Top Tech Jobs & Startup Jobs in Los Angeles, CA

The Wealth Management Specialist is responsible for developing client relationships, coordinating support, and ensuring client satisfaction through effective communication and service management.

The role involves providing financial advice, creating financial plans, recommending products, and managing client relationships to meet their financial goals.

The role involves providing customized financial advice, triaging client leads, building financial plans, and recommending investment products while ensuring compliance with the SAFE Act regulations.

The role involves resolving research and adjustment inquiries, maintaining compliance with regulations, managing financial controls, and providing training for associates.

Responsible for managing consumer mortgage referrals for Low to Moderate Income clients, facilitating loan processes, and conducting home buyer education. Connects with partners to originate transactions and develops relationships for new lending opportunities.

The Credit Officer II provides expert advisory guidance in complex debt capital solutions for commercial banking clients, manages credit exposures, and collaborates on credit structuring and compliance.

Responsible for resolving client requests through calls, chats, or emails, providing accurate account maintenance and ensuring a great client experience.

Merrill seeks experienced Financial Advisors to deliver comprehensive wealth management, maintain client relationships, and drive growth goals for clients.

The GWIM Credit Product Specialist develops and supports strategies for delivering credit solutions to wealth management clients, focusing on relationship building and profitability analysis.

As a Financial Solutions Advisor, you'll help clients with their financial needs by obtaining necessary licenses and providing tailored solutions while developing client relationships.