- 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 (Los Angeles, 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 ....Series 7 license is required + If you were registered after October 1, 2018 you must also have… more
- JPMorgan Chase (Long Beach, 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
- 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
- Wells Fargo (Los Angeles, CA)
- …role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- Wells Fargo (Los Angeles, CA)
- …this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- Citigroup (Hermosa Beach, CA)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Licensed Client Service Associate is a developing professional role...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more
- PNC (Los Angeles, CA)
- …assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private ... assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies, including lending, investment management , estate/retirement… more