JPMorgan Chase & CoU.S. Private Bank - Private Banker - Vice President or Executive Director JPMorgan Chase & CoU.S. Private Bank - Private Banker - Vice President or Executive Directorpasadena, CA$170,000–$225,000 / yearManage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Associate JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - AssociateLos Angeles, CAFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Vice President or Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Vice President or Executive DirectorPasadena, CAFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Bank of MontrealSenior Private Banker Bank of MontrealSenior Private BankerLos Angeles, CA$122,400–$228,000 / yearAdheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction.
City National BankPrivate Banker City National BankPrivate BankerIrvine, CaliforniaRemote$127,626–$237,014 / yearPartner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.
Citigroup IncCiti Private Bank - UHNW Banker Citigroup IncCiti Private Bank - UHNW BankerLos Angeles, CA$200,000–$300,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.
Wells Fargo & CoPrivate Mortgage Banker (SAFE) Wells Fargo & CoPrivate Mortgage Banker (SAFE)Los Angeles, CAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Required Qualifications for Europe, Middle East & Africa only: • Experience in Private Mortgage Banking Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
JPMorgan Chase & CoNewPrivate Client Banker - Brookhurst & Ball Rd - Anaheim, CA JPMorgan Chase & CoPrivate Client Banker - Brookhurst & Ball Rd - Anaheim, CAAnaheim, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
JPMorgan Chase & CoPrivate Client Banker - Marina Del Rey - Marina Del Rey, CA JPMorgan Chase & CoPrivate Client Banker - Marina Del Rey - Marina Del Rey, CAMarina Del Rey, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
JPMorgan Chase & CoPrivate Client Banker - Sepulveda and La Tijera - Los Angeles, CA JPMorgan Chase & CoPrivate Client Banker - Sepulveda and La Tijera - Los Angeles, CALos Angeles, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
JPMorgan Chase & CoPrivate Client Banker - Monrovia - Monrovia, CA JPMorgan Chase & CoPrivate Client Banker - Monrovia - Monrovia, CAMonrovia, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
BMO FinancialNewSenior Private Banker BMO FinancialSenior Private BankerLos Angeles, CA$122,400–$228,000 / yearAdheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction.
JPMorgan Chase Bank, N.A.Private Client Banker - Rancho Park - Los Angeles, CA JPMorgan Chase Bank, N.A.Private Client Banker - Rancho Park - Los Angeles, CALos Angeles, CAFull timeAs a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
JPMorgan Chase Bank, N.A.Private Client Banker - Pasadena Main - Pasadena, CA JPMorgan Chase Bank, N.A.Private Client Banker - Pasadena Main - Pasadena, CAPasadena, CAFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
City National BankPrivate Banking Officer III City National BankPrivate Banking Officer IIIEl Segundo, CaliforniaRemote$78,970–$126,140 / yearWHAT IS THE OPPORTUNITY?Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.).
Citigroup IncCiti Wealth at Work - Law Firm Group - Associate Banker - AVP/VP - WEST COAST Citigroup IncCiti Wealth at Work - Law Firm Group - Associate Banker - AVP/VP - WEST COASTlos angeles, CA$88,400–$182,000 / yearSource leads and referrals to generate new individual and institutional business Leverage relationships to understand client needs and deepen Citi\u2019s relationships with existing client Construct and execute marketing campaigns around our unique and tailored product offerings Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi\u2019s full suite of banking and wealth management solutions to our clients Provide complete service support to client, including solving complex client inquiries Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities: Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients Partner with Banker on prospecting efforts prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports Introduce Citi\u2019s value proposition to incoming employees at target firms Cultivate relationships with firm employees.
Citizens Financial Group IncPrivate Bank, Sales & Service Sr Partner (Colleague Effectiveness) Citizens Financial Group IncPrivate Bank, Sales & Service Sr Partner (Colleague Effectiveness)Beverly Hills, CA$109,000–$150,000 / yearThis role bridges business strategy, organizational effectiveness, culture, and colleague enablement-ensuring that teams, skills, and structures align with the Private Bank's mission to deliver exceptional service to high-net-worth clients. The Private Bank, Sales & Service Sr Partner (Colleague Effectiveness) serves as a strategic connector within the Private Bank, driving workforce readiness, learning, culture, and employee experience across our sales and service colleagues.
JPMorgan Chase Bank, N.A.Historic Tax Credit Banker - Community Development Banking - Associate Banker JPMorgan Chase Bank, N.A.Historic Tax Credit Banker - Community Development Banking - Associate BankerLos Angeles, CAFull timeLos Angeles,CA $110,000.00 - $140,000.00 / year; Chicago,IL $110,000.00 - $140,000.00 / year; New York,NY $110,000.00 - $140,000.00 / year; Washington,DC $110,000.00 - $140,000.00 / year . JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
East West BankAssociate Banker East West BankAssociate BankerRosemead, California$20–$21.50 / hourOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Overview: Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.
East West BankNewIn-Store Relationship Banker East West BankIn-Store Relationship BankerVan Nuys, California$22–$23.50 / hourOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Responsibilities: Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products.
East West BankRelationship Banker East West BankRelationship BankerArtesia, California$22–$23.50 / hourOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Responsibilities: Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products.
East West Bancorp IncNewIn Store Relationship Banker East West Bancorp IncIn Store Relationship BankerVan Nuys, CA$22–$23.50 / hourOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products.
East West BankSenior Relationship Banker East West BankSenior Relationship BankerLos Angeles, California$24–$27 / hourOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Overview: Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.
JPMorgan Chase Bank, N.A.U.S. Private Bank - Lending Specialist - Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Lending Specialist - Executive DirectorLos Angeles, CAFull timeExpert knowledge of and proven success with complex credit products and concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
East West Bancorp IncWealth & Private Banking Regional Manager East West Bancorp IncWealth & Private Banking Regional Managerirvine, CAOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Target High Net Worth clients and cash deposits, make East West Bank their primary bank Markets services by asking for referrals from current clients, meeting prospects at community functions, responding to inquiries, developing promotions, presenting financial planning seminars.
The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Los Angeles The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Los AngelesLos Angeles, CA$75,000–$160,000 / yearOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. Were committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
JPMorgan Chase Bank, N.A.U.S. Private Bank - Program Analyst (OCIO) JPMorgan Chase Bank, N.A.U.S. Private Bank - Program Analyst (OCIO)Los Angeles, CAFull timeAs a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
City National BankCredit Associate - Private Banking Commercial Real Estate City National BankCredit Associate - Private Banking Commercial Real EstateLos Angeles, CaliforniaRemote$34.55–$55.19 / hourWHAT WILL YOU DO?In partnership with Portfolio Managers and Credit Lead, this role will support the Private Banking Commercial Real Estate portfolio, while is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types (multifamily, retail, industrial, office, self-storage, and unsecured). Learning and Development: Demonstrates a strong desire to learn underwriting and portfolio management skills, actively seeking opportunities for professional growth and development, eventually leading to ownership of a portfolio of credits.
TAG EisnerAmper, LLC (Inactive)Senior Fund Accountant - Real Estate Private Equity TAG EisnerAmper, LLC (Inactive)Senior Fund Accountant - Real Estate Private EquityLos Angeles, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the largest real estate private fund administrator by funds administered, we offer a full suite of financial products to our clients, from general accounting and tax planning to outsourced services and investor relations.
TAG EisnerAmper, LLC (Inactive)Tax Senior Associate - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Associate - Private Client ServicesPasadena, CA$80,000–$115,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. The EisnerAmper Private Client Services Team connects family-owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
TAG EisnerAmper, LLC (Inactive)Tax Partner- Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Partner- Private Client Services (PCS)Los Angeles, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
JPMorgan Chase Bank, N.A.Private Bank Event Planner - Senior Associate JPMorgan Chase Bank, N.A.Private Bank Event Planner - Senior AssociateLos Angeles, CAFull timeAs such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entriesJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. The job demands interaction with colleagues on the global events team and the larger marketing group, bankers and product partners, and senior management so that we can ensure a consistent and distinctive experience for clients which underscores our business strategies.
Citizens Business BankPrivate Client Advisor Citizens Business BankPrivate Client AdvisorLos Angeles, CAMust be capable of networking and developing relationships from the beginning with bank officers, attorneys, accountants, insurance professionals, investment bankers or others who can introduce him/her to high net worth individuals who have the potential to become clients. Well networked and comfortable generating business in the markets served by the Bank (ie: Central Valley, Inland Empire, Los Angeles and Orange Counties and the surrounding areas).
Royal Bank of CanadaClearing & Custody Wealth Management Banker Royal Bank of CanadaClearing & Custody Wealth Management BankerLos Angeles, CA$120,000–$200,000 / yearThis role is critical to driving the adoption and expansion of our financial products and services amongst Broker-Dealers (BDs) and Registered Investment Advisors (RIAs), helping them better serve their Financial Advisors and clients with innovative lending and banking solutions. The expected salary range for this particular position is $120,000-$200,000, (New York), $99,000-$176,000, (Los Angeles, Chicago), $90,000-$160,000, (Denver, Dallas, Miami) depending on your experience, skills, and registration status, market conditions and business needs.
JPMorgan Chase & CoU.S. Private Bank - Executive Advisory - Executive Director JPMorgan Chase & CoU.S. Private Bank - Executive Advisory - Executive DirectorLos Angeles, CA$20–$30 / hourQualifications, Capabilities, and Skills Bachelor's degree required; advanced degree preferred 8+ years of work experience in executive compensation and benefits, preferably advising C-suite executives at large private and public companies Deep knowledge of executive compensation structures, equity and incentive plans, deferred compensation, and related regulatory frameworks Strong research skills and the ability to publish findings on compensation and benefit issues and trends Ability to work independently and as a team player Hard working with ability to perform under pressure and multitask Strong written and verbal communication skills with impeccable attention to detail Excellent listening and questioning skills to provide strategic advice Proficiency with Microsoft Office suite required Willingness to travel as needed (20-30%) Experience with national law, accounting, or financial services firm preferred Experience with private company compensation structures preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan Private Advisory is a cross-disciplinary group of over 100 global specialists within the Private Bank who collaborate to deliver innovative and forward-thinking strategies, working closely with advisors to help clients make well-informed decisions and achieve their goals.
Bank of America CorpNewRegistered Private Wealth Client Associate Bank of America CorpRegistered Private Wealth Client AssociateLos Angeles, CA$25–$44 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and FINRA.Shift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
City National BankPortfolio Manager I - Private Banking Commercial Real Estate City National BankPortfolio Manager I - Private Banking Commercial Real EstateIrvine, CaliforniaRemote$41.83–$66.81 / hourPrimary responsibilities include:In partnership with Portfolio Managers and Credit Lead, this role will support the Private Banking Commercial Real Estate portfolio, while is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types (multifamily, retail, industrial, office, self-storage, and unsecured). Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Henley & Partners - The Firm of Global Citizens®Private Client Advisor Henley & Partners - The Firm of Global Citizens®Private Client AdvisorLos Angeles, CAFull timeYour primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate Program Manager JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate Program ManagerLos Angeles, CAFull timeLos Angeles,CA $185,000.00 - $255,000.00 / year; New York,NY $185,000.00 - $255,000.00 / year; San Diego,CA $185,000.00 - $255,000.00 / year; Irvine,CA $170,000.00 - $235,000.00 / year; Chicago,IL $170,000.00 - $235,000.00 / year . With ~$400 billion in assets under management and ~4,000 advisors across 3,500 branches and 21 offices, we are seeking a Private Client investment Associate Program Manager to lead our team of Private Client Investment Managers.
JPMorgan Chase & CoNewJ.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.
JPMorgan Chase & CoNewJ.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.
JPMorgan Chase & CoJ.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.
JPMorgan Chase & CoNewJ.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.
Flagstar Bank NANewSenior Credit Products Specialist - Private Banking Flagstar Bank NASenior Credit Products Specialist - Private BankingBeverly Hills, CA$163,493–$193,738 / yearAs relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management.
U.S. BancorpPWM Private Wealth Advisor U.S. BancorpPWM Private Wealth AdvisorBeverly Hills, CA$159,970–$188,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lakewood, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lakewood, CAlakewood, 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. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Santa Ana, CA (South Coast) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Santa Ana, CA (South Coast)Santa Ana, CAThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Westminster, CAWestminster, CAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.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)Toluca Lake, 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Orange and Anaheim, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Orange and Anaheim, CAorange, CAThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. 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.