Financial Advisor New York LifeFinancial AdvisorGlendale, CA$55,000–$1,267,753.01 / yearFull timePart timeJob description: As a New York Life Financial Services Professional, you will be working with clients in areas such as retirement planning, college funding, life insurance needs, investment strategies, and many areas of financial planning. Obtain optional licenses to sell investments and other securities products dealing with wealth management and advanced planning.
NewPrivate Equity Investment Sales Associate Paulson Investment CompanyPrivate Equity Investment Sales AssociateBeverly Hills, CAPaulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members.
NewRegional Compliance Officer Centaurus Financial, Inc.Regional Compliance OfficerAnaheim, CACompany DescriptionFounded in 1992, Centaurus was formed with a singular focus – to provide unparalleled service, support, technology, and education to independent financial advisers in the securities industry. Through this focus, Centaurus has grown to become a leading independent broker/dealer providing a platform for financial advisers across the country to successfully grow their business and serve their clients.
NewCompliance Specialist Senior Wealth Management City National BankCompliance Specialist Senior Wealth ManagementLos Angeles, CARemote$85,000–$145,000 / yearFunctions as an internal consultant to colleagues throughout City National Bank (CNB) related to operational compliance issues and concerns, utilizing their internal and external organizational agility to ascertain and deliver sound interpretation and advice. Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.
Investment Advisor MassMutual PacificInvestment AdvisorCity of Industry, CA$65,000–$250,000 / yearWe’re seeking seasoned professionals and entrepreneurs who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. At our firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success.
Credit Advisor - Global Wealth & Investment Management Bank of America CorpCredit Advisor - Global Wealth & Investment ManagementLos Angeles, CA$126,400–$267,500 / yearResponsibilities:• Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements• Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility• Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients• Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration• Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience• Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limitsRequired Qualifications:• 10 plus years of commercial credit or wealth management credit experience• Strong oral and written communication skills• Effectively present to Private Bank leadership and advisors around Custom Credit• Strong credit skills (commercial / UHNW)• Organized and can handle/prioritize several transactions at the same time• Ability to work well with underwriting, risk, and other business partners• Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures• Conduct preliminary analysis to determine viability of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.• Manage ongoing loan portfolio (reporting, covenants, etc.)Desired Qualifications:• Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans• BS degree / MBASkills:• Business Development• Loan Structuring• Negotiation• Prospecting• Relationship Building• Active Listening• Business Acumen• Client Management• Customer and Client Focus• Profitability Analysis• Influence• Pipeline Management• Portfolio Management• Problem Solving• Sales StrategyShift: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. Job Description:The Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite.
J.P. Morgan Advisors - Investment Associate - Los Angeles, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Investment Associate - Los Angeles, CALos Angeles, CAProvides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. 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.
Vice President, Investments & Portfolio Management RclcoVice President, Investments & Portfolio ManagementLos Angeles, CaliforniaRemoteUnderwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures; Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds; Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews; Research and develop knowledge of industry trends and participants; Institutional client and investor relationship management; Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and . Bachelor’s degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry; Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector; Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis; Excellent written and verbal communication skills; Demonstrated knowledge of commercial real estate underwriting and valuation; Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy; Experience managing junior team members on projects; Experience and ability to manage multiple projects at any given time under various time frames and constraints; and.
Investment Consultant (External Wholesaler) City National BankInvestment Consultant (External Wholesaler)California, CARemote$101,231–$172,355 / yearAdditional Qualifications CFA - Chartered Financial Analyst or in process of becoming CFA Charterholder Highly competitive and goal-oriented A focus on sales and new business development Masters Degree preferred Working knowledge of portfolio management including knowledge of investment techniques and asset allocation investment research capital market behaviors and financial instruments generally acquired through years of investment and or HNW related experience. WHAT DO YOU NEED TO SUCCEED Required Qualifications Bachelors Degree Minimum 5 years of financial experience preferably in Investment Management 2 years of experience in the High Net Worth or Ultra High Net Market markets 2 years delivering formal client presentations Ability to travel 40-50 of the time FINRA Series 65 or 66 or the ability to obtain.
Analyst/Associate, Investments & Portfolio Management RclcoAnalyst/Associate, Investments & Portfolio ManagementLos Angeles, CaliforniaRemoteUnderwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures; Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds; Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews; Research and develop knowledge of industry trends and participants; Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and. Bachelor’s degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry; Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector; Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis; Excellent written and verbal communication skills; Demonstrated knowledge of commercial real estate underwriting and valuation, and.
Senior Wealth Advisor The Baldwin Group Insurance Holdings, LLCSenior Wealth AdvisorIrvine, CAThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform.
Financial Advisor-Seattle, WA RK PartnersFinancial Advisor-Seattle, WAIrvine, CAFinancial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.
VICE PRESIDENT, ADVISOR CONSULTANT Manning & Napier, Inc.VICE PRESIDENT, ADVISOR CONSULTANTCA$100,000–$150,000 / yearAs the Vice President, Advisor Consultant, you will represent Manning & Napier and Callodine Group of Company's investment portfolios and prospect and service assets attributable to our third-party professionals (i.e. regional broker/dealer, wirehouse, professional financial planner/retirement planner and registered investment advisor representatives) in the assigned territory. Utilize consultative sales approach to identify needs, provide meaningful solutions and deliver superior service within the assigned region through in-person or virtual and telephone sales meetings to grow sales and market share to meet annual sales goal.
Financial Solutions Advisor Registration Candidate- Central LA Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Central LA MarketHollywood, CA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Financial Solutions Advisor Registration Candidate - Victory-Fallbrook Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Victory-Fallbrook Financial CenterWoodland Hills, CA$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Financial Solutions Advisor Registration Candidate- Tri-Valley Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Tri-Valley MarketNorthridge, CA$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients.
Financial Solutions Advisor Registration Candidate- Gateway Cities Market- Bilingual Spanish Required Bank of America CorpFinancial Solutions Advisor Registration Candidate- Gateway Cities Market- Bilingual Spanish RequiredWhittier, CA$28.85–$33.65 / hourOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate- Beverly West Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Beverly West MarketLos Angeles, CA$28.85–$33.65 / hourOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate- LA Metro Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- LA Metro MarketSouth Gate, CA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Financial Solutions Advisor Registration Candidate- West Hills Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- West Hills MarketEncino, CA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Financial Solutions Advisor Registration Candidate - Harbor-Edinger Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Harbor-Edinger Financial CenterFountain Valley, CA$28.85–$33.65 / hourOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).
SVP, Advisor NFP CorpSVP, AdvisorLos Angeles, CA$150,000–$250,000 / yearExecute investment management and financial planning activities, including portfolio rebalancing, cash and money movements, required minimum distributions, tax-loss harvesting, charitable planning strategies, lending evaluations, and education funding analysis. As part of Wealthspires infrastructure, including its best-in-class investment and service teams, the Advisor will collaborate closely with the Ground Control Managing Directors and broader team to deliver integrated strategic wealth management solutions.
J.P. Morgan Wealth Management - Private Client Investment Associate - Mandarin Speaking - Irvine, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Mandarin Speaking - Irvine, CAIrvine, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Tarzana, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Tarzana, CATarzana, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Century City, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Century City, CALos Angeles, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Studio City, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Studio City, CAStudio City, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using 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.
J.P. Morgan Wealth Management - Private Client Investment Associate- South Pasadena, CA- Mandarin Speaking JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate- South Pasadena, CA- Mandarin SpeakingSouth Pasadena, CASupport Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries • Support business unit operational procedures and compliance requirements (e.g. 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 Investment Associate - Manhattan Beach, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Manhattan Beach, CAManhattan Beach, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Sherman Oaks, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Sherman Oaks, CASherman Oaks, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using 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.
J.P. Morgan Wealth Management - Private Client Investment Associate-Huntington Beach, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate-Huntington Beach, CAHuntington Beach, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using 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.
Financial Solutions Advisor- Encino Financial Center Bank of America CorpFinancial Solutions Advisor- Encino Financial CenterEncino, CA$70,000–$80,000 / yearAccount Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include: • Triage client leads • Making referrals to business partners based on client needs and asset thresholds • Meeting with clients to review financial and investment goals • Building a financial plan and recommending brokerage products.
Financial Solutions Advisor - North OC Bank of America CorpFinancial Solutions Advisor - North OCPlacentia, CA$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Advisor Northwestern MutualFinancial AdvisorLos Angeles, California$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Associate, Global Client Group (Independent Advisor Group) Dimensional Fund AdvisorsAssociate, Global Client Group (Independent Advisor Group)Santa Monica, CA$81,000–$118,000 / yearFor this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $81,000 - $118,000. Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
Analyst, Global Client Group (Independent Advisor Group) Dimensional Fund AdvisorsAnalyst, Global Client Group (Independent Advisor Group)Santa Monica, CA$75,000–$85,000 / yearWe take the time to understand clients' evolving needs, identifying where we can add value and collaborating to provide Dimensional investment solutions across a range of offerings, such as mutual funds, ETFs, and separately managed accounts (SMAs). They will gain an understanding of clients' evolving needs, identify where we can add value and collaborate to provide a better investment experience, especially as it relates to growing our ESG, fixed income, ETF, and/or SMA offerings.
Senior Associate, Global Client Group (Independent Advisor Group) Dimensional Fund AdvisorsSenior Associate, Global Client Group (Independent Advisor Group)Santa Monica, CA$95,000–$140,000 / yearFor this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $95,000 - $140,000. This Senior Associate role will support Regional Directors in business development and client services activities for our financial advisor clients across the west coast.
Senior Investment Adviser Associate-Client Service Kayne Anderson RudnickSenior Investment Adviser Associate-Client ServiceLos Angeles, CaliforniaProvide comprehensive daily client service, including transaction processing, cash management, tax-related activities, charitable gifting, required minimum distributions, account maintenance, and custom reporting. Kayne Anderson Rudnick, headquartered in Los Angeles, is a well-respected wealth and asset management firm that manages over $50 billion in assets and employs more than 135 people across the United States.
NewClient Manager, Retirement Plans - The Baldwin Group Wealth Advisors Baldwin Group ColleagueClient Manager, Retirement Plans - The Baldwin Group Wealth AdvisorsIrvine, CaliforniaAny unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations.
Wealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueWealth Advisor - The Baldwin Group Financial ServicesIrvine, CaliforniaRespond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up. Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.
J.P. Morgan Wealth Management - Private Client Investment Associate- South Pasadena, CA- Mandarin Speaking JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate- South Pasadena, CA- Mandarin SpeakingSouth Pasadena, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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 Investment Associate - Studio City, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Studio City, CAStudio City, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Sherman Oaks, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Sherman Oaks, CASherman Oaks, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Mandarin Speaking - Irvine, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Mandarin Speaking - Irvine, CAIrvine, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Manhattan Beach, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Manhattan Beach, CAManhattan Beach, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using 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.
Associate Client Manager, Retirement Plans - The Baldwin Group Wealth Advisors Baldwin Group ColleagueAssociate Client Manager, Retirement Plans - The Baldwin Group Wealth AdvisorsIrvine, CaliforniaAny unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations.
Strategic Sales Manager- West Coast Territory, Advisor Custody Betterment Holdings IncStrategic Sales Manager- West Coast Territory, Advisor CustodyCA$110,000–$130,000 / yearClient Relationship Management: Cultivate and maintain long-term relationships with prospective and existing clients, acting as a trusted partner to help them leverage Betterment Advisor Solutions custody solutions. What were looking for: Experience: 5+ years of sales experience in the financial services industry, with a strong background in advisor custody or related sectors (e.g., RIA platforms, custodians, asset management, fintech solutions).
Registered Client Associate/Investment Associate Royal Bank of CanadaRegistered Client Associate/Investment AssociateEl Segundo, CA$49,500–$77,000 / yearThe good-faith expected salary range for the Registered Client Associate $49,500 - $77,000 and the Investment Associate role is $55,000 - $88,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Investment Performance Analyst Kayne Anderson RudnickInvestment Performance AnalystLos Angeles, CaliforniaHeadquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with approximately $65 billion in assets under management and a national team of 135 employees. To KAR, quality means that a company has competitive strengths that will allow it to grow and remain successful over time, both in investment management and wealth management business lines.
Senior Investment Adviser Associate-Client Service Virtus Investment Partners IncSenior Investment Adviser Associate-Client ServiceLos Angeles, CA$72,000–$95,000 / yearCompetitive Pay • Medical, Dental, and Vision Insurance • Life and Disability Insurance • Health Savings Account with a Company Match • Flexible Spending Accounts including Dependent Care • Wellness Program • Tuition Reimbursement • 24-Hour Employee Assistance Program • Adoption Assistance • Paid Family Care Time • Paid Volunteer days • Gym onsite • Paid Parking • Fully stocked kitchen - lunch provided. • Provide comprehensive daily client service, including transaction processing, cash management, tax-related activities, charitable gifting, required minimum distributions, account maintenance, and custom reporting.
Senior Investment Adviser Associate-Client Service Virtus Investment PartnersSenior Investment Adviser Associate-Client ServiceLos Angeles, CaliforniaProvide comprehensive daily client service, including transaction processing, cash management, tax-related activities, charitable gifting, required minimum distributions, account maintenance, and custom reporting. Kayne Anderson Rudnick, headquartered in Los Angeles, is a well-respected wealth and asset management firm that manages over $50 billion in assets and employs more than 135 people across the United States.