- JPMorgan Chase (San Francisco, CA)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… more
- Citigroup (Beverly Hills, CA)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- Citigroup (Los Angeles, CA)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- JPMorgan Chase (Los Angeles, CA)
- …in supporting relationships between various client segments of the Commercial & Investment Bank, by leveraging JP Morgan's extensive network and resources to ... position the firm as a strategic advisor . The Business Development team collaborates across the Global Banking franchise, including Commercial Banking, Global… more
- Intuit (Mountain View, CA)
- …100 million customers in tackling their most significant financial challenges. Intuit Customer Success (ICS) and the Expert Network plays a vital role in this ... financial and operational leadership. The individual will also be a trusted advisor to the Expert Network leadership team, influencing strategic decisions on… more
- Citigroup (Los Angeles, CA)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- Northrop Grumman (San Diego, CA)
- …technical leader for the program engineering team, and also serves as technical advisor and delegate to the program manager. The chief engineer ensures that all ... and requirements evolution to better position business for technical success + Serve as technical lead for proposals providing...product line and advocate for IRAD and tech development investment + Develop and maintain product value stream IRAD… more
- Wells Fargo (Los Angeles, CA)
- …this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such...which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable… more
- Principal Financial Group (Los Angeles, CA)
- …things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + ... (strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or… more
- Intuit (San Diego, CA)
- **Overview** The Intuit Customer Success (ICS) ecosystem takes a platform approach to connect people to expertise and serve customers along a spectrum of preference. ... business, this individual will be responsible for driving strategic discussions on investment , growth, and operational execution. We work in a highly collaborative… more