- City National Bank (Beverly Hills, CA)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). ... materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned by… more
- Citigroup (Loma Linda, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide… more
- Citigroup (Riverside, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.… more
- Wells Fargo (San Francisco, CA)
- …Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as part of Wealth ... to alternative investments **Required Qualifications:** + 5+ years of Wealth Investment Consulting experience, or equivalent demonstrated through one or… more
- City National Bank (Los Angeles, CA)
- …and Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking ... *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The ...and business impact. * Possesses working knowledge of the Investment Advisers Act of 1940, the Investment … more
- City National Bank (Los Angeles, CA)
- …and Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking ... *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit...Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial… more
- TIAA (Sherman Oaks, CA)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... mindset in pursuit of growth. * Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose… more
- JPMorgan Chase (Irvine, CA)
- …Private Bank including but not limited to credit and lending, multi-asset class investments , wealth advisory and estate planning. **Job Responsibilities** + Help ... career to the next level. As a Program Banker Analyst in the US Private Bank, you will work...work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts… more
- JPMorgan Chase (San Francisco, CA)
- …work as part of a team of expert client advisors (bankers, global investment specialists, wealth advisors and lending advisors). Banker Analysts support Senior ... You will be part of a three-year Private Bank analyst program whereby you will be supporting the team...duties and preparing account reviews + Coordinating with global investment specialists, wealth advisors and lending advisors'… more
- City National Bank (Beverly Hills, CA)
- *PORTFOLIO DESIGN ANALYST * WHAT IS THE OPPORTUNITY? Supports CNR client teams in delivering investment analysis and financial planning materials for ... Advisors by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools. * Lead region as the subject… more