Senior Wealth Relationship Advisor
$83.92k - $125.88kCiti Group
Citigroup Inc. is seeking a Wealth Relationship Manager in Temple City, California to drive client relationships and provide financial planning solutions. The role requires strong analytical and communication skills, as well as 5-8 years of relevant experience. Responsibilities include managing affluent and high net worth clients, ensuring compliance, and acquiring new clients through referrals. Candidates should have a Bachelor's degree and be bilingual in Mandarin and English is a plus. The role offers a full-time salary range of $83,920 to $125,880, along with competitive employee benefits. #J-18808-Ljbffr Citigroup Inc.
$164k - $250k
...Wealth Enhancement Group, LLC is seeking a VP Financial Advisor in Southern California. This pivotal role is key in helping clients achieve their financial goals... .... Responsibilities include managing client relationships, facilitating financial planning, and mentoring...Senior$22 - $24 per hour
...Pacific Oaks College & Children's School is seeking an Enrollment Counselor/Senior Enrollment Counselor to assist prospective students throughout the admissions process. This role will manage outreach, counseling on academic programs, and student engagement, ensuring...SeniorHourly pay- ...Job Title: Senior Financial Reporting Consultant Location: Rosemead, CA (Hybrid - Onsite Monday & Tuesday) Duration: 6 months Contract (Extension Possible) Schedule: Monday-Friday | 8:00 AM - 5:00 PM Position Summary ~ Seeking an experienced Business...SeniorContract workMonday to Friday
- ...Join the Clean Energy Revolution \u00a0 Become a Senior Advisor, Financial Analysis at Southern California Edison (SCE) and build a better tomorrow. In this job, you\u2019ll be responsible for performing research and analyses to support the effective utilization...SeniorTemporary workRemote work
- Edisonrefertalent is seeking a Senior Advisor, Financial Analysis to perform research and financial analyses to support optimal utilization of financial assets. This role involves developing investment recommendations, pricing strategies, and supporting the General Rate...SeniorRemote work
- East West Bank is seeking a Senior Relationship Banker in Arcadia, California, who will manage and enhance long-lasting relationships with customers. You will leverage banking technology and tools to provide high-quality banking experiences and achieve sales goals. The...Senior
$69k - $75k
East West Bank in Alhambra, California is seeking a Business Relationship Officer to manage customer relationships and drive business growth. You will achieve goals in various financial products while working with a world-class team. The ideal candidate will have a Bachelor...Senior- A financial institution in San Gabriel is seeking a Relationship Banker to open new accounts and provide exceptional customer service. The ideal candidate will have 1-2 years of cash handling and customer service experience. Responsibilities include cross-selling products...SeniorHourly payFull time
$110k - $135k
Cathay General Bancorp in El Monte, California is seeking a VP, Loan Review Officer. This role involves leading examinations of various credit portfolios and ensuring adherence to regulatory requirements. The ideal candidate will have a Bachelor’s degree and 5-7 years ...Senior- Southern California Edison is seeking a Senior Energy Trader in Rosemead, CA. The role involves leading the energy and natural gas trading program, executing compliance-driven financial transactions, and analyzing market conditions. Ideal candidates will have over 10 years...Senior
$70k - $90k
East West Bank is seeking a Construction Officer in El Monte, California. The role involves managing complex commercial construction projects and loans, including monitoring construction, setting up loans, and ensuring compliance with budgets. Ideal candidates should have...Senior- ...succeed and the autonomy to reach your goals. We are seeking a Senior Fund Accountant to join our Real Estate Systems Implementation... ...~ Contribute toward a team covering one or more client relationships ~ Assistin the preparation and review of financial statements...SeniorLocal area
- ...Join the Clean Energy Revolution Become a Senior Energy Trader at Southern California Edison (SCE) and build a better tomorrow. In... ...and customer meetings as required. Maintains long-term market relationships across multiple categories of customers including public and private...SeniorTemporary workRemote workRelocation
$50 - $60 per hour
...in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to...SeniorHourly payContract workFor contractorsWork experience placementRemote work- Job Description Job Description Report To: Head of Consumer Lending Department: Consumer Lending Exemption status: Exempt Following established policies and department procedures, responsible for processing mortgage loans. Provides support to Mortgage Loan...Senior
$27.02 - $39.18 per hour
SchoolsFirst FCU in Pico Rivera is hiring a Part-time Personal Banker (Member Service Representative III). This role focuses on delivering exceptional customer service, processing Memberships and loans, and managing transactions. Candidates should have a High School Diploma...SeniorHourly payPart time$50 - $60 per hour
...in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You’ll be able to choose which...SeniorHourly payContract workWork experience placementRemote workFlexible hours- ...MassMutual Pacific is seeking a Financial Advisor to cultivate client relationships and provide personalized investment solutions. With a culture focused on collaboration and service, this role offers unlimited compensation potential and comprehensive support. Ideal candidates...
- Lenox Advisors in Glendale, California, is seeking an experienced Financial Advisor to transition from transactional sales to holistic... ...model with internal specialists, and aims to deepen client relationships while increasing their earnings potential. At Lenox, advisors...Senior
$80k - $95k
...Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients... ...66) completed Related Skills: Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous...Work experience placement$105k
Talent Elite Group is seeking an experienced Senior Accountant for a large healthcare organization in Montebello, California. The position offers a salary of up to $105,000 plus benefits and opportunities for upward mobility. The ideal candidate will manage full-cycle...Senior$25 - $39.69 per hour
Position Overview The Senior Financial Counselor Representative (VHH) provides daily leadership support, including monitoring work... ...billing, and collection processes. Knowledge of third-party payer relationships and relevant state and federal health programs. Ability to...SeniorHourly payFull timeShift work$24 - $27 per hour
...to reach further. Overview Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class... ...: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires...Senior- East West Bank seeks a Senior Relationship Banker in South Pasadena to deliver a high-quality relationship banking experience. You will manage customer relationships and assist with their financial needs while achieving sales goals across various banking products. The successful...Senior
$25 - $39.69 per hour
...Senior Financial Counselor Representative (VHH) The Senior Financial Counselor Representative (VHH) provides daily leadership support... ...and collection process. Knowledge of third-party payer relationships as well as relevant state and federal health programs. Ability...SeniorHourly payFull timeWork experience placementLocal areaShift work- JPMorganChase is looking for a Private Client Advisor in Alhambra, California. The advisor will provide comprehensive financial planning and advice to clients, fostering strong relationships while delivering personalized investment solutions. Applicants should have at...
$20k - $100k
A financial services company seeks an Entry-Level Financial Advisor Trainee in San Gabriel, CA. The role requires bilingual skills in... ...an entrepreneurial spirit and a desire to build long-term relationships with clients. Compensation ranges from $20,000 to $100,000 based...Traineeship$25 - $28 per hour
...maintain frequent customer contact to expand relationships and ensure customer retention.... ...referrals as appropriate (e.g. Financial Advisors, Commercial Lenders). Proactively support... ...within 6 months of hire or designation as a Senior Relationship Banker. ~ May obtain (...SeniorFull timeFlexible hoursWeekend work$23.19 - $28.35 per hour
U.S. Bank is seeking Client Relationship Consultants in Arcadia, CA, to build strong client relationships and provide counsel based on banking needs. This position has multiple levels, requiring varying years of customer service and sales experience. The role involves...- A leading insurance brokerage firm located in Glendale, CA seeks an experienced financial consultant to guide clients and account teams in effectively managing health and benefits. Responsibilities include analyzing client data, providing underwriting services, and conducting...Senior
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