Top Tech Jobs & Startup Jobs in Los Angeles, CA

Provide comprehensive financial advice and customized investment solutions. Triage client leads, build financial plans using brokerage products, refer clients to internal partners, meet sales goals, complete required licenses/training (including SAFE Act), and mitigate risk while delivering strong client relationships and coaching referral partners.

The role involves acquiring new clients, managing relationships, and ensuring client retention while delivering a branded client experience in private banking services.

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, build financial plans, recommend brokerage products, refer clients to internal partners, mitigate risk, and identify new clients. Complete required licenses and trainings, including SAFE Act registration for mortgage origination duties.

Join Merrill's Advisor Development Program to build a book of business, source and service high-net-worth clients, recommend suitable investment products, collaborate with specialists and advisor teams, complete required training and compliance (SAFE Act), and document client interactions in Salesforce. Role emphasizes prospecting, relationship-building, and meeting performance targets.

Provide comprehensive financial advice and customized solutions to clients, build financial plans, make referrals, and review investment goals.

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

Supports regional loan syndications by performing financial and statistical analysis, researching transactions, maintaining comparative data, preparing client materials and business updates, and assisting with lender meetings and loan closings. Works under senior associates while executing complex product transactions and supporting Commercial Banking clients. Requires knowledge of financial statements, covenants, credit agreements, and financial modeling, along with Series 79 and 63 licensing.

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

The Credit Officer develops and supports credit opportunities for wealth management clients by collaborating with Financial Advisors and ensuring delivery of suitable credit solutions while managing risks and fostering relationships.

Manage a portfolio of middle-market clients to retain and grow treasury revenue, deepen product penetration, coordinate RFPs and fulfillment, deliver integrated cash management solutions, produce data-driven client insights, handle pricing/billing, and resolve escalations while partnering with internal teams to drive profitability.