J.P. Morgan Wealth Management - Private Client Advisor - Gardena, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Gardena, CA and Surrounding AreasGardena, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Manhattan Beach, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Manhattan Beach, CA and Surrounding AreasManhattan Beach, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Turlock and Modesto, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Turlock and Modesto, CATurlock, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, Huntington Beach and Los Alamitos, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, Huntington Beach and Los Alamitos, CASeal Beach, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Client Coordinator Morton WealthClient CoordinatorCalabasas, CaliforniaOur ideal candidate for this role will strive to reflect our core values in the following ways: Excellence - Exhibits high attention to detail and organizational skills while able to prioritize multiple requests and tasks. Minimum of 3 years of experience in a client servicing role within the wealth management industry, preferably at an RIA.
Director of Complex Assets (Legacy) Pomona CollegeDirector of Complex Assets (Legacy)Claremont, California$175,000–$195,000 / yearCollaborate with and support major gift, life-income gift (Pomona Plan), reunion and family giving fundraisers in cultivating complex assets and legacy gifts from alumni, families, donors, and prospects that may combine major, life-income, complex assets and legacy gifts into their annual planning and strategy sessions. The director will cultivate and close gifts from alumni, families, donors, and prospects in support of the division’s annual and multi-year campaign fundraising goals and will effectively collaborate with the highly regarded Pomona Plan team that is charged with securing life income, primarily from friends of the College.
NewInterim Director, Pomona Plan Pomona CollegeInterim Director, Pomona PlanClaremont, CaliforniaWorking closely with beneficiary services, the Interim Director will provide oversight and facilitate quality control for life-income gift calculations and proposals, receiving and processing life-income gifts and information into College and outside administrator databases, coordinating with the Investments Office, preparing life-income agreements and tax letters, handling ongoing communications, account updates, and tax matters with annuitants and beneficiaries, and welcoming life-income donors into the appropriate honorary societies for life-time membership and stewardship. Assisting the Senior Director, serves as a second liaison to shared services teams in Advancement, including: (1) Advancement Communications Team as to life-income marketing and communications, (2) Advancement Services as to life-income and legacy gift processing and reporting, (3) Prospect Operations and Data Strategy (PODS) as to data analytics in support of the Pomona Plan, and (4) Stewardship as to members of the Allen F.
Regional Supervisor, PFC Magellan Health IncRegional Supervisor, PFCCAReviews contract deliverables and reports for accuracy and compliance, conducts regular check-ins with PFCs, and develops narrative summaries to ensure complete, client-ready submissions to the Office of the Secretary of Defense for Financial Readiness (OSD FINRED). Provides oversight for PFC counseling to ensure counselors understand the individual service and family member needs, develop action plans to address needs, and provide appropriate coaching to utilize suggested resources.
J.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area)CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA (Including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA (Including surrounding areas)Los Angeles, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - East Inland Empire, CA (Area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - East Inland Empire, CA (Area)Rancho Mirage, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - San Gabriel, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - San Gabriel, CA (area)Temple City, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Northern San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Northern San Diego, CA (area)Del Mar, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - East San Ferando Valley, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - East San Ferando Valley, CA (area)Glendale, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - North Central San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North Central San Diego, CA (area)Ramona, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - North Inland Empire, CA (including the High Desert) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North Inland Empire, CA (including the High Desert)Upland, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Central San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Central San Diego, CA (area)La Jolla, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - South San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - South San Diego, CA (area)Chula Vista, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CA (area)Corona, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - West Los Angeles, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - West Los Angeles, CA (area)Culver City, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.