Pasadena, CA30+ days ago
- $30–$32 Per Hour
p>Primary Qualifications:
Work hours/week:.
Los Angeles, CA30+ days ago
- $30.77–$45.67 Per Hour
li>May also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Pasadena, CA30+ days ago
- $65,000–$75,000 Per Year
We help high net worth and ultra-high net worth individuals and families meet their financial goals through Financial Advisors who deliver products and services specifically designed for them. About UBS: UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.
El Segundo, CA18 days ago
- $49,500–$77,000 Per Year
p>The good-faith expected salary range for the Registered Client Associate $49,500 - $77,000 and the Investment Associate role is $55,000 - $88,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
El Segundo, CA30+ days ago
- $49,500–$77,000 Per Year
Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.
Beverly Hills, CA30+ days ago
- $70,000–$80,000 Per Year
p>• series 7 and 66 licenses (for registered CSAs only) • ideally 3-5 years of experience in client service, within the finance sector • bachelors degree or equivalent, focusing on financial markets • excellent communicator, with solid interpersonal skills • detail-oriented (nothing gets past you) • proficient in Microsoft Office Suite. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.