- JPMorgan Chase (Oakland, CA)
- …and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan ... client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management… more
- Bank of America (San Francisco, CA)
- Registered Private Wealth Client Associate (FP) San... client materials and follows up on all client and Financial Advisor (FA) ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Registered- Private -Wealth- Client -Associate--FP-\_25034193) **Job Description:** Merrill Wealth Management is… more
- Bank of America (Los Angeles, CA)
- Private Wealth Client Associate Los Angeles, California... client materials and follows up on all client and Financial Advisor (FA) requests ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/ Private -Wealth- Client -Associate\_25031179) **Job Description:** Merrill Wealth Management is… more
- Citigroup (Downey, CA)
- …**Education:** . Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment… more
- Citigroup (San Francisco, CA)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment… more
- City National Bank (Irvine, CA)
- …new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to...Private Banking group, you will help deliver tailored financial solutions to high- and ultra-high-net-worth families, select professional… more
- M&T Bank (Los Angeles, CA)
- … has access to 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...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- US Bank (San Diego County, CA)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... information, conduct the needed discovery, assess investment needs, and evaluate each client 's unique needs + Determine which financial products are suitable… more
- Zions Bancorporation (San Diego, CA)
- …for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families and businesses ... the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth… more
- Citigroup (Beverly Hills, CA)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client ...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more