- Edward Jones (Hemet, CA)
- …clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with ... Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the… more
- Wells Fargo (Newport Beach, CA)
- …seeking a Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. Learn more about the career areas and lines ... of business at www.wellsfargojobs.com **In this role, you will:** + Participate and consult regarding policies and procedures, controls, tools and training + Review and analyze controls to manage high risk investment strategies and complex products + Evaluate… more
- Citizens (El Segundo, CA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... markets. We are looking for talented individuals with a demonstrated track record of delivering a white glove experience to clients that results in long-term client loyalty. Ideal candidates will have a client-centered lending specialist with a commitment to… more
- JPMorgan Chase (San Francisco, CA)
- …range of clients (asset managers, insurance accounts, pension funds, banks, sovereign wealth funds, hedge funds etc.) along with idea generation and market insight ... + Bring a collaborative approach working with our business partners in trading, research, banking, and syndicate to provide comprehensive client coverage across the platform **Required qualifications, capabilities, and skills:** + Experience in sales + Hard… more
- Oracle (Sacramento, CA)
- …of complex data center construction and network projects. They bring a wealth of expertise in project management, technical design, and on-site construction, ... ensuring that our data centers meet the highest standards of quality, efficiency, and sustainability. This team plays a crucial role in supporting Oracle Cloud Infrastructure's data needs and driving our growth and success. Job Summary Strategically, you will… more
- University of Southern California (Los Angeles, CA)
- …range of benefits and perks to help protect their and their dependents' health, wealth , and future. These benefits are available as part of USC's total rewards ... package. Why join the USC Leventhal School of Accounting? The USC Leventhal School of Accounting is ideally positioned to address the challenges of a rapidly changing business environment and is ranked as one of the country's top schools for accounting. As a… more
- Columbia Bank (Los Angeles, CA)
- …company objectives. + Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals. + Reports on the ... activities of the assigned office to senior management of the trust company. + Responsible for leadership and mentoring of the direct reports. + Working with external and internal partners, identifies market opportunities and coordinates activity to direct… more
- SCI Shared Resources, LLC (San Diego, CA)
- …and their dependents as well as eight free counseling sessions per incident. BETTER WEALTH : We are committed to providing the means and resources for our associates ... to manage their current and future financial needs. We offer a 401(k) plan with a competitive company match, financial education tools and flexible spending accounts for healthcare, dependent care and commuter expenses. BETTER SELF: We encourage associates to… more
- Family Dollar (Los Angeles, CA)
- …Benefits:** We offer a wide variety of rewards to support your health, wealth , and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, ... we offer: + Employee Assistance Program + Retirement plans + Educational Assistance + And much more! Family Dollar is an equal opportunity employer committed to complying with the Americans with Disabilities Act (ADA) and providing reasonable accommodations to… more
- City National Bank (Los Angeles, CA)
- …appropriate knowledge of other Bank products and services, particularly those of Wealth Management. Has the ability to analyze client needs, identify cross-sell ... opportunities and make appropriate referrals. * Maintain a strong working knowledge of current economic and market events and their impact on various investment vehicles. * Comply with and conform to all compliance and regulatory requirements of all regulatory… more