506 Senior Associate Wealth Planner jobs in Los Angeles,CA

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Mid-Senior Litigation Associate

Mueller Christensen LLP

Torrance, CA 90501

$200,000/yr

Health InsurancePaid Time OffRetirement Benefit

J.D. from an accredited law school
Active California Bar membership in good standing
At least 5 years of civil or probate litigation experience
Strong research, writing, and analytical skills
Experience managing cases and deadlines independently in a fast-paced environment
Excellent interpersonal and client communication skills

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SVP, Relationship Manager

Enterprise Bank and Trust

Cerritos, CA 90703

~ 27 min OnsiteBilingual PreferredPaid Time Off

Must have demonstrated skills in commercial credit underwriting, business development and portfolio management for mid-sized companies.
Proven ability to cross-sell other banking products, including loans, deposits and treasury management.
Effective time management and organizational skills are required.
Must be attentive to detail and accurate when analyzing financial statements and presenting a credit package for formal approval.
This position requires the use of sound business discretion, good judgment, and excellent problem solving skills.
Basic knowledge of personal computer hardware and software skills including MS Word and Excel.
Strong working knowledge of regulations, compliance standards, market trends and products relating to the banking industry.
Superior analytical and decision making skills based on a thoughtful assessment of risk.
Bachelor's degree (B.S.) from four-year college or university with a minimum of seven years related experience and/or training in commercial banking.

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Senior Private Wealth Advisor - Practice Lead

Empower Careers

Los Angeles, CA 90011

Flexible Schedule

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Wealth Advisor - California

Enterprise Services

Los Angeles, CA 90001

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Vice President of Sales– Wealth Management

Fisher Investments Careers

Los Angeles, CA 90011

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Senior Media Delivery Operations Specialist

Disney Entertainment and ESPN Product & Technology Careers

Santa Monica, CA 90405

$80,700-$108,100/yr

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Account Executive, Business Team Sales - Long Beach, CA

T-Mobile

Long Beach, CA 90802

~ 29 min OnsiteChildcare AssistanceEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

High School Diploma/GED (Required)
1+ years verifiable new customer acquisition sales experience, preferably within a commissioned environment. (Preferred)
Outside B2B sales experience. (Preferred)
Task Management Ability to work well in a dynamic, fast changing environment that requires a high degree of multi-tasking. (Required)
Customer Service Demonstrated experience delivering superior customer service and attention to detail. (Required)
Communication Excellent interpersonal, written, and oral communication skills. (Required)
Negotiation Effective negotiating and closing skills, including communication, emotional intelligence, and problem-solving. (Required)
At least 18 years of age
Legally authorized to work in the United States
Travel Required (Yes/No): Yes

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Senior Portfolio Manager - Commercial (Emerging Middle Market)

BMO Financial

City Of Industry, CA 91715

~ 26 min OnsiteEducation AssistanceHealth InsuranceRetirement Benefit

Bachelor's degree required
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Any other related discipline or commensurate work experience considered.
Technical proficiency gained through education and/or business experience.
Problem Solving
Collaboration
Detail-Oriented
Analytical Thinking
Loan Structuring
Regulatory Compliance
Portfolio Management
Credit Risk Assessment
Banking Operations
Microsoft Office
Data analysis tools
Financial analysis