Top Tech Jobs & Startup Jobs in Los Angeles, CA

Provides client service support to multiple Financial Advisors, serving as a primary contact for client needs. Responsibilities include preparing accurate materials, fulfilling requests, educating clients about banking and investment offerings, maintaining relationships, supporting policy compliance and risk management, and assisting with daily team operations. The role requires strong communication, organization, client focus, adaptability, and proficiency with Microsoft Office and Salesforce.

Entry-level financial advisory role combining structured licensing training with client relationship development, financial needs assessment, investment and banking solution recommendations, portfolio growth, referrals, and client presentations. The candidate must obtain SIE, Series 7, and Series 66 licenses within specified deadlines, collaborate with banking partners, and work a Monday-Friday schedule with rotating Saturdays in an office-based financial center environment.

Entry-level Financial Solutions Advisor trainee who earns SIE, Series 7, and Series 66 licenses through structured training, then advises banking, small-business, and high-net-worth clients. Responsibilities include building client relationships, identifying needs, recommending banking and investment solutions, conducting client reviews, managing referrals and pipelines, and collaborating with banking and investment partners. The role requires SAFE Act registration, client-focused communication, time management, adaptability, and a results-driven approach.

Build and manage client relationships while identifying financial needs and recommending banking and investment solutions. Complete training and obtain SIE, Series 7, and Series 66 licenses within required timelines. Provide comprehensive financial advice, conduct client reviews, develop referrals, collaborate with banking and investment partners, and support clients in achieving financial goals. The role involves in-office work, rotating Saturdays, and SAFE Act registration.

Supports commercial banking clients through financial and market analysis, industry research, financial modeling, pitchbook and relationship review preparation, and transaction execution. Collaborates with relationship managers, market executives, product specialists, and deal teams to develop client solutions, assess financial conditions, support credit and treasury processes, monitor client activity, and identify business opportunities.

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

Provide high-touch wealth advisory and client coverage for corporate executives, leading the Client Management Process to deepen relationships. Deliver integrated recommendations across banking, credit, asset management and wealth structuring, coordinate enterprise partners, promote digital capabilities, and advocate for clients as a trusted advisor. May require SAFE Act registration for residential mortgage origination.

Leads Merrill’s market-level client service and wealth management banking strategy. Manages Wealth Management Client Associates, operations staff, and branch operations; drives growth, digital-first service, regulatory compliance, risk management, audits, client account approvals, expenses, referrals, and service excellence. Partners with market leadership, advisors, and home office teams while recruiting, coaching, developing, and supervising staff.

Provides personalized financial guidance to clients by developing financial plans, recommending banking and investment products, managing referrals, identifying prospects, and meeting sales goals. The role requires investment licensing, regulatory compliance, risk management, client relationship development, and completion of required training. Employees work Monday through Friday with some Saturdays and may initially operate in a phone-based capacity before transitioning to a financial center.

Provides personalized financial guidance by assessing client goals, creating financial plans, recommending banking and investment products, and making referrals to internal partners. Builds client relationships, identifies prospects, manages leads, supports sales goals, mitigates risk, and completes required licensing and training. The role requires Series 7 and Series 66 licenses, or equivalent Series 63 and 65 licenses, and involves SAFE Act registration.