Jobs
>
Los Angeles

    Relationship Advisor - Los Angeles, United States - VeeAR Projects Inc.

    VeeAR Projects Inc.
    VeeAR Projects Inc. Los Angeles, United States

    3 weeks ago

    Default job background
    Banking / Loans
    Description

    Job Title: - Relationship Advisor

    Job location: - Los Angeles – CA, SF Bay - CA, Salt Lake - UT or Boston, MA

    Workplace type: Hybrid

    Employment type: - 12+ Months Contract

    Job Description: -

    • The Private Bank Relationship Advisor assists our client-facing team members by gathering and screening account documentation for deposits, trusts, and/or loans as part of the onboarding process.
    • They also provide daily service support and troubleshooting, including but not limited to responding to client requests for account maintenance, gathering/tracking of client documentation, processing requests for money movement and timely follow-up on a wide variety of internal/external client requests.
    • The Private Bank Relationship Advisor is a critical member of the service and support team to ensure we fulfill the financial needs of our Private Bank clients.
  • ATR International

    Relationship Advisor

    1 week ago

    ATR International Los Angeles, United States

    Job Description: · We are seeking a Relationship Advisor for a very important client.Responsibilities:The Private Bank Relationship Advisor assists our client facing team members by gathering and screening account documentation for deposits, trusts, and/or loans as part of the o ...

  • TalentBurst

    Business Banking Relationship Advisor

    4 weeks ago

    TalentBurst Los Angeles, United States

    Business Banking Relationship Advisor · Start Date: 6/3/24 · Duration: 6-month contract · Location: Mostly remote - Los Angeles, CA 90017 / San Francisco, CA 94111 / Salt Lake City, UT 84121 / Boston, MA onsite once a month) · ** This position requires after hours, weekend and ...

  • Northern Trust

    Banking Relationship Advisor

    4 weeks ago

    Northern Trust Pasadena, United States

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most suc ...

  • Northern Trust Corp.

    Relationship Advisor

    3 weeks ago

    Northern Trust Corp. Pasadena, United States

    About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...

  • City National Bank

    Relationship Advisor Senior Asset Based Lending

    3 weeks ago

    City National Bank Los Angeles, United States

    RELATIONSHIP ADVISOR SENIOR - ASSET BASED LENDING -Hybrid work schedule: NYC, NY., Los Angeles, CA., Charlotte, NC. · WHAT IS THE OPPORTUNITY? · Serves as a Subject Matter Expert ("SME") for Asset Based Lending ("ABL") transactions within CNB. Collaborates with Relationship Mana ...

  • City National Bank

    Relationship Advisor Senior Asset Based Lending

    6 days ago

    City National Bank Los Angeles, United States Full time

    RELATIONSHIP ADVISOR SENIOR - ASSET BASED LENDING - Hybrid work schedule: NYC, NY., Los Angeles, CA., Charlotte, NC. · WHAT IS THE OPPORTUNITY? · Serves as a Subject Matter Expert ("SME") for Asset Based Lending ("ABL") transactions within CNB. Collaborates with Relationship Ma ...

  • Northern Trust

    Banking Relationship Advisor

    3 days ago

    Northern Trust Pasadena, CA, United States

    About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful ...

  • Bank of America

    GWIM Credit Executive

    1 week ago

    Bank of America Los Angeles, United States Full time

    Description · The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credi ...

  • TIAA

    Advisor Consultant

    2 weeks ago

    TIAA Los Angeles, United States Full time

    The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions. The Advisor Consultant will work within US Wealth Advisory Services team to drive sales in their defined territory across all products offer ...

  • Mission Creek Capital Partners Inc

    Financial Advisor

    2 weeks ago

    Mission Creek Capital Partners Inc Los Angeles, United States

    Company DescriptionWe are an independent registered investment advisor (RIA) firm in the San Francisco Bay Area. We provide specialized investment management strategies and solutions for a range of clients, including institutions, limited partnerships, family offices, executives, ...

  • Neiman Marcus Group

    Client Advisor

    6 days ago

    Neiman Marcus Group Los Angeles, United States Full time

    Client Advisor - Gifts & Home (Part-time)-() Description Neiman Marcus Group is a relationship business that leads with love in everything we dofor our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadma ...

  • Selective Insight

    Financial Advisor

    2 weeks ago

    Selective Insight Los Angeles, United States

    Actively hiring · Financial Advisors · for our client, a · high-growth investment management firm . The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. · ResponsibilitiesDrive the expansion of high-ne ...

  • Northwestern Mutual

    Financial Advisor

    3 weeks ago

    Northwestern Mutual Los Angeles, United States

    Unlimited Impact, Uncapped Income, and Independence · YOUR CAREER WITH NORTHWESTERN MUTUAL · At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objective ...

  • Bank of America

    Private Wealth Senior Relationship Manager

    2 weeks ago

    Bank of America Los Angeles, United States Full time

    Description · : · This job is responsible for supporting the Private Wealth Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients, while leading relationship management ...

  • Cetera Financial Group

    Experienced Financial Advisor

    2 weeks ago

    Cetera Financial Group Los Angeles, United States

    Help your clients follow their dreams, while you create a stronger future for yourself as a financial representative with Cetera Investors. You will provide financial planning, financial advice, investment management service and guidance to your clients as they pursue their finan ...

  • Ignited Recruiting

    Registered Investment Advisor

    1 week ago

    Ignited Recruiting Los Angeles, United States

    Our client, an esteemed SEC-registered investment advisory firm, provides comprehensive wealth management services to wealthy individuals, multi-generational families, endowments, and foundations. We are seeking an experienced Investment Advisor with a rolodex of client relations ...

  • Manhattan West

    Financial Advisors

    2 weeks ago

    Manhattan West Los Angeles, United States

    Manhattan West Enterprise Company ("Manhattan West") is seeking Financial Advisors to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes i ...

  • Atlas

    Senior Wealth Advisor

    2 weeks ago

    Atlas Los Angeles, United States

    Atlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. · As a VC-backed FinTech company, our ...

  • Equitable

    Wealth Management Associate- Retirement Benefits Group

    5 days ago

    Equitable Los Angeles, United States

    Description · Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative strategies and commitments to our clients. Equitable Advisors is currently seeking to ...

  • Northwestern Mutual

    Talent Acquisition Specialist

    3 weeks ago

    Northwestern Mutual Los Angeles, United States

    ***The firm is only considered local applicants at this time as this role is 100% on-site Please only consider applying if you are within reasonable commuting distance and comfortable working full-time in-person.*** · The Talent Acquisition Specialist role is responsible for tale ...