- JPMorgan Chase (Newport Beach, CA)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with ... client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management… more
- JPMorgan Chase (Long Beach, CA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- Citigroup (Fountain Valley, CA)
- …acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Licensed Client Service Associate is a developing professional role...team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the… more
- City National Bank (Los Angeles, CA)
- …to measure and report results. Execute risk assessments for broker dealer, registered investment advisory, trust department and private banking activities. This ... and Regulators as necessary to help support Banking and Wealth Management activities. * All City National products, financial...integrity in a manner that is consistent with the client -first culture and values embodied in City National's PRIDE… more