Top Tech Jobs & Startup Jobs in Los Angeles, CA

The Credit Advisor manages client relationships, drives loan growth, structures credit solutions, and collaborates with various partners to ensure a seamless client experience.

Lead and manage credit activities for UHNW clients in private wealth management; focus on growth through advisor engagement and lending opportunities.

This role involves originating loans for clients, providing advice on mortgage products, and managing client relationships while ensuring compliance with regulations.

The Senior Business Manager supports a Financial Advisor team by developing strategies, managing business plans and financials, overseeing operations, and ensuring client service execution. This role includes leadership responsibilities, execution of initiatives, and compliance with financial regulations.

The Wealth Management Client Associate supports Financial Advisors by providing client service, managing client relationships, and ensuring service excellence while advocating for clients' needs.

The role involves acquiring new clients, deepening relationships, and providing tailored financial solutions. Responsibilities include business development, client management, and ensuring client retention while adhering to SAFE Act registration.

The role provides client service support to Financial Advisors, ensuring timely responses to clients, fostering relationships, and aligning with bank policies.

Provide client service support to Financial Advisors, ensuring timely and accurate client servicing while promoting banking offerings. Customize solutions to meet client needs and support operational objectives.

Entry-level client associate in Merrill's Advisor Development Program providing client service support to multiple Financial Advisors, obtaining required securities licenses, managing client requests, promoting banking and investment solutions, supporting business growth, and progressing toward a Financial Advisor role through training and experiential milestones.

As a Financial Solutions Advisor Stage I, you'll obtain industry licenses, build client relationships, and work in a financial center, progressing through development stages.