- EPAM Systems (Los Angeles, CA)
- …You excel at building relationships with senior stakeholders, acting as a trusted advisor and client partner, and leading high-performing teams. If this sounds ... AI, and translate them into actionable business strategies and client solutions + Act as a strategic advisor...Unlimited access to LinkedIn learning solutions + Matched 401(k) Retirement Savings Plan + Paid Time Off - the… more
- Bank of America (San Diego, CA)
- …must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… more
- Bank of America (San Jose, CA)
- …in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and ... guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their… more
- T. Rowe Price (San Francisco, CA)
- …fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to ... will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $650B in AUM. The Wealth Management… more
- Bank of America (Los Angeles, CA)
- …in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and ... guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related… more
- BlackRock (San Francisco, CA)
- **About this role** **About this role** We are actively seeking client -facing sales professionals with a proven successful track record of managing an assigned ... territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any… more
- Columbia Bank (Encino, CA)
- …new business and working with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with ... a trusted advisor to clients, functions as the Middle Market client "expert" in providing differentiating consult, ideas, and options. Champions and leads… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Financial Planner. This is a rare opportunity to learn directly from a seasoned advisor with 16 years of experience at top wirehouses and now the Managing Director ... boutique family office. Recognized twice as a "Top Financial Advisor Mom" by Working Mother Magazine, she brings deep...of financial planning and applying that knowledge directly to client families. Over time, this position offers the potential… more
- JPMorgan Chase (Irvine, CA)
- In National Branch as a Personal Advisor Team Lead, you will lead a team of Personal Advisors who work in a team based environment to offer comprehensive financial ... all of their financial needs. They are responsible for providing an exceptional client experience through remote channels by understanding client needs and… more
- BMO Financial Group (Los Angeles, CA)
- …a relationship development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value. + Acts ... Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience.… more