Wealth Management Credit Solutions Specialist
Bank of America
Bank of America is seeking a GWIM Credit Product Specialist in Los Angeles, CA. This role involves developing and supporting strategies to identify and deliver credit opportunities to financial advisors' clients. Responsibilities include establishing new credit relationships and expanding existing ones while ensuring clients are knowledgeable about GWIM credit solutions. The ideal candidate will have 3 years of experience in a related finance role and a bachelor's degree in finance or business administration. Strong skills in business development and client management are essential. #J-18808-Ljbffr Bank of America
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$85k - $120k
...Key responsibilitiesWe're looking for a Wealth Strategy Associate to:• Support Financial... ...and implementing customized wealth management strategies and financial plans for clients... ...management, lending, and legacy planning solutions tailored to each client's unique goals....SuggestedFull timeWork at officeFlexible hours$76k - $88k
...Position Overview Bernstein Private Wealth Management is a premier investment management... ...modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative... ...each client is supported by a team of specialists aligned with a shared sense of purpose...SuggestedFlexible hours- ...Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help... ...role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and...SuggestedLocal areaRemote work
$24k
Job Description - Wealth Management Associate - Retirement Benefits Group - CA, Los Angeles (5041) (230000II) Primary Location Organization... ...financial products and services, demonstrating how these solutions can be tailored to meet their unique needs Client Service and...SuggestedWork experience placementLocal areaRemote workFlexible hours$75k - $105k
...develop customized asset allocation strategies and investment solutions for clients provide support for client relationship building... ...employee of UBS About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide...Full timeTraineeshipWork experience placementFlexible hours- Equitable Advisors is recruiting for a Wealth Management Associate within the Retirement Benefits Group in Los Angeles, CA. You will engage... ...learn our retirement products, and help implement tailored solutions while working toward professional licensure. The program offers...
- ...comprehensive financial planning and investment management services to a diverse client base. Your... ..., retirement strategies, tax-efficient solutions, and investment recommendations.Prepare... ....Experience in financial services, wealth management, or related advisory/support...Temporary workFlexible hours
- ...CompanyOaktree is a leader among global investment managers specializing in alternative investments,... ...-controlled approach to investments in credit, equity, and real estate. The firm has... ...view on how to build durable analytical solutions.Responsibilities include:Build, extend,...Full timeFor contractorsLocal areaWorldwideFlexible hours
$89.59k - $197.46k
..., we deliver intelligent, data-driven solutions to help our clients navigate change and... ...currently seeking a Senior Associate, Credit Specialist to join our Audit practice.... ...efficiencies and process improvement to Managers and PartnersCoordinate the day-to-day...H1bLocal area$75k - $160k
Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor... ...employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save...Full timeTemporary workPart time$27 per hour
...: About Patelco Credit Union: Patelco Credit Union is a not-for-profit credit union... ...difference as a Personal Banker (Member Solutions Specialist) and elevate our members' experience... ...Advise our members in the areas of debt management, credit advancement, mortgages, and...Full timePart timeWork experience placementWork at officeFlexible hoursAfternoon shift$35 - $37 per hour
...often the barrier that keeps wealth from ever taking hold for low... ...As our Economic Empowerment Specialist, you’ll run three programs that do exactly that. You will manage the Utility Assistance Program... ...foster youth often miss out on credits they’re owed. And you will...Hourly payFull timeTemporary workWork at officeLocal areaImmediate startRemote work$68k - $120k
POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients,...Temporary workWork experience placementLocal areaWork visa- ...Associate, Wealth Management Los Angeles, CA Who We Are IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results...InternshipFlexible hours
$60k - $70k
Credit Administration Specialist Location: Confidential; specific location and work arrangement will be discussed with qualified candidates. Opportunity... ...function through loan administration, portfolio data management, and recurring management reporting. This opportunity...$28.71 - $35.44 per hour
...state. JR 5808 Leave of Absence Specialist Los Angeles, CA 90004 Salary: $28.... ...assistance, individualized case management, supportive services, interim housing,... ...outside the box, generating innovative solutions to problems or challenges. Critical...Hourly payPermanent employmentFull timeInterim roleWork at officeLocal areaWork visa- ...Technology Change Management & Communications Specialist 100% Onsite | Glendale, Arizona CornerStone Technology Talent Services is seeking an experienced... ...workplace initiatives, Microsoft 365, AI-enabled solutions, business applications, process transformation, or...Full time
- DRUM Associates is seeking a Private Wealth Associate to join our Los Angeles team. You will work directly with Wealth Advisors, supporting high-net-worth and ultra-high-net-worth clients while gaining exposure to wealth planning, portfolio analysis, and client service...
- ...about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement :Build and nurture client relationships through networking...Work experience placementWork at officeLocal areaFlexible hours
$120k - $135k
...LLC in Los Angeles, California. Leverage prior background and experiences to build an advisory business. Create comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. Work...- Equitable Advisors is recruiting for a wealth management role based in Los Angeles, requiring in-office presence. You will build strong client relationships, develop financial strategies, and consult on products and services tailored to client needs. The position emphasizes...Work at office
- Morgan Stanley in Santa Monica is seeking a Senior Service Associate to support Financial Advisors and Private Wealth Advisors, focusing on client service, reports, and marketing activities. The role emphasizes building trusted client relationships and helping execute...
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- Bernstein Private Wealth Management, part of AllianceBernstein, seeks Associates to support client service for high-net-worth clients and collaborate with Financial Advisors to deliver portfolio analysis, asset allocation recommendations, and wealth planning insights. Training...
- Equitable Advisors is seeking a Wealth Management professional to build client relationships, develop tailored financial strategies, and discuss suitable products and services. The role requires in-office presence and licensing through FINRA sponsorship during training....Work at office
$60k - $125k
The Goldman Sachs Group is seeking a Wealth Management Professional in Los Angeles, California. This role requires a Bachelor's degree and 1-3 years of client service experience. You will manage relationships with ultra-high net worth clients, oversee asset management,...$115k - $140k
Oaktree is a leader among global investment managers specializing in alternative investments,... ...-controlled approach to investments in credit, equity, and real estate. The firm has... ...and implementing scalable solutions that support the combined organization’s...For contractorsLocal areaWorldwideFlexible hours- ...Energy RevolutionBecome a Sourcing Senior Specialist at Southern California Edison (SCE) and... ...and suppliers to deliver procurement solutions that drive value, innovation,... ...services, civil construction, vegetation management, transmission and substation construction...Contract workRemote workRelocation
$104.8k - $128k
...excellence in stakeholder collaboration, vendor management, and sourcing innovation. We work... ....We are seeking a Senior Sourcing Specialist with deep expertise in StrategicSourcing... ...priorities and deliver tailored sourcing solutions.Develop and maintain strategic vendor...Contract work
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