Top Tech Jobs & Startup Jobs in Los Angeles, CA

Provide holistic financial planning and advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, educate clients on digital tools, and coordinate advised investment solutions and partner referrals.

Provide comprehensive financial planning and goals-based advice to individuals and families; build a book of business through client acquisition and relationship management; deliver personalized investment solutions and referrals; educate clients on digital channels; collaborate with partners to meet clients’ broader financial needs while maintaining regulatory and ethical standards.

Provide comprehensive financial planning and relationship-focused advice to individuals and families, build a book of business, acquire and retain clients, coordinate referrals and partner solutions, educate clients on digital tools, and deliver goals-based investment and holistic financial coaching.

Provide holistic financial planning to affluent and high-net-worth clients using J.P. Morgan Wealth Plan software. Collaborate with integrated teams to create and present customized plans covering asset allocation, retirement, trusts & estates, tax, insurance, philanthropy, college savings, and cash flow. Educate teams, cultivate referral relationships with advisors, develop business opportunities, and travel among regional offices as needed.

Provide comprehensive financial planning and goals-based advice to individuals and families, build and manage client relationships, acquire new clients, coordinate with partners, educate clients on digital tools, and deliver personalized investment and insurance solutions while upholding regulatory and ethical standards.

Provide comprehensive financial planning and personalized investment advice to individuals and families. Build and manage a book of business through client acquisition and relationship management, collaborate with partners for referrals, educate clients on digital tools, and maintain required securities and insurance licenses while delivering goal-based planning and exceptional customer service.

Manage a portfolio of ~100-130 small business clients, provide deposit, cash management and lending solutions up to ~$500k, build relationships through in-person outreach, collaborate with internal specialists, and follow risk management and regulatory protocols to ensure client satisfaction and portfolio profitability.

Provide comprehensive financial planning and advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, deliver personalized investment solutions, educate clients on digital tools, coordinate Chase partner referrals, and maintain required FINRA and insurance licenses.

Provide comprehensive, goals-based financial planning and investment advice to individuals and families. Build and manage client relationships, acquire new clients, coordinate with Chase partners, and educate clients on digital tools while maintaining regulatory compliance and required securities and insurance licenses.

Provide comprehensive financial planning and advice to individuals and families; build and manage a book of business; deliver personalized investment solutions and holistic financial coaching; acquire and deepen client relationships; promote digital tools and partner referrals while maintaining regulatory and licensing compliance.