- Bank of America (Los Angeles, CA)
- Registered Wealth Management Client Associate Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/ Registered - Wealth - Management - Client -Associate\_25037572) **Job Description:** Merrill Wealth Management… more
- JPMorgan Chase (La Canada Flintridge, CA)
- …financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service, operational marketing and ... administrative support to Private Client Advisors within Wealth Management ....60 day condition of employment + If you were registered after October 1, 2018 you must also have… more
- JPMorgan Chase (Simi Valley, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... 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
- Robert Half Finance & Accounting (Mountain View, CA)
- …planning firm in Mountain View, Ca with over $1.2 billion in assets under management and a client base of approximately 250 high-net-worth individuals and ... families. Average client relationships range from $2M to $10M in assets,...just the last year-demonstrating exceptional investment performance and continued client trust. The Role: The Client Service… more
- City National Bank (Los Angeles, CA)
- …will provide general regulatory and transactional support to the Bank and its wealth management operations and subsidiaries. Substantial expertise in advising ... of overall business strategy for the Bank and its wealth management business. WHAT WILL YOU DO?...transactional and regulatory counsel to the Bank and its registered investment adviser, broker-dealer, and registered investment… more
- City National Bank (Los Angeles, CA)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of ... Wealth Management , is a leadership role as...Advisory, Broker/Dealer, Investment Banking activities for CNB's Capital Markets, Registered and Unregistered Fund Vehicles, Support Functions (Operations, Compliance,… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …is seeking experienced and client -focused professionals to join its dynamic Wealth Management team. The firm is committed to delivering exceptional service ... Description Wealth Manager / Senior Wealth Manager A leading independent Registered ...ideal for financial advisors who are passionate about holistic wealth management and ready to grow within… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- … Manager A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and is seeking both Wealth Managers and Senior ... Wealth Managers who are passionate about delivering exceptional client service and embody the firm's " Wealth ...of 8 years of experience in financial planning or wealth management + CFP(R) designation and Series… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both Managers and Senior Managers who ... are passionate about delivering exceptional client service and embody the firm's " Wealth ...Minimum 8 years of experience in financial planning or wealth management . + CFP(R) designation and Series… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …required. + Series 65 or equivalent strongly preferred. + 8+ years of wealth management or financial planning experience. + Demonstrated leadership, mentoring, ... Description Senior Wealth Advisor- Independent RIA Location: Mill Valley, CA...and contributing to firm-wide initiatives. Key Responsibilities + Lead client relationship management and deliver advanced planning… more