Top Tech Jobs & Startup Jobs in Los Angeles, CA

Provide client service support to Financial Advisors by serving as primary client contact, delivering timely and accurate client materials, promoting banking and investment offerings, ensuring compliance with policies, resolving client requests, and supporting day-to-day team activities and coverage needs.

Serve as a treasury product expert for middle-market technology clients, driving revenue and product penetration across a portfolio. Advise on global liquidity, payments, FX, and digital treasury solutions; lead client presentations, pricing/negotiation, RFP responses, and collaborate with relationship managers and internal partners. Coach analysts and support implementation to deliver profitable, compliant treasury solutions.

This role provides financial advice and customized solutions, collaborates with clients to build financial plans, and refers clients to business partners based on needs.

Develop and grow a book of high-net-worth clients by identifying needs, recommending suitable investment products, prospecting and networking, collaborating with specialists, documenting interactions in Salesforce, completing required training, and meeting performance and compliance requirements.

Provide client service support to Financial Advisors by addressing client needs, ensuring accurate client materials, promoting banking offerings, maintaining compliance, and supporting team activities to deepen client relationships and operational excellence.

Provide comprehensive financial advice and customized investment and banking solutions. Triage leads, refer clients to internal partners, build financial plans, recommend brokerage products, meet sales goals, and complete required licenses and SAFE Act registration.

Provide comprehensive financial advice and customized solutions to clients: triage leads, build financial plans, recommend brokerage and banking products, make referrals to internal partners, meet sales goals, and complete required licensing and SAFE Act registration while managing risk and client relationships.

Provide comprehensive financial advice and customized investment solutions to clients. Triage leads, build financial plans using brokerage products, refer to internal partners, mitigate risk, and identify new clients. Must obtain and maintain required licenses and complete trainings (including SAFE Act registration).

As a Financial Advisor in the Merrill Advisor Development Program, you will develop client relationships, review financial goals, and recommend investment strategies while collaborating with advisory teams to grow your business.

Provide personalized investment and banking advice, triage client leads, build financial plans and recommend brokerage products. Refer clients to internal partners by asset thresholds, coach referral partners, mitigate risk in daily activities, pursue required licenses/trainings (including SAFE Act), and identify new client opportunities.