Your role
Are you driven by the desire to deliver exceptional client service? Do you like to work as part of team to solve problems and deliver solutions? Are you at your best when supporting others? We’re looking for someone like that who can build and maintain trustworthy relationships with Financial Advisor teams, key Wealth Management branch personnel and Banking and Lending team partners.

Key competencies and responsibilities include:

• Partner with Financial Advisor...

Are you looking for role guiding families of exceptional financial success on matters related to doing good with wealth for loved ones and the communities they care about? Are you able to develop and sustain strong relationships built on trust and mutual respect and have proven business development skills to grow the number of clients engaged with the UHNW Solutions and Social Impact offering?

Reporting to the Head of Family Advisory & Philanthropy Services in the U.S., you will...

Are you skilled at developing wealth management strategies? Does financial data excite you?

We’re looking for a Wealth Strategy Associate to:

• assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics...

Do you know how to manage people? Do you have a knack for implementing service standards?

We’re looking for an Administrative Officer, in-office, non-remote, in our Pasadena, Sherman Oaks and Century City branches to:

• Manage branch administration, including a diverse team of associates, and provide administrative support to Financial Advisors.
• Recruit, select, onboard, train and manage administrative support staff.
• Conduct performance reviews and make personnel de...

Are you truly service oriented? Do you know how to take care of people? Can you anticipate next steps?
A Client Associate services clients and provides operational and administrative support to Financial Advisors.

We’re looking for a Client Service Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect ...

Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate who can provide operational and administrative support to financial advisors. You’ll:
• keep management systems up to date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan te...

We're looking for a Branch Office Administrator to:
• support the branch management team
• assist in the administrative aspects of licensing and registration for all registered employees
• greet and assist clients and visitors to the branch, providing exceptional service
• communicate and implement our administrative and risk management guidelines and policies
• coordinate branch office business meetings and maintain the branch calendar
• assist members of the branch with...

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a registered client associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• pr...

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a [job title] to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team w...

Do you take pride in helping people and deliver an exceptional client experience? Are you passionate about helping others with their financial goals? Do you have experience as a licensed financial advisor with a track record of success? We’re looking for someone like you, who can provide advice and counsel to our existing Wealth Advice Center clients via our digital hybrid advice model.

• build and deepen relationships in our existing client base by providing exceptional wealth ma...