- Citigroup (Los Angeles, CA)
- …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... The Investment Relationship Officer is a developing professional role....+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding **Time Type:**… more
- Citigroup (San Francisco, CA)
- …including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and ... and serves 40% of the world's billionaires and their families. **Responsibilities:** + Investment Counselors joining Citi Private Bank will be distinguished and… more
- Citigroup (Los Angeles, CA)
- …Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... & planning services and access to a dedicated Private Banker. We also support firms, and we offer...financial/ investment goals related to the creation and management of wealth . + Develop tailored solutions… more
- Bank of America (San Francisco, CA)
- …estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill advisors ... Management is a leading provider of comprehensive wealth management and investment products...driven, resilient, results focused and effective. **Job Description:** The Private Wealth Strategist, part of Merrill's Strategic… more
- Citigroup (San Francisco, CA)
- …Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (Downey, CA)
- …Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private.... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- JPMorgan Chase (San Francisco, CA)
- …**Job Responsibilities** + Collaborate with bankers to identify and prioritize prospects for private wealth management services. + Establish credibility and ... Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase … more
- Citigroup (Los Angeles, CA)
- …, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... & planning services and access to a dedicated Private Banker. We also support firms, and we offer...financial/ investment goals related to the creation and management of wealth . + Plan and prioritize… more
- JPMorgan Chase (Palo Alto, CA)
- …will also be a plus. As a Vice-President, Wealth Planner within JP Morgan Wealth Management , you will need a deep understanding of tax and trust & estate ... related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with...for people as well as planning and for the wealth management industry overall, must demonstrate independent… more
- US Bank (Aptos, CA)
- …you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance ... stable, and committed to our clients and employees. At Wealth Management from US Bank, we are...and due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon… more