- Zions Bancorporation (Irvine, CA)
- …Bankers + Private Bankers + Commercial Bankers **_Responsibilities:_** + Serves as senior market leader with respect to the wealth advisory services ... You bring the talent; we bring the opportunity. Zions Wealth Management is a specialized division within the bank...planning, and risk management. The primary goal of a wealth management group is to help clients grow and… more
- City National Bank (San Francisco, CA)
- * WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY MGR* *WHAT IS THE OPPORTUNITY?* Responsible for CNB's Wealth Management Product and Program Strategy. This ... individual will be responsible for developing and executing strategies for wealth management products and programs, aligning with client needs and market trends,… more
- Citigroup (Los Angeles, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... individuals and family offices through Citi Wealth , operates in the affluent and high-net worth segments...required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides… more
- Citigroup (Los Angeles, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the… more
- City National Bank (Los Angeles, CA)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors ... results of testing performed, and effectively communicate audit results to the Senior Audit Manager/Director and senior management in meetings, presentations,… more
- US Bank (Los Angeles, CA)
- …discover what you excel at-all from Day One. **Job Description** The PWM Wealth Planner is focused on providing clients with comprehensive and goals-based planning. ... The Wealth Planner provides the following comprehensive planning services to...work directly with clients, or in conjunction with the senior team members. **Basic Qualifications** + Bachelor's degree or… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Tax Accountant / Senior Tax Accountant Onsite - San Jose $80,000 - $100,000 base + bonus Jennifer Fukumae is partnering with an established Wealth ... in San Jose to identify a Tax Accountant / Senior Tax Accountant (title flexible based on experience). This...tax side of the practice, working closely with the wealth management team to provide high-level tax advisory services… more
- US Bank (Irvine, CA)
- …and discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM)) Private Wealth Advisor Partner have the shared ... developing, managing, and retaining client relationships for PWM. Partners with Senior Advisor to drive business development, client retention and engagement in… more
- BMO Financial Group (Los Angeles, CA)
- …input into business decisions as a trusted advisor. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of ... results. (eg sales process, financial planning, presentation skills, estate planning, wealth transfer, client management, etc.) + Leads/participates in the design,… 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 ... - At least two years of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65 or 66 and state insurance licenses.… more