- JPMorgan Chase (Los Angeles, CA)
- …, managing over $2 trillion in client assets, is a global leader in investment and wealth management . Serving institutions, high-net-worth team members, and ... retail investors worldwide, the division offers comprehensive investment management across all major asset classes. With nearly $70 billion in AUM, the Real… more
- US Bank (Rancho Palos Verdes, CA)
- …Advisor at the Associate level. Under the guidance and in partnership with a senior advisor, this advisor will learn and develop skills to consult with existing and ... securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then...of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65… more
- BMO Financial Group (Los Angeles, CA)
- …results. (eg sales process, financial planning, presentation skills, estate planning, wealth transfer, client management , etc.) + Leads/participates in the ... Provides financial and investment planning and advice in collaboration with other...personal banking, lending, and investments). + Implements a relationship management plan in collaboration with the lead relationship manager.… more
- Scotiabank (San Francisco, CA)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Global Banking & Markets provides a full range of investment banking, credit and risk management products...and initiative. With an increasing roster of highly experienced senior bankers, the Global Technology Investment Banking… more
- Zions Bancorporation (El Segundo, CA)
- …teams to prepare materials for review and approval by senior management and/or committee(s) + Significant knowledge of investment banking products, services ... assist with deal information materials for internal committee and senior management review and approval + Ensure...management and/or committee(s) + Significant knowledge of applicable investment banking regulations + High level of focus on… more
- BlackRock (Sausalito, CA)
- … researchers and portfolio managers to develop and refine systematic investment strategies, tax-managed optimizations, and portfolio management processes. + ... Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to… more
- City National Bank (Los Angeles, CA)
- …* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary point of contact for assigned line of business to develop ... CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While...be the primary point of contact for all new investment management opportunities. * Relationship Management… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Branch Complex Senior Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... management ; and exception management + Execute on strategic vision of the Wealth and Investment Management (WIM) group of Wells Fargo to help… more
- Wells Fargo (Union City, CA)
- …services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously ... us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small...knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs… more