Investment manager jobs in Palmdale, CA

Job Description At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared...

 ...Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and...  ...generation programs Provide comprehensive financial planning and investment management advice to clients Collaborate with our product... 

A Long-standing, reputable name in the banking industry, is seeking a Portfolio Manager. This bank prides itself on its strong ties in the community, top credit culture, and strategic growth, year over year! This individual implements all aspects of lending services... 

 ...financial goal by creating a tailored written financial plan including but not limited to financial protection, life insurance, security investments, retirement planning, retirement distribution, estate planning, business planning and or employee benefits. You will meet... 

 ...individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering...  ...partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls... 

 ...compensation will be determined based on experience and other factors permitted by law.) Summary: Under direct supervision of the program manager, assist assigned program participants in obtaining financial services and in managing their financial resources based on the... 

 ...clients to identify financial needs and offer the appropriate investment products offered through Logix Financial Services. Also responsible...  ....   • Adheres to the member experience as defined by management.   • Works closely with other credit union... 

Private Wealth Management Para-planner We are seeking an organized and detail-oriented para-planner to join a growing private wealth...  ...closely with financial advisors to prepare financial plans, develop investment proposals, and ensure adherence to compliance procedures.... 

 ...Company Community-based organization preventing food waste & supporting local communities Industry Non-Profit Organization Management Type Non Profit Employees 11-50 About the Role The Company is seeking a Chair of Trustees to lead the...