Wealth Advisor: Private Client Specialist
JPMorgan Chase & Co.
JPMorgan Chase & Co. in Glendale, California is seeking a Private Client Advisor to deliver personalized investment solutions and provide comprehensive financial planning. The ideal candidate will have at least 2 years of experience in a Financial Advisor role, strong relationship management skills, and the necessary licenses including Series 7 and 66. The position emphasizes educational support for clients, integration with key partners, and maintaining integrity in client interactions. A Bachelor’s degree and CFP certification are preferred. #J-18808-Ljbffr JPMorgan Chase & Co.
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...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends... ...investment services to an Ultra high Net Worth client base in the United States. Manage... ...develop financial strategies with the Private Bankers. Conduct sophisticated economic...Private clientFull timeWork at office- JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients in Los Angeles. Candidates should have at least 2 years of financial advisory experience, a valid Series 7 and other required licenses. Responsibilities...Private client
- ...Citi Wealth - Lending Advisor - Vice President Working at Citi is far more than just... ...strategically integrated into our client's broader Wealth Management... ...as a regionally aligned lending specialist supporting the Citigold and Citi Private Client (CGCPC) segments. Lending...Private client
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...motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a... ...to work closely with a team of senior wealth management professionals in delivering... ...investment advisory, family office, or private banking serving UHNW clients. Strong understanding...Private clientWork at officeLocal area- ...Product Specialist The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth... ...and engage with other advisors on client engagement efforts. This... ...partnership with wealth advisors and private client bankers, you will uncover...Private client
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BDO USA, LLP is seeking a Tax Manager for its Private Client Services in Glendale, California. The role involves managing tax compliance and consulting for high net-worth clients, training associates, and effective communication skills are crucial. With five or more years...Private client$136k - $165k
...USA, LLP is seeking a Tax Experienced Manager in Glendale, CA, to provide tax compliance and consulting services to high net-worth clients. The ideal candidate will possess a Bachelor's degree, a CPA credential, and have six or more years of related experience. Responsibilities...Private client- JPMorgan Chase & Co. is actively seeking a Private Banker to provide exceptional client experience within its U.S. Private Bank. Applicants should have at... ...obtain them. This role involves advising clients on wealth management and generating new business while collaborating...Private client
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...of America in Los Angeles seeks a skilled professional to lead client management, identifying business development opportunities and... ...relationships. Candidates should have over 12 years of experience in private banking and be able to demonstrate strong interpersonal and...Private client- ...Our client, a rapidly growing and well-established multi-family office, is seeking... ...Worth Individuals and Families. This Private Client Advisor will play a pivotal role in expanding... ...experience. • Minimum of 5 years in general Wealth Advisory and Portfolio Management,...Private clientWork at officeLocal area
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...advisory firm, we specialize in helping our clients navigate the complex landscape of... ...talk about you! As a Client Advisor you’ll be an ambassador for H&P by... ...in investment, insurance, real state, private banking, or wealth management. ~ Knowledge and...Private clientWork at officeFlexible hours$100k - $110k
...Job Description Private Client Legal Assistant (Trusts & Estates) Location Los Angeles, CA (Hybrid - 3 days onsite, subject to... ...filings, and asset documentation Coordinate with external advisors (CPAs, financial advisors, banks) Maintain accurate...Private clientWork at office$100k - $275k
A major financial institution seeks an experienced professional for a position focused on client management and business development. The candidate will lead efforts to identify new business opportunities and provide integrated financial recommendations. Minimum requirements...Private client- JPMorgan Chase & Co. is looking for a Private Client Advisor in San Gabriel, California, to provide financial planning and tailored investment solutions to clients. You will contribute to relationship management while ensuring compliance with industry standards, including...Private client
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