- JPMorgan Chase (Irvine, CA)
- …are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and ... on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Acting as the first point of contact, you'll guide clients through complex wealth strategies while collaborating with a highly skilled team dedicated to delivering ... 4+ years of experience at an RIA or comparable wealth management firm, with direct exposure to HNW clients....technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in… more
- HUB International (San Rafael, CA)
- …with over $134B in retirement plan assets under advisement, and $8.5B in individual wealth assets under management. With over 350 producing advisors in more than 120 ... plans with over 900,000 retirement plan participants, and over 21,000 individual wealth accounts. Due to rapid growth we are expanding our operational team.… more
- Bank of America (Beverly Hills, CA)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Comerica (Costa Mesa, CA)
- …loans submitted to loan committee. Responsibilities Direct the activities of a Private Wealth to expand market share, increase loans, deposits, AUM, and fee income ... of business unit strategy working closely with Regional and National Private Wealth leaders. Effectively lead and manage the team. Provide coaching, training,… more
- City National Bank (Los Angeles, CA)
- …City National Securities products and systems. Provide middle office support to Financial Advisors, Investment Relationship Officers, Assistant Investment Officers ... Financial Advisors and CNS Investment Operations to open, fund, and provide ongoing support and service. Ensure all CIP and KYCQ requirements are complete. * Prepare… more
- Stanley Black and Decker (Los Angeles, CA)
- …applications and code requirements. + Use technical knowledge of products to support and build sales on specification and conversion in conjunction with local ... sales team and provide technical job-site support as needed. + Provide assistance on proprietary technical...multiple career paths. + _Learn:_ Have access to a wealth of learning resources, including our digital learning portal.… more
- City National Bank (Los Angeles, CA)
- …Will be responsible for working with AD to research topics to provide advice and support to business units in all regulatory matters. Will raise concerns to AD about ... concerns are well informed and appropriately address concerns raised. * Support proactive communication strategies with regulators and provide advice to 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 more about our ... the entire branch structure including Financial Advisors, Client Associates, Governance and Support professionals and the market leader, as well as building trust… more
- TIAA (Walnut Creek, CA)
- …evolving client goals. + Conduct in-depth portfolio reviews and guide long-term wealth planning conversations. + Mentor Associate and Portfolio Managers to elevate ... + Identify risks and opportunities across portfolios and macroeconomic trends. + Support growth of the Private Asset Management business through referrals and… more