PWM Private Wealth Advisor U.S. BankPWM Private Wealth AdvisorOntario, California$141,210–$172,590 / yearBasic Qualifications - Bachelor's degree, or equivalent work experience - Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience - Requires established network with strong relationship management, networking, and business development skills - Demonstrated success in specific client segments or verticals with developed strategic partnerships - Experience profiling clients and formulating customized strategies to address their needs - Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists - Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication - A passion for problem-solving and acting as a strategic advisor - Ability to make critical decisions independently and act as a business owner - Professional designation such as CFA or CFP is preferred. In 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.
Private Client Advisor Columbia Banking System, Inc.Private Client AdvisorIrvine, CA$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA's and Attorney's. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Private Client Banker - Diamond Bar Cold Springs - Diamond Bar, CA JPMorgan Chase Bank, N.A.Private Client Banker - Diamond Bar Cold Springs - Diamond Bar, CADiamond Bar, 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.
NewSr Manager, Information Security (Bilingual in Chinese) TransGlobalSr Manager, Information Security (Bilingual in Chinese)Diamond Bar, CA$120,000–$150,000 / yearFull timeCISSP, CISA, Security+Experience in financial services, insurance, or other regulated industriesFamiliarity with compliance frameworks such as NIST, ISO 27001, SOC 2Experience supporting high-growth organizations or IPO readiness initiativesExposure to cloud-native environmentsExperience managing cross-border operations between the U.S. and Asia WHO WE AREWith over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. WHY JOIN USIndustry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.
Sr Private Bank Relationship Manager Columbia Banking System, Inc.Sr Private Bank Relationship ManagerIrvine, CA$129,000–$238,000 / yearThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited in acting as a Bank MLO for open-ended transactions (i.e., home equity lines of credit) only.
Private Banker City National BankPrivate BankerIrvine, CaliforniaRemote$127,626–$237,014 / yearFull timePartner 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.
Unarmed Security Guard Black Cube SecurityUnarmed Security GuardPomona, CaliforniaBlack Cube provides Private Security Guard services such as:- personal accompaniment, control and monitoring of important personas, control of shipment/unloading and escort of goods and materials, protection of factories, warehouses, business centers, construction sites, cottage villages restaurants, crowd control, etc. The ideal candidate will maintain a safe and secure environment for clients, employees, and visitors by patrolling premises, monitoring activities, and responding to incidents in a professional manner.
Armed Security Flex Officer Allied UniversalArmed Security Flex OfficerPomona, CaliforniaArmed Security Officers act as a visible deterrent to crime and client rule infractions; they detect and report suspicious, unsafe or criminal acts at or near their assigned posts which may be a threat to the property, clients, guests or employees at the site. Follow site-specific performance manuals and post orders, reporting safety concerns, security breaches, and unusual circumstances via written and verbal communication; interact with client and/or other security personnel regarding order execution when appropriate.
NewSecurity Officer College Campus Allied UniversalSecurity Officer College CampusTustin, CAYou will conduct routine patrols, monitor access points, remain visible to help deter incidents, and provide professional customer service to students, faculty, staff, and visitors. Conduct regular and random unarmed patrols of campus buildings, classrooms, parking areas, walkways, and perimeter areas to help deter unauthorized activity.
Security Services Sales Representative Black Cube SecuritySecurity Services Sales RepresentativeVictorville, CARemotePart timeBlack Cube Security is seeking a driven and experienced Sales Representative with a strong background in security services sales. This is not a general sales role — we require proven experience in selling security guard services.
Field Agent iJETField AgentYorba Linda, CAPartner with various intelligence and investigations teams, global security operations center assets, other private security firms, and local law enforcement to proactively identify and mitigate threats. The Field Protector is an Executive Protection Agent who operates on one of our exclusive travel teams wherein you will be responsible for the day-to-day operations of the detail, policies, and procedures.
Business Development Representative Black Cube SecurityBusiness Development RepresentativeOntario, CaliforniaBlack Cube provides Private Security Guard services such as:- personal accompaniment, control and monitoring of important personas, control of shipment/unloading and escort of goods and materials, protection of factories, warehouses, business centers, construction sites, cottage villages restaurants, crowd control, etc. Contact property managers, business owners, construction companies, commercial property owners, facility managers, retail businesses, warehouses, healthcare facilities, hotels, and other potential clients.