- Wells Fargo (Beverly Hills, CA)
- …and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services. **About this role:** ... Wealth & Investment Management (WIM) is one of...field. + Advanced certifications in lending, credit analysis, or private banking. + FINRA registration including Series 7 and… more
- Citigroup (San Francisco, CA)
- …solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service ... decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its ability to build relationships… more
- Deloitte (San Diego, CA)
- …are fully dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for ... time serving non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit… more
- University of Southern California (Los Angeles, CA)
- …Leader (PGL) for our financial services practice, including investment banking, private wealth management, financial technology, financial services, corporate ... finance, asset management, etc. The PGL will build a finance-related practice consisting of an employer portfolio, alumni-in-residence, executives-in-residence, student clubs, peer advisors, and other resources, all of which facilitate MBA students,… more
- BMO Financial Group (Los Angeles, CA)
- …credit and risk expertise. + Expert knowledge and technical proficiency related to private wealth management strategies, issues and trends. + Broad and diverse ... background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. + Expert knowledge of all applicable compliance and industry regulations. + If a Credit Qualifiable job, Credit… more
- Oracle (Sacramento, CA)
- …Trading, Insurance, Risk and Compliance, Financial Crime, Analytics, Revenue Management, Private Wealth Management, and Cash & Profitability Management **The ... role:** As an Application Sales Executive you will be responsible for the full sales lifecycle, from initial outreach through contract signature, leading with value, building trusted relationships, and positioning a vertical suite of platform solutions to a… more
- JPMorgan Chase (San Francisco, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities ... (operating businesses, private foundations, etc.). Our role is to work with...with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary… more
- JPMorgan Chase (Palo Alto, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities ... (operating businesses, private foundations, etc.). Our role is to work with...with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary… more
- Zions Bancorporation (San Diego, CA)
- …"Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth Management is a specialized division within the bank that offers ... planning, and risk management. The primary goal of a wealth management group is to help clients grow and...which includes: + Retail Bankers + Community/Business Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio… more
- Wellington (San Francisco, CA)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the West Coast...The primary focus will be marketing Wellington's public and private investment strategies to both new and existing clients… more