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Investment Consultant Jobs in Torrance, California

5 jobs

City National Rochdale City National Rochdale is an established, dynamic investment management firm located in Midtown Manhattan with regional offices across the country. We invest globally for a nationwide client base of high net worth individuals offering a complete range of financial services to a diversified group of clients and advisors. Our focus is on sound personalized investment advice co...
Actively Interviewing! Need to hire right away due to growth and promotions. Two new positions! Our client is seeking a Financial Investment Advisor / Wealth Consultant Role: Investment Advisors/Consultants effectively manage a client base, ensuring that all clients receive the proper attention and response. They work with clients using a consultative approach in order to learn client needs, g...
Seeking an Investment Advisor for an incredible opportunity. Role: Investment Advisors/Consultants effectively manage a client base, ensuring that all clients receive the proper attention and response. They work with clients using a consultative approach in order to learn client needs, goals, preferences and prior experiences. Investment Consultants strengthen the client relationship and expand...
To provide supervisory oversight for the Private Wealth Management Regional Managers, Portfolio Managers and Investment Consultants. Daily Trade Review – Daily blotters & reports Daily Correspondence Review and Approval – mail and faxes Daily Report Reviews – Trade and Account Point of Escalation for Branch Personnel Email Review Liaison with Compliance on related matters General Account re...
To provide supervisory oversight for the Private Wealth Management Regional Managers, Portfolio Managers and Investment Consultants. Daily Trade Review – Daily blotters & reports Daily Correspondence Review and Approval – mail and faxes Daily Report Reviews – Trade and Account Point of Escalation for Branch Personnel Email Review Liaison with Compliance on related matters General Account re...