- Columbia Bank (Los Angeles, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, ... understanding of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to… more
- JPMorgan Chase (Granite Bay, CA)
- …solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- Citigroup (Los Angeles, CA)
- …Help clients achieve broad financial/ investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi...investment , risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Citigroup (Los Angeles, CA)
- …Help clients achieve broad financial/ investment goals related to the creation and management of wealth . + Plan and prioritize daily, weekly, and monthly ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi...+ Apply an in-depth level of knowledge in key investment and financing products. **Qualifications:** + 15+ years of… 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 ... growth. * Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs...to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients… more
- Robert Half Finance & Accounting (Marin County, CA)
- …client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and ... info and immediate consideration. Requirements + 4+ years in financial planning, wealth management . + CFP(R) certification required; Series 65 or equivalent… more
- JPMorgan Chase (Irvine, CA)
- …this is the team for you. As a Personal Advisor, in JP Morgan's Wealth Management 's National Branch Personal Advising group, you will partner with clients ... If you believe that investment advising should feel like a personal relationship...responsibilities** + * Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients… more
- HSBC (Beverly Hills, CA)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... or status as a protected veteran. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-California-Beverly Hills **Req… more
- Charles Schwab (San Francisco, CA)
- …You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio ... Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship,...opportunity to continue to build a strong foundation in wealth management and sets you on the… more
- Deloitte (San Francisco, CA)
- …you serve + 5+ years of public accounting experience (at least 3 years in investment management ) + One of the following accreditations obtained: + Licensed CPA ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more