Top Tech Jobs & Startup Jobs in Los Angeles, CA

The role involves acquiring and deepening client relationships, leading client management processes, and providing integrated financial services, including wealth management.

As a Financial Solutions Advisor I, you will obtain industry licenses and learn to manage client relationships and deliver financial solutions while providing client care. You will progress to advising clients based on their financial needs and goals after training.

As a Financial Solutions Advisor, you will obtain industry licenses, cultivate client relationships, and provide financial solutions tailored to client needs, progressing through development stages.

The Wealth Management Client Associate supports Financial Advisors by providing client service, managing client relationships, and ensuring compliance with banking policies.

Responsible for expanding client relationships, advising on financial needs, and managing complex credit opportunities for high-net-worth clients.

Originate loans for clients with residential mortgage needs, providing lending products and maintaining client relationships while adhering to regulatory requirements.

Responsible for originating residential mortgage loans, advising clients on financial products, managing relationships, and ensuring compliance with lending 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.

Provide comprehensive financial advice and solutions to clients, focusing on investment goals, risk management, and financial planning. Engage new clients and recommend banking strategies.

The role provides personalized financial advice to clients, builds relationships, and meets client needs while ensuring compliance with regulations.