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.
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.
Divisional Director of Gift Planning (DGP)-11-001-/SC-Carson Divisional Headquarters (DHQ) The Salvation Army USADivisional Director of Gift Planning (DGP)-11-001-/SC-Carson Divisional Headquarters (DHQ)Carson, CA$110,000–$120,000 / yearCollaborate with Corps Officers, Donor Relations Directors (Major Gifts) and Development staff to provide donors with exceptional service and collaborate with site/donor visits. The Director of Gift Planning ("DGP") leads, develops, implements, and coordinates all phases of the Gift Planning Program within their assigned Divisional coverage area to achieve the goals set for identifying and establishing gift commitments.
SVP, Trading Axos BankSVP, TradingSan Diego, CAResponsibilities: • Leads and manages the consumer retail trading business (Self-Directed Trading) • Expand investment portfolio by defining strategic roadmap, implementing investment products, and enhancing processes and systems • Owns department P&L and directs the development and implementation of an annual budget • Contributes to the overall profitability of the organization; implements cost controls, income generation and marketing efforts; monitors expenses to ensure compliance with budget • Partner with technology, marketing, compliance and other key stakeholders to deliver on strategic initiatives • Work with Executive team to integrate trading tools into our mobile and desktop digital platform to deliver to a seamless banking and trading experience for our clients • Oversees management reporting, which enables more definitive reviews of the portfolio • Ensure that audits are in full regulatory compliance by allowing for a detailed review of processes and systems. Qualifications: • Bachelors degree • Active FINRA Series 7 & 66 license • Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designations preferred • 10+ years of relevant experience in trading, investments, or financial services • Proven product development experience in a fast-paced environment • Demonstrated success in leadership, business growth, and sales performance • Strong work ethic with the ability to excel in a collaborative, team-based environment • Highly professional, consultative sales and client-servicing approach • Excellent written and verbal communication skills • Proven ability to build and maintain relationships with investment clients and/or sophisticated business decision-makers • Experience with Salesforce, Orion, VEO, or comparable platforms preferred • Fintech experience is a plus.
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Valley Coast MarketWestlake Village, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.