Associate Wealth Manager
5 days ago
As a Licensed Client Service Associate at Citigroup Inc., you will be responsible for:
- Delivering wealth management services to clients with guidance from Banker teams.
- Assessing risk when business decisions are made and demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
- Developing and maintaining strong relationships with clients, colleagues, and stakeholders.
Additional responsibilities include:
- Managing multiple concurrent deadlines with strong organizational and time management skills.
- Analyzing data to identify trends and insights, and using this information to inform business decisions.
- Maintaining up-to-date knowledge of investments, banking, and credit products, as well as relevant laws and regulations.
-
Wealth Management Associate
2 weeks ago
Hermosa Beach, California, United States Citigroup Inc Full timeAbout the Job FamilyThe Client Solutions Expert plays a crucial role in supporting Citigroup Inc's Private Client Coverage division. This dynamic professional works closely with Banker teams to deliver exceptional wealth management services to clients, leveraging industry expertise and analytical skills.Key Responsibilities:Demonstrate a solid understanding...
-
Wealth Management Specialist
5 days ago
Newport Beach, California, United States Corient Private Wealth LLC Full timeCorient Private Wealth LLC is a leading wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We are seeking a Cashiering Specialist to join our team.The ideal candidate will have excellent communication skills, attention to detail, and the ability to work independently. They will be responsible for...
-
Wealth Management Associate
5 days ago
Newport Beach, California, United States Beacon Pointe Advisors Full timeWe are seeking a highly skilled Client Service Associate to join our team at Beacon Pointe Advisors in Newport Beach. This role offers a competitive salary of $55,000 - $65,000 per annum, depending on experience.About the RoleProvide exceptional client service via phone, email, and other contact methodsMonitor daily custodial alerts and resolve issues...
-
Wealth Management Advisor
7 days ago
Long Beach, California, United States Financial Partners Credit Union Full timeJob DescriptionThe Financial Partners Credit Union is seeking an experienced Wealth Management Advisor to join our team. In this role, you will be responsible for providing comprehensive wealth management services to our members.We offer a salary range of $95,000 - $135,000 per year, depending on experience and qualifications.Responsibilities:Financial...
-
Client Solutions Expert
2 weeks ago
Hermosa Beach, California, United States Citigroup Inc Full timeAbout Citigroup IncCitigroup Inc is a leading global financial services institution, committed to delivering exceptional wealth management services to clients worldwide. The company's Private Client Coverage division supports individuals and families in achieving their financial goals, providing tailored solutions and expert advice.Job Description:Work...
-
Financial Operations Specialist
1 week ago
Newport Beach, California, United States Corient Private Wealth LLC Full timeAbout Corient Private Wealth LLCCorient Private Wealth LLC is a leading wealth management platform in the United States, serving over 10,000 clients and managing more than $100 billion of assets across the country. Our boutique's personal service, creativity, and objective advice are combined with the extensive resources and intellectual capital of an...
-
Cash Transaction Coordinator
1 week ago
Newport Beach, California, United States Corient Private Wealth LLC Full timeAbout Corient Private Wealth LLCWe are one of the fastest-growing wealth management platforms in the United States, dedicated to providing exceptional service to high- and ultra-high-net-worth individuals and families. Our goal is to simplify lives while preserving wealth for future generations and supporting the causes and communities our clients care...
-
Wealth Management Specialist
7 days ago
Long Beach, California, United States Financial Partners Credit Union Full timeAbout the OpportunityWe are offering a comprehensive compensation package, including an estimated annual salary range of $80,000 to $110,000, depending on experience.As a Financial Consultant at Financial Partners Credit Union, you will play a pivotal role in empowering our members to achieve their financial goals. You will provide personalized financial...
-
Product Operations Supervisor
1 month ago
Hermosa Beach, California, United States Five Below Full timeRole OverviewWe are seeking a highly skilled Product Operations Supervisor to oversee the receiving, unpacking, and organization of new stock at Five Below. This role is crucial in ensuring items are quickly and efficiently placed on the sales floor.Key ResponsibilitiesCoordinate the setup and maintenance of displays for specific store sections, guaranteeing...
-
Accounting Manager
5 days ago
Newport Beach, California, United States Jobot Full timeTax and Financial Services ExpertiseThis Jobot Job is hosted by Josh Forth.A leading financial services firm is seeking a tax professional with expertise in financial planning, wealth management, business planning, insurance planning, and tax planning. The ideal candidate will have a strong background in accounting and public accounting experience....
-
Part-Time Teaching Positions Available
1 week ago
Hermosa Beach, California, United States SYLVAN OF HERMOSA BEACHSYLVAN OF MANHATTAN BEACH & EL SEGUNDO Full timeSylvan Learning Center is committed to creating a supportive and enjoyable work environment for our teachers and staff. We believe that every student deserves a personalized learning experience, and we rely on dedicated professionals like you to make this happen.What You'll DoAs a part-time teacher, you will work with small groups of students (up to 4) to...
-
Tutoring Opportunities
2 weeks ago
Hermosa Beach, California, United States SYLVAN OF HERMOSA BEACHSYLVAN OF MANHATTAN BEACH & EL SEGUNDO Full timeSylvan of Hermosa Beach/Sylvan of Manhattan Beach & El Segundo is seeking dedicated education professionals to join our team. As a tutor or teacher, you will work with students in a small group setting, providing individualized instruction and support.Estimated Salary:$18-$20 per hour, up to $1,500 per monthAbout the JobWe are looking for individuals who are...
-
Part-Time Teaching Positions Available
1 week ago
Hermosa Beach, California, United States SYLVAN OF HERMOSA BEACHSYLVAN OF MANHATTAN BEACH & EL SEGUNDO Full timeAbout SyLVAN Learning CenterWe are a dynamic and caring organization committed to providing high-quality educational services to our community. Our mission is to empower students to reach their academic goals through personalized learning plans and dedicated support.Job Overview:This part-time teaching position involves working with small groups of students...
-
Education Specialist
6 days ago
Hermosa Beach, California, United States SYLVAN OF HERMOSA BEACHSYLVAN OF MANHATTAN BEACH & EL SEGUNDO Full timeSylvan Learning Center: A Rewarding Career OpportunityWe are seeking dedicated and passionate educators to join our team as teachers for fun after-school tutoring programs. Our Sylvan Learning Center is committed to providing a supportive and engaging learning environment for students of all abilities.As a teacher, you will lead instruction and motivate...
-
Tutoring Experts Wanted
1 week ago
Hermosa Beach, California, United States SYLVAN OF HERMOSA BEACHSYLVAN OF MANHATTAN BEACH & EL SEGUNDO Full timeJob DescriptionSyLVAN Learning Center is a renowned institution seeking dedicated and passionate teaching professionals to provide individualized learning plans for students of all abilities. As a Tutor, you will be responsible for leading instruction and motivating students to achieve academic success in reading, writing, and math through Algebra II, SAT,...
-
Business Development Associate
4 weeks ago
Newport Beach, California, United States Beacon Pointe Advisors Full timeWe are seeking a highly skilled Relationship Manager to join our team at Beacon Pointe Advisors in Newport Beach, CA. As a key member of our wealth management and client service professionals, you will provide exceptional service to high net worth individuals, families, and institutions.Key Responsibilities:You will act as the primary liaison between...
-
Retail Sales Associate Manager
5 days ago
Laguna Beach, California, United States Crazy Shirts Full timeJob Title: Retail Sales Associate ManagerCrazy Shirts is seeking a highly motivated and customer-focused Retail Sales Associate Manager to join our team. As a key member of our sales team, you will be responsible for providing exceptional customer service and driving sales growth in our stores.About the Role:As a Retail Sales Associate Manager, you...
-
Tax Expert with International Focus
1 week ago
Newport Beach, California, United States Jobot Full time**Job Summary**We are a leading financial services firm dedicated to helping high-net worth individuals and business owners achieve their long-term financial goals. Our team of experienced professionals offers a range of services, including financial planning, wealth management, and tax planning.As a Tax Manager with our firm, you will play a key role in...
-
Sales Floor Associate Manager
2 weeks ago
Pismo Beach, California, United States Skechers U.S.A. Full timeAbout the JobSkechers U.S.A. is looking for a skilled Sales Floor Associate Manager to join our team in this exciting retail sales role. As a key member of our sales team, you will be responsible for managing the sales floor, engaging customers, and meeting sales targets.Key ResponsibilitiesThe successful candidate will have the following key...
-
Sales Associate Manager
4 days ago
Long Beach, California, United States Red Wing Shoe Company Inc Full time**Job Summary:We are seeking a highly skilled Retail Associate to join our team at Red Wing Shoe Company Inc. As a Retail Associate, you will be responsible for promoting our high-quality Red Wing brand image through professional selling, building loyalty, and providing exceptional customer service.