Investment Associate — Client Care & Growth
RBC Capital Markets, LLC
RBC Capital Markets, LLC is seeking a Registered Client Associate/Investment Associate to serve clients and advisors. The role requires strong communication skills and attention to detail, as well as the ability to manage account inquiries. You will maintain client confidentiality and facilitate account processes while adhering to compliance standards. The position offers a comprehensive Total Rewards Program, including competitive compensation and opportunities for progression in a supportive environment. #J-18808-Ljbffr RBC Capital Markets, LLC
- ...sales assistance and customer relationship management. The role focuses on building loyalty and driving sales to individual consumer clients. Key responsibilities include managing credit requests, enhancing client experiences through effective communication, and ensuring...Suggested
$49.5k - $77k
...serving financial advisors and our clients. As a Registered Client Associate/Investment Associate, become a trusted... ...thrive and communities prosper. We care about each other, reaching our... ...perspectives is core to our continued growth as one of the largest and most...SuggestedFull timeFlexible hours$49.5k - $77k
...serving financial advisors and our clients. As a Registered Client Associate/Investment Associate, become a trusted... ...thrive and communities prosper. We care about each other, reaching our potential... ...is core to our continued growth as one of the largest and most successful...SuggestedFull timeFlexible hours- Columbia Bank seeks a Personal Banker in El Segundo, CA, responsible for providing exceptional client experiences and expanding client relationships. Candidates should have a high school diploma and preferably 1 year of banking experience. The position offers a competitive...Suggested
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed... ...disciplined approach to generate growth in their balances. You will help... ..., mortgages, auto financing, investment advice, small business loans and...SuggestedImmediate startAfternoon shift
- At J.P. Morgan Chase, we are committed to helping our clients, taking care of our employees, building relationships, and delivering extraordinary... ...to diversity and inclusion. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client...
- ...we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...and inclusion. Using a broad investment product and thought leadership platform... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you...
- ...we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...and inclusion. Using a broad investment product and thought leadership platform... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you...
- .... This role offers the opportunity to work with high-net-worth clients while being part of a firm that prioritizes client interests and... ..., and the chance for equity participation in the firm's growth. Ideal candidates will have a portable client practice and a strong...
- ...Wealth Advisor to provide personalized investment advice and strategies. This role requires... ...in financial advisory, fostering strong client relationships and delivering exceptional... ...along with a commitment to professional growth. The position offers a conducive work environment...
$75k - $80k
Thrivent Financial is looking for an Associate Financial Advisor to join the South Bay Wealth Advisors team in Redondo Beach, CA. This role involves collaboration with clients and Lead Advisors on investment planning and ongoing relationship management. The ideal candidate...- ...to join their Los Angeles office and manage a book of high-net-worth clients. This position requires a minimum of 5 years of experience and a CFP designation. The role focuses on driving revenue growth, building client relationships, and providing exceptional financial...Work at office
$49.5k - $77k
...part of our branch serving financial advisors and our clients. As a Registered Client Associate/Investment Associate, become a trusted resource to our clients,... ...help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference...Full timeFlexible hours$49.5k - $77k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate / Investment Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...Full timeFlexible hours$72k - $95k
...Senior Investment Advisor Associate (Client Service) Kayne Anderson Rudnick, headquartered in Los Angeles,... ...This client-facing role supports a growth-oriented advisory practice by delivering... ...Accounts including Dependent Care ~ Wellness Program ~ Tuition Reimbursement...Permanent employmentWork at officeVisa sponsorshipFree visaFlexible hours$26 - $29 per hour
...Branch Relationship Banker in Santa Monica, CA. The role focuses on providing excellent customer service and full-service banking to clients. Responsibilities include resolving client concerns, establishing relationships, and processing transactions. Qualifications...Hourly pay- ...Manhattan Beach, California, is looking for candidates to join their team as Financial Representatives. The role emphasizes educating clients on financial planning and building lasting relationships. Ideal candidates should possess strong communication skills and a goal-...Remote jobWork from homeFlexible hours
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to enhance client relationships and deliver specialized financial advisory... ...offers a competitive benefits package and supports professional growth through meaningful work in a trusted environment. #J-18808-Ljbffr...
$152.61k - $192.07k
...have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity.... ...CCO) vision for exceptional credit quality, strategic growth, and operational efficiency. The Credit Manager actively...$28.85 - $33.65 per hour
...licenses while receiving training in foundational advisory skills. Responsibilities include managing client relationships and recommending Bank of America's banking and investment solutions. The position requires strong communication skills, discipline, and the ability to...Hourly pay- ...player is seeking a Wealth Foundations Advisor to join their expanding team in Los Angeles. This role involves taking ownership of client relationships and delivering tailored financial strategies to high-net-worth families. You'll leverage best-in-class tools and industry...
$125k - $150k
Cerity Partners LLC is seeking a Wealth Advisor in Los Angeles to manage client relationships and develop personalized wealth planning strategies. This full-time hybrid role requires a Bachelor’s degree and a minimum of 5 years' industry experience. You will lead client...Full timeFlexible hours- ...financial services company is seeking a Senior Wealth Advisor in Los Angeles, responsible for managing a portfolio of high net worth clients and providing tailored financial strategies. Candidates should have over 10 years of experience in the financial services industry...Full time
- ...Advisor Stage I in Los Angeles, California. The role involves securing necessary securities licenses and providing bank and investment solutions to clients. Successful candidates will progress to more advanced roles while receiving support for professional development...
$150k - $200k
A leading investment advisory firm in Los Angeles is seeking an experienced Wealth Advisor to provide sophisticated financial planning and... ...50,000-$200,000. Candidates should have a strong background in client relationship management and a solid compliance record. Join a...$45k - $100k
...applicants. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential,... ...months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm...Flexible hours$60k - $120k
EP Wealth Advisors in Los Angeles is seeking a Wealth Advisor to deliver comprehensive services to clients and assist in business development through inbound leads. You will work with a collaborative team focused on client satisfaction and integrity. The ideal candidate...Flexible hours- ...seeking a Wealth Advisor, Vice President to join our Los Angeles office. This position involves managing a book of high-net-worth clients without sourcing new clients, leveraging leads developed by the firm. The ideal candidate will have at least 5 years of experience,...Work at office
$90k - $110k
Bookman Consulting is seeking an Investment Operations Associate for a hybrid role based in West LA or Calabasas. This position requires excellent... ...offers the chance to service a portfolio, interact with clients, and analyze investment strategies. The ideal candidate has...- ...Conduct accounting services for assigned clients and complex funds, including determining... ...company better and enables employees’ growth and success. As a leading global financial... ...we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting...Work experience placementWorldwide
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