Top Tech Jobs & Startup Jobs in Los Angeles, CA

Manage a portfolio of ~80-100 business clients (>$5M revenue), deepen relationships, drive deposit acquisition and cash management, identify and manage credit opportunities up to ~$15M, collaborate with branch and product specialists to onboard treasury solutions, provide tailored financial advice, pursue referrals to grow primary bank share, and ensure risk and regulatory compliance.

Leads community strategy and engagement for a defined territory, building partnerships with nonprofits, businesses, and local leaders. Plans and delivers financial education workshops, events, and outreach programs; manages engagement calendars, logistics, budgets, compliance, and outcome measurement. Collaborates across Chase business lines to connect clients and business owners with appropriate financial resources, strengthen relationships, and advance financial inclusion.

Build and manage a book of business while providing personalized investment solutions, comprehensive financial planning, and goals-based advice to individuals and families. Develop client relationships, acquire new clients, coordinate partner referrals, educate clients on digital investment tools, and provide broader financial coaching. The role requires strong financial market knowledge, integrity, relationship management, and active securities and insurance licenses.

Supports Private Client Advisors by handling account opening, money movement, trades, client requests, relationship reviews, performance reporting, lead generation, wealth-planning assistance, risk management, and compliance documentation. The role also resolves client issues, promotes firm services, tracks operational work, meets deadlines, and maintains strong client and team relationships.

Provides comprehensive financial planning, investment advice, and financial coaching to individuals and families. Builds and manages a book of business through client acquisition, relationship development, personalized investment solutions, and partner referrals. Educates clients on digital banking and investment tools while maintaining strong knowledge of financial markets, ethical standards, and goals-based planning.

Provides comprehensive financial planning, investment advice, and financial coaching to individuals and families. Builds and manages a client book of business through relationship development, client acquisition, personalized investment solutions, and partner referrals. Educates clients on investment technology and digital banking channels while maintaining strong knowledge of financial markets, ethical judgment, and a focus on client needs.

Provide comprehensive financial planning and investment advice to individuals and families. Build and manage a client book of business, acquire and retain relationships, deliver personalized investment solutions, educate clients on digital tools, and provide holistic financial coaching. The role requires active securities and insurance licenses, strong financial-market knowledge, relationship-building skills, and a focus on goals-based advice and client integrity.

Build and manage a book of business by providing personalized financial planning, investment advice, and holistic financial coaching to individuals and families. Develop client relationships, acquire new clients, coordinate partner referrals, educate clients on digital investment tools, and deliver goals-based advice while maintaining strong integrity and customer service.

Provides comprehensive financial planning and investment advice to individuals and families. Builds and manages a client book of business, develops personalized investment solutions, acquires and retains clients, provides financial coaching, and educates clients on digital investment tools. Requires active securities and insurance licenses, strong relationship management, financial market knowledge, and goals-based planning expertise.

Provides comprehensive financial planning and investment advice to individuals and families. Builds and manages a client book of business through acquisition, relationship development, personalized investment solutions, partner referrals, and goals-based planning. Educates clients on digital banking and investment tools while delivering holistic financial coaching, maintaining integrity, and supporting team and bank goals.