Senior Personal Banker & Wealth Advisor
$55.8k - $89.4kNorthern Trust
Northern Trust is looking for a Personal/Universal Banker in Lake Forest, California, to deliver exceptional client service and manage a diverse range of banking products. This office-based position requires strong communication skills and a good understanding of banking operations. The ideal candidate should have 3 to 5 years of related experience and the ability to work both independently and collaboratively. The role also offers a salary range of $55,800 - $89,400 with comprehensive benefits, including a discretionary bonus program. #J-18808-Ljbffr Northern Trust
- ...billion in client assets. Our advisors average $575,000 in GDC. Our... .... About the Role: A Senior Wealth Advisor is an experienced... ...Service Specialists, Private Bankers, and Wealth Strategists. We... ...actions and words. Takes personal initiative and is a positive...SeniorImmediate start
$70k - $80k
Bank of America in Rancho Santa Margarita, CA seeks a financial advisor to provide tailored advice and solutions for clients. You will work with clients to develop financial plans, recommend investment strategies, and engage potential new clients while managing risks effectively...Suggested$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor to join its Advisor Development Program in Laguna Hills, California. The role... ...gaining foundational skills in client relationship management and wealth advisory services. The ideal candidate will possess a bachelor’...SuggestedHourly payTraineeship- Role Overview Merrills Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...banking convenience of Bank of America. Responsibilities As an Advisor Development Program Financial Solutions Advisor Stage I (ADP...SuggestedHourly payTraineeshipWork at officeImmediate startShift workDay shift
$55.8k - $89.4k
...supervision (but works independently most of the time), the Personal/Universal Banker is responsible for delivering an exceptional client service... ...processes, procedures and operating environment of their Wealth Management team. Responsibilities 1. Understanding the business...SeniorWork experience placementH1bWork at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at... ...providing a great client experience Build personalized, holistic financial plans tailored to... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment...Full timeContract workFor contractorsWork at office$125k
...Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and... ...classes and client events, as well as, Your Money, Your Wealth® television and podcast shows. We have teams focused on marketing...- ...re driven by a commitment to delivering personalized solutions and thrive in a collaborative... ...their long-term goals by shaping tomorrow's wealth with wisdom and innovation. Career... ...California and Hawaii. As a Sagient financial advisor, you'll assist clients in identifying...
- ...Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market... ...Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...pursue the life they envision through a personal relationship with their advisory team...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...the lookout for individuals who share our passion for excellence and are ready to make a meaningful impact. Position Summary The Personal Banker’s primary responsibility is to provide personalized banking services for clients. Essential Job Functions and Responsibilities...SeniorFull timeLocal area
$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...now and in the future. As a Senior Manager, you'll work as part... ...problems Serve as a strategic advisor, leveraging specialized... ...401k, holiday pay, vacation, personal and family sick leave, and more...SeniorFull timeH1bLocal areaOverseas- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase... ...and services. Works together with bankers, meets with their customers and... ...range of financial services, including personal banking, credit cards, mortgages, auto...SeniorWork experience placementLocal areaImmediate startRelocation
- A regional banking institution based in Lake Forest, California is seeking a Banking Relationship Specialist. You will be the first point of contact for customers, focusing on identification of their financial needs and cross-selling appropriate products. Candidates should...
- ...Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the... ...Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune...Full timeWork experience placementWork at officeImmediate start
- A dynamic technology company is seeking an experienced HR & Organizational Development Consultant who will partner with the CEO to enhance organizational structure and performance. This part-time advisory role requires over 15 years of leadership experience across various...SeniorPart time
$83.92k - $125.88k
Citigroup Inc. is seeking a Wealth Relationship Manager in Aliso Viejo, California to enhance relationships with affluent clients and provide tailored financial solutions. This full-time role demands strong analytical and financial skills, with responsibilities including...SeniorFull time- ...Merrill Wealth Management is a leading provider of comprehensive wealth management... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...pursue the life they envision through a personal relationship with their advisory team committed...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...time off and discounted banking services. Position Summary A Personal Banker is responsible for delivering an excellent experience to current... ...and commercial lending, treasury management and financial advisors. Maintains a strong working knowledge of consumer/business banking...Full timeWork at office
$50k - $150k
...As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of... ...for major milestones to preparing for the unexpected. Through personalized strategies, you’ll help clients work toward long‑term goals such...Full timeContract workFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs...Work at office$132.5k - $205k
...relationship-focused services to meet personal, business, and wealth-management financial objectives.... ...the position of a full-time Private Banker at our Irvine, CA Location.... ...individuals and families. As a trusted advisor, this position manages the clients' relationships...Full timeFlexible hours- ...Private Banker We are actively looking for exceptionally talented individuals who are... ...building, preserving and managing their wealth. You will use your knowledge of investments... .... Asset Management provides individuals, advisors and institutions with strategies and expertise...Temporary workWork experience placementLocal area
$77k - $214k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...complex situations, you are growing your personal brand, deepening technical expertise and... ...and increased efficiencies. As a Senior Associate you shall analyze complex problems...SeniorFull timeH1b- ...for a challenging and rewarding career the Associate Financial Advisor role at Edward Jones may be the right opportunity for you.... ..., problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency...Full timeTemporary workWork at officeLocal areaFlexible hours
$28.85 - $33.65 per hour
...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift$16.5 per hour
...Senior Home Lending Advisor, Orange County, CA Job Information Job Identification: 210605084 Job Category: Originations Business Unit: Consumer... ...providing training on products and services. Works together with bankers, meets with their customers and introduces new clients to...SeniorFull timeWork experience placementLocal areaImmediate startRelocationShift work- Edward Jones is seeking an Associate Financial Advisor in San Juan Capistrano, California. This role involves supporting clients and developing personalized investment strategies with a strong focus on relationship building and regulatory compliance. The ideal candidate...
$28.07 per hour
...Financial Aid Advisor Founded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked... ...Rewards In addition to the salary range listed below, we offer a wealth of benefits to make working at UCI even more rewarding. These...Hourly paySeasonal workWork at officeLocal areaNight shift- Citi is seeking a dedicated financial planning officer in Aliso Viejo, California, to cultivate and deepen relationships with affluent clients while providing comprehensive financial solutions. The ideal candidate should have 5-8 years of experience, exceptional analytical...SeniorFull time
$77k - $214k
...careers, now and in the future. As a Senior Associate, you'll work as part of a team... ...and reflection to develop self awareness, personal strengths and address development areas.... ...lead the way as technology-enabled tax advisors who provide significance through...SeniorFull timeH1bLocal area
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