Top 98 Personal banking advisor Jobs in Los Angeles, Ca

Administrative Assistant III
Bank of America —Los Angeles, CA
- $25.00 - $52.34 an hour
- Full-time
- Microsoft Word
- Writing skills
- Research
5d
Private Jet Advisor - Founders, Technology & Innovation Economy (Bay Area, CA)
silver Air —Los Angeles, CA
- $300,000 - $1,200,000 a year
- Full-time
- Remote
- Business development
- Senior level
- Communication skills
- Health insurance
- Cell phone reimbursement
Member Advisor
Financial Partners Credit Union —Downey, CA
- $21.55 - $32.32 an hour
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
Member Services Advisor I
SkyOne Federal Credit Union —Hawthorne, CA
- $25.76 - $30.00 an hour
- Full-time
- Office
- Windows
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
Head of Health Enterprise Partnerships
Google —Los Angeles, CA
- $224,000 - $311,000 a year
- Full-time
- 11+ years
- Office
- Bachelor's degree
12d
Wealth Management Client Associate
Bank of America —Los Angeles, CA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Sr. Investment Officer
Northern Trust Corp. —Los Angeles, CA
- $236,555 - $414,115 a year
- Full-time
- 11+ years
- Accounting
- US work authorization
- Health insurance
- Dental insurance
Financial Advisor Trainee (Woodland Hills, CA)
Raymond James Financial, Inc. —Woodland Hills, CA
- $70,304 - $80,500 a year
- Full-time
- Mid-level
- Office
- Travel
- Paid holidays
- Health insurance
2d
Financial Advisor - Greater Los Angeles and Surrounding area
Thrivent —Los Angeles, CA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Regional Relationship Banker II
Cathay Bank —Los Angeles, CA
- $22 - $27 an hour
- Extended hours
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Disability insurance
Quick Apply
Senior Manager - Financial Planning and Analysis
Confidential Posting —Hollywood, CA
- $130,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 6 years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
6d
Relationship Banker II
Cathay Bank —City of Industry, CA
- $22 - $25 an hour
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Relationship Banker II
Cathay Bank —Los Angeles, CA
- $22 - $27 an hour
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Relationship Banker I (PT)
Cathay Bank —Northridge, CA
- $19 - $23 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- English
Quick Apply
Relationship Manager
CalPrivate Bank —Beverly Hills, CA
- $128,000 - $161,000 a year
- Full-time
- Up to 50% travel
- Ability to walk for extended periods
- 5 years
Quick Apply
Financial Advisor Trainee (Beverly Hills, CA)
Raymond James Financial, Inc. —Beverly Hills, CA
- $34,320 - $75,000 a year
- Full-time
- Writing skills
- 3 years
- Finance
Middle Market Relationship Manager III
Columbia Banking System —Pasadena, CA
- $147,000 - $265,000 a year
- Full-time
- Writing skills
- Office
- Business development
- Disability insurance
- Health insurance
Client Engagement Manager (West Coast)
JPMorganChase —Los Angeles, CA
- $70,304 - $89,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- 3 years
- Health insurance
- Tuition reimbursement
3d
Treasury Relationship Manager I-III
FFB Bank —Cerritos, CA
- $120,000 - $180,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
Business Banking Relationship Manager II (Long Beach)
Fifth Third Bank —Long Beach, CA
- $71,100 - $145,900 a year
- Full-time
- Mid-level
- Office
- 3 years

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Administrative Assistant III

Bank of America -
Los Angeles, CA

Apply Now

Job Details

Full-time
$25.00 - $52.34 an hour
5 days ago

Qualifications

Microsoft Word
Serving clients
High school diploma or GED
Client services

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates 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.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:

This job is responsible for providing diverse and confidential administrative support, including extensive calendar management. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail. Job expectations may include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner.

Responsibilities:

Communicates with executives and line management to gather and convey relevant information
Answers manager's phone line, documenting accurate messages, and handling calls with appropriate judgment
Manages the calendar of multiple executives proactively, effectively resolving conflicts that arise in a professional manner
Arranges and handles details related to travel arrangements, expense reports, meetings, and appointments
Prepares meeting minutes and related meeting documents, utilizing written and oral communication skills
Prepares correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems

Skills:

Administrative Services
Attention to Detail
Customer and Client Focus
Planning
Prioritization
Adaptability
Collaboration
Event Planning
Office Administration
Problem Solving
Facilities Management
Oral Communications
Recording/Organizing Information
Research
Written Communications

Required Qualifications:

Minimum of 1+ years professional or relevant internship experience
Strong client service & technical skills (MS Word & Excel)
Strong communication, time management and organizational skills

Desired Qualifications:

Undergraduate degree or equivalent experience
Prior knowledge of financial products, policies & procedures
1+ year(s) of experience supporting a senior level manager within the financial services field or relevant internship experience
Knowledge of wealth management tools preferred
Series 7 & 63/65 or 66 registrations preferred; management may ask for associate to acquire these licenses

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.

**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

personal banking advisor jobs in los angeles, ca

Administrative Assistant III

Private Jet Advisor - Founders, Technology & Innovation Economy (Bay Area, CA)

Member Advisor

Member Services Advisor I

Head of Health Enterprise Partnerships

Wealth Management Client Associate

Sr. Investment Officer

Financial Advisor Trainee (Woodland Hills, CA)

Financial Advisor - Greater Los Angeles and Surrounding area

Regional Relationship Banker II

Senior Manager - Financial Planning and Analysis

Relationship Banker II

Relationship Banker II

Relationship Banker I (PT)

Relationship Manager

Financial Advisor Trainee (Beverly Hills, CA)

Middle Market Relationship Manager III

Client Engagement Manager (West Coast)

Treasury Relationship Manager I-III

Business Banking Relationship Manager II (Long Beach)

I want to receive the latest job alert for personal banking advisor in los angeles, ca

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