- M&T Bank (Los Angeles, CA)
- …all resources and solutions of the firm.Work closely with Client Managers, Private Banking , Investment Advisors and Fiduciary Advisors to assess client's current ... financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis. + Responsible for leading the development of sales strategies to grow client… more
- Robert Half Finance & Accounting (Los Molinos, CA)
- …entities. * Perform daily and weekly tasks such as cash receipt postings, investment reconciliations, and banking operations. * Create and maintain spreadsheets ... that improve efficiency and reduce time and costs. * Ensure compliance with internal controls and generally accepted accounting principles while safeguarding confidential information. * Assist in preparing detailed financial statement schedules and coordinate… more
- PNC (Los Angeles, CA)
- …company's success. As a Relationship Manager II within PNC's Community Development Banking organization, you will be based in Los Angeles, California. This position ... expected up to 25% of the time as needed. PNC's Community Development Banking is a team dedicated to improving low-to-moderate income neighborhoods and the quality… more
- Fifth Third Bank, NA (Newport Beach, CA)
- Make banking a Fifth Third better(R) We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth ... GENERAL FUNCTION: Provides exemplary client service as the client facing investment expert for Private Bank clients. Primarily responsible for retaining existing… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US. **Responsibilities:** + … more
- Navy Federal Credit Union (San Diego, CA)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… 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 Worth and ... Ultra High Net Worth professionals in these fields. **Responsibilities:** + Investment counselors joining Citi Wealth will be distinguished and highly accomplished… more
- Atria Wealth Solutions (Dublin, CA)
- …Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. About Patelco Credit Union Patelco ... short and long-term strategic plans (including marketing) for the Investment Services Program with a focus to increase revenue,...comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank… more
- JPMorgan Chase (Irvine, CA)
- …referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. + Develop internal partnerships across all ... comprehensive and personalized planning approach. + Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction… more
- Comerica (San Jose, CA)
- …team members to understand key business functions (eg, risk management, investment analysis, client services). Contribute to small projects under supervision, ... ensuring timely delivery and quality work. Participate in the corporate intern program which includes but is not limited to completing required training, attend corporate events and complete weekly corporate assignments that introduce the Intern to the… more