles, CA)
- …prospects for our products and services and establish relationships with senior investment professionals at these organizations **Required** **Qualifications, ... Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor… more
- Citigroup (Los Angeles, CA)
- …asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net ... Ultra High Net Worth professionals in these fields. **Responsibilities:** + Investment counselors joining Citi Wealth will be distinguished and highly accomplished… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Bachelor's degree required. + 7+ years of experience in a Registered Investment Advisor (RIA) environment. + Strong knowledge of custodial platforms (Schwab ... process improvement, and team development? Join a fast-paced, high-performing investment advisory firm that values initiative, collaboration, and continuous growth.… more
- Guardian Life (Sacramento, CA)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue… more
- Charles Schwab (Irvine, CA)
- …us "challenge the status quo" and transform the finance industry together. As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining ... a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …DETAILS SENIOR CORPORATE TAX ACCOUNTANT 115K-130K+BONUS+AMAZING BENEFITS Well established private/ investment foundation with over 13B in AUM is seeking a strong ... Sr . Tax Accountant to join their dynamic team. This...balance, career path and excellent benefits. About the Position Senior Tax Accountant has significant responsibilities in tax compliance,… more
- Bank of America (Los Angeles, CA)
- Sr . Relationship Manager - Middle Market (Aerospace, Defense and Space Technologies) Los Angeles, California **To proceed with your application, you must be at least ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/ Sr -Relationship-Manager Middle-Market--Aerospace--Defense-and-Space-Technologies-\_25037441) **Job Description:** At Bank of America, we… more
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