Wealth & Relationship Advisor for Affluent Clients
Aumni
JPMorgan Chase & Co. in Torrance, CA seeks a Private Client Banker in Branch Banking to manage affluent clients’ complete banking relationships and drive growth through proactive advisory services. You will collaborate with specialists to connect clients to experts and promote self-service options, while maintaining strict adherence to regulatory requirements and internal policies. The role requires weekend/evening hours and a strong commitment to compliance and customer service. #J-18808-Ljbffr Aumni
- ...America in Hawthorne, CA, seeks a customer-focused banker to greet clients and guide them through self-service options. The role... ...accurate cash handling, client education, and building lasting relationships with customers. You will process transactions, identify client...SuggestedShift workWeekend work
- ...Private Client Banker In Branch Banking You have a passion... ...valued by building lasting relationships, doing the right thing, exceeding... ...a select group of Chase's affluent clients as well as other customers... ...Specialists (Private Client Advisors, Mortgage Bankers and...SuggestedImmediate startAfternoon shift
- JPMorgan Chase & Co. in California is seeking a Private Client Banker to manage affluent clients within a Branch Banking team. You will drive growth by acquiring new clients, deepening relationships, and coordinating with specialists to meet sophisticated financial needs...SuggestedAfternoon shift
- JPMorganChase in California seeks a Private Client Banker in Branch Banking to serve as the main contact for affluent clients and manage their complete banking relationships. You will proactively grow... ...collaborate with Private Client Advisors, Mortgage Bankers, and...Suggested
- Chase is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality and financial technology solutions. You will lead in acquiring, managing, and retaining client relationships, offering thoughtful solutions to address financial needs and improve...Suggested
- Bank of America in California seeks a Customer Service Associate to engage clients in the lobby, educate on self-service banking, and accurately process cash transactions. You will build relationships, assess client needs, and connect them to banking solutions that fit...Work at officeWeekend work
- JPMorgan Chase in California seeks a Relationship Banker in a Chase Branch to represent our brand with hospitality, using the latest banking solutions and fintech to help clients manage their finances. You will acquire, manage, and retain meaningful relationships, tailor...Afternoon shift
$169.38k - $207.02k
...retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals... ...financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...Full timeWork experience placementLocal area$50k - $200k
...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of... ...service to an assigned number of existing clients, as well as assisting in developing... ...5 or equivalent Minimum 2 years of relationship management/sales experience with a...Temporary workWork at officeImmediate startFlexible hours- ...is seeking a Teller to serve as the first point of contact for clients at our Redondo Beach, CA location. You will perform teller... ...Breakthrough Client Service Standards while building lasting client relationships. You will work onsite, with opportunities to grow through...
- 49 Financial in Los Angeles, El Segundo is seeking motivated college graduates to join our team as Financial Advisors focused on client acquisition and long-term service. You will build a book of business through networking and referrals, present compelling financial solutions...
- Bank of America is hiring for a Financial Advisor role in an in-office setting. Build comprehensive financial plans using brokerage products... ..., and funds, while recommending banking solutions aligned to client goals. You will triage requests, refer to specialists, and...Work at office
- Bank of America is seeking a Financial Solutions Advisor Stage I in South Gate, CA, to start with essential licensing (SIE, Series 7, 66) and build client relationships through comprehensive financial guidance. You will begin in a financial center, delivering advisory services...Work at office
- JPMorganChase in Carson, CA is seeking a Relationship Banker to deliver exceptional, client-centric service and build lasting relationships. You will leverage Chase solutions to meet financial needs and drive branch success, while partnering with specialists for complex...Weekend workAfternoon shift
- Bank of America is seeking a client-focused Teller to assist customers in the lobby, educate on self-service options, and process cash transactions accurately. This role emphasizes building relationships and delivering superior service to help clients meet their financial...Relocation
- JPMorganChase in the United States is seeking a Relationship Banker to join a branch team. You will represent our brand with hospitality, apply banking solutions, and help clients achieve their financial goals. You will acquire, manage, and retain relationships by listening...Weekend work
$20 - $26 per hour
...administrative duties and provide support to the Financial Consultant of Wealth Management. Responsibilities Answering general queries... ..., travel arrangements)Assist Financial Consultant with client paperwork’s, compiling information for reports, printing and scanning...Full timeWork at office- ...United States seeks a service-oriented team member to assist clients in the lobby, educating and guiding them through self-service... ...financial goals. The role emphasizes handling cash, building relationships, and coordinating with specialists in lending and investments....Weekend work
$140k - $160k
...Position Summary: The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs...Local areaFlexible hours$70k - $80k
Bank of America is seeking a dedicated financial advisor in Manhattan Beach to provide comprehensive financial advice tailored to clients' needs. Responsibilities include creating financial plans, recommending brokerage products, and triaging client leads for optimal service...$30 - $37 per hour
...stage of your career. Try new things learn new skills and discover what you excel atall from Day One. Job Description Client Relationship Consultants build relationships with customers engaging them via multiple channels including in-person by appointment and...Full timeContract workTemporary workLocal area$70k - $80k
...Torrance is seeking a detail-oriented financial advisor responsible for providing customized solutions to clients. The role involves triaging client leads,... ...industry, hold necessary licenses, and possess strong relationship management skills. The job offers a pay range...$70k - $80k
Bank of America is seeking a Financial Advisor in Redondo Beach, CA, responsible for providing clients with comprehensive financial advice and customized solutions... ..., recommending products, and managing client relationships effectively. Candidates should possess Series 7...$75k - $90k
...Manhattan Beach, CA. The ideal Fund Accountant possesses the competence and expertise necessary to skillfully navigate client, third-party, and internal relationships and provide close support to the Managing Director of Finance. Our core values both define and distinguish...Work at office$20 per hour
...From marketing and insurance to billing and technology, we take care of the administrative work so you can focus fully on helping clients heal and thrive . As a Rula therapist, you’ll have true schedule autonomy and the backing of a team dedicated to raising the...Live inWork at officeRemote work$27.22 - $33.26 per hour
...Relationship Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and... ...where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers...Temporary work- ...customers and prospects, identify opportunities, and collaborate with branch teams and partners to strengthen loyalty and grow relationships. The role emphasizes advice on everyday banking, lending, investments, and digital/self-serve options, while maintaining risk controls...
$50k - $100k
...self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options... ...by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues...Contract workPart timeLocal areaImmediate startDay shift- ...compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial... ...lock-in; analyze and offer mortgage loan products based on client needs Review and analyze low to moderately complex financial...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$20.87 - $28 per hour
...provide all training!). Ability to consistently travel between client sites within a 30-40-minute radius using reliable... ...recognize and build on their unique abilities, fostering positive relationships and skills that translate across home, school, and community settings...Hourly payWork at officeLocal area
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