Wealth Management Advisor
1 week ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Merrill Financial Solutions Advisor with Disability Solutions, you will help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
This role provides experienced advisors the opportunity to work with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank.
This position requires Series 7 & 66 (63 & 65 in lieu of 66) licenses, two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded, and minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. The salary range for this role is $75,000 - $85,000 annually.
This role offers formulaic incentive eligibility, allowing employees to earn incentives based on defined metrics. Additionally, this role is benefits eligible, providing access to paid time off, resources, and support to employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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Senior Wealth Manager
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Senior Wealth Advisor
5 days ago
Pasadena, California, United States East West Bank Full timeAbout East West BankSince 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and...
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Strategic Financial Solutions Specialist
5 days ago
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Fitness Sales Advisor
5 days ago
Pasadena, California, United States Cherich Enterprises Full timeJob Title: Fitness Sales Advisor - Community BuilderJob Type: Part-timeLocation: Cherich Enterprises studiosAbout Us:Cherich Enterprises is a leading boutique yoga company that aims to bring yoga to more people and build inclusive, welcoming communities.We are seeking a highly motivated and energetic Fitness Sales Advisor to join our team as a Community...
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Client Solutions Specialist
2 weeks ago
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Financial Planning Manager
5 days ago
Pasadena, California, United States East West Bank Full timeJob OverviewEast West Bank is a top-performing commercial bank with an exclusive focus on the U.S. and Greater China markets. As a Financial Planning Manager, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.The base pay range for this position is...
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Financial Operations Manager
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Senior Premier Relationship Manager Lead
5 days ago
Pasadena, California, United States BMO Financial Group Full timeJob OverviewWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO Financial Group. This role offers an exciting opportunity to work with high-net-worth clients, collaborate with branch locations and financial advisors, and deliver exceptional experiences.The ideal candidate will have a deep understanding...
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Senior Financial Portfolio Manager
5 days ago
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Loan Origination Advisor
5 days ago
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Sales Counter Professional
6 days ago
Pasadena, California, United States Gemaire Distributors, LLC Full timeCareer OpportunityWe are seeking a highly skilled and motivated Sales Counter Professional to join our team at Gemaire Distributors, LLC. As a key member of our sales and service team, you will be responsible for providing exceptional customer experiences, managing the sales counter, and working collaboratively with internal and external stakeholders.The...
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Premier Financial Services Director
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Counter Service Representative
6 days ago
Pasadena, California, United States Gemaire Distributors, LLC Full timeJoin Our TeamGemaire Distributors, LLC is seeking a talented and ambitious Counter Service Representative to join our dynamic team. As a key member of our sales and service team, you will be responsible for delivering exceptional customer experiences, managing the sales counter, and working collaboratively with internal and external stakeholders.The...
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Retail Sales Associate
7 days ago
Pasadena, California, United States Gemaire Distributors, LLC Full timeJob OpportunityWe are seeking a highly motivated and skilled Counter Sales Associate to join our team at Gemaire Distributors, LLC.This is an excellent opportunity for a sales professional looking to work in a fast-paced environment with competitive pay and benefits. As a Counter Sales Associate, you will be responsible for providing exceptional customer...
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Senior Litigation Attorney
4 weeks ago
Pasadena, California, United States Litchfield Cavo LLP Full timeLitchfield Cavo LLP is a leading insurance coverage and litigation defense law firm founded on the core principle of exceptional client service.Established in 1998, our attorneys operate from 23 offices across the country, serving clients in over 35 states nationwide. Collectively, we offer a wealth of experienced trial attorneys providing creative and...
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Career Opportunity: Cannabis Professional
1 week ago
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Litigation Defense Specialist
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Optometrist Assistant for Vision Care Expertise
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