- Bank of America (Monterey, CA)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking...including investment training and in-depth knowledge of investment products and services . + Self-starter who… more
- City National Bank (Los Angeles, CA)
- …* Minimum of 10 years of experience at a major law firm (financial services or investment management practice), in-house legal department of a financial ... advise on a broad range of matters under the banking and securities laws, including the SEC, FINRA, OCC,...of 10 years of experience supporting traditional wealth management business lines, including investment management, brokerage, and… more
- City National Bank (Los Angeles, CA)
- … responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While ... the wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank * Responsible for...Relationship Management * Take a lead role in managing investment services by planning, delivery, and regular… more
- Bank of America (Redding, CA)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking...financial advice and guidance by identifying broader product and service solutions that meet their investment , savings… more
- City National Bank (Beverly Hills, CA)
- …in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking , investment and trust services in select markets including Los ... continually updated to reflect current market conditions. * Partner with Entertainment Banking Teams in business development, on boarding and ongoing servicing.… more
- SMBC (Los Angeles, CA)
- …of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. ... with a 400-year history, SMBC Group offers a diverse range of financial services , including banking , leasing, securities, credit cards, and consumer finance. The… more
- Wells Fargo (San Francisco, CA)
- …high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking , custom lending, and trust services . These bank specialists ... needs and aspirations. **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust… more
- Bank of America (Chico, CA)
- …client solutions that are best suited for their financial needs, such as core Banking , and Investment and Life Priority (TM) solutions + Shadows Financial ... thresholds + Manages risk proactively in every aspect of business , product, and service transaction leveraging available...that are in their best interest, such as core Banking , Investment & Life Priority (TM) solutions,… more
- LinkedIn (San Francisco, CA)
- …This position offers a high-profile opportunity for candidates with consulting, investment banking , finance, go-to-market/sales/ business operations, or ... culture, connection, clarity, and the evolving needs of our business . The work location of this role is hybrid,...in an accessible location + Being accompanied by a service dog + Having a sign language interpreter present… more
- TD Bank (San Francisco, CA)
- …and Canadian Research rules. + Daily engagement with Research and Investment Banking to provide advice and guidance to business partners, conduct deal ... Grey and Restricted lists. + Chaperone interactions and communications between Research and Investment Banking . + Review and approve US and Canadian equity… more