131 Wealth Management jobs in Newport Beach

Wealth Management Banking Specialist page is loaded Wealth Management Banking Specialist Apply locations Newport Beach time type Full time posted on Posted 2 Days Ago job requisition id 25026221 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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for proactively partnering with Merrill Financial Advisors (FAs) to identify client’s that can benefit from enterprise banking and borrowing solutions. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing engagement to assist clients in fully utilizing those solutions. Serve as a trusted business development partner to Merrill Financial Advisors in deepening banking relationships and growing deposits and uncovering additional opportunities to consolidate client wealth at Merrill. Job expectations include exhibiting strong sales acumen with a proactive and consistent approach to engage Advisors and identify tangible reasons why clients can benefit from enterprise banking solutions. Identifying client deepening opportunities, providing comprehensive banking solutions to clients, serving as a digital product expert, and working with the Advisor to identify client referrals to other Merrill and Bank of America specialists. Ability to provide tenacious and professional follow-up with Advisors and Clients to ensure value is delivered and clients gain full value from the services delivered. Responsibilities: Create opportunities to onboard new Bank of America clients by understanding needs through client discovery and recommending best fit solutions from our full suite of products, digital platform, and rewards. Educate on benefits of banking solutions to Financial Advisors (FAs) and their teams to drive banking adoption into day-to-day FA practices and operations. Partners with Financial Advisor teams to find right fit solutions for client banking needs and help navigate complex client situations. Provide proactive guidance and resources to help advisor meet goals – driving growth, solving client needs and identifying new opportunities. Deliver on team strategic and financial objectives with a bottom-line focus on business metrics and results. Deliver a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt. Ensures exceptional client experience by supporting the efficient and professional operational execution of tasks and conducting follow-up routines to meet client needs Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs. Leverage of a wide range of data and systems, including Salesforce, to drive consistent client engagement and proactive advisor follow-up. Required skills: Demonstrates proven results exceeding goals in a client-centric, results-driven environment. Prior banking experience in demand deposit, savings, transactional accounts. Working knowledge of investing products and services along with the latest online and digital capabilities Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrate a commitment to providing personalized service. Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals, Exhibits proven client engagement skills and the ability to engage partners to resolve problems and escalate as needed to promote client satisfaction. Is able to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration. Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow your career. Applies strong critical thinking and problem-solving skills to meet clients’ needs Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Is able to learn and understand technology to assist clients with the latest in Digital and Digital banking Desired skills: Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives. Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded Prior experience providing excellent service to high-end clients and excelling in that environment Skills: Deposit Solutions Product Knowledge Customer and Client Focus Influence Relationship Building and Networking Executive Presence Sales Performance Management Analytical skills Presentation skills Influencing skills Problem solving Active listening and Communication skills Relationship Building Industry knowledge Time management Resilience Collaboration Business development focus Ability to overcome objections. Minimum Education Requirement: Bachelor’s degree preferred; High School Diploma / GED / Secondary School or equivalent. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814)Pay and benefits informationPay range$70,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. About Us Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Regardless of the position you are interested in, the starting points to building your resume are the same: 1.Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2.Think about why you can do the job and make a list of your skills that are relative to the job. 3.Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4.Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume •Do be brief. Resumes should be 1-2 pages in length. •Do be upbeat and active in your wording. •Do emphasize what you have done clearly and concretely. •Do be neat and well organized. •Do have others proofread and critique your resume. Spell check. Make it error free. •Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. •Don't be dishonest, always tell the truth about yourself in the most flattering light. •Don't include salary history or requirements. •Don't include references. •Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) •Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1.Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2.Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3.Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4.Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5.Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6.Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7.Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. #J-18808-Ljbffr

Who We Are Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit What We Do Provides a wide range of support and is responsible for administering and performing assigned compliance program activities. Performs routine legal research, and compiles data, and serves as contact/liaison for assigned area/function. What You'll Do: Provides administrative support on compliance programs, activities and examinations. Serves as contact/liaison for assigned area/function. Collects and collates legal research and information from a wide variety of sources. Performs reviews of policies, procedures, controls, and performance to ensure compliance with corporate policy and external regulations for assigned area. Reports results to management and evaluates and recommends corrective action utilizing regulatory guidance and best practices; conducts follow-up. Depending on assigned area/function, may participate in various projects that impact national agents and conduct annual underwriting review of national agents. Monitors and updates action plans; follows up with responsible parties to ensure tasks are completed when due. Generates compliance reports and spreadsheets as needed for both internal and external business needs, which may include high level committees and federal regulators. Provides scheduling, tracking, reporting and/or database support to programs. Maintains quality customer service and relationships with internal and/or external clients and contacts. Remains current with regulatory environment and existing regulations; assesses potential impact of potential regulatory changes and provides commentary as appropriate. Assists with the development and implementation of a compliance monitoring/control program for assigned areas of the organization; including tracking procedures, systems, training, documentation, and self-assessment. May assist in coordinating staff training programs for assigned areas of the organization, such as code of ethics certifications and monitoring for insider trading. Provides other administrative support to legal department. May be responsible for compliance activities in a broader, more complex area, or for multiple areas. Follows functional area’s processes and procedures in daily activities, troubleshoots as needed and recommends suggestions for continuous improvements to overall operations. Actively contributes to the results of a team and works toward achieving goals and objectives. Other duties as assigned. What You'll Bring: Bachelor's degree or equivalent combination of education and experience 1-3 years of experience Working knowledge of fundamental concepts, practices and procedures of department/field Possesses and applies a working knowledge of principles, practices, and procedures of particular field of specialization to the completion of difficult assignments. Experience in a particular area, such as banking/trust, title insurance and settlements, licensing, federal and state rules and regulations of these areas, etc. plus Working knowledge of the law library, state and federal regulations, code sections, legal decisions and Commerce Clearing House volumes Knowledge of laws and regulations applicable to legal entities, real property, title insurance, and settlement Research and summation skills Analytical and investigative skills Detail-oriented Strong verbal and written communication skills Establishes effective working relationships at the work group level Pay Range: $26.21 - $34.95 Hourly This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location. ** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. ** First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act). First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. What We Offer By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan. #J-18808-Ljbffr

• Provides administrative support on compliance programs, activities and examinations. Serves as contact/liaison for assigned area/function.
• Collects and collates legal research and information from a wide variety of sources.
• Performs reviews of policies, procedures, controls, and performance to ensure compliance with corporate policy and external regulations for assigned area. Reports results to management and evaluates and recommends corrective action utilizing regulatory guidance and best practices; conducts follow-up.
• Depending on assigned area/function, may participate in various projects that impact national agents and conduct annual underwriting review of national agents.
• Monitors and updates action plans; follows up with responsible parties to ensure tasks are completed when due.
• Generates compliance reports and spreadsheets as needed for both internal and external business needs, which may include high level committees and federal regulators.
• Provides scheduling, tracking, reporting and/or database support to programs.
• Maintains quality customer service and relationships with internal and/or external clients and contacts.
• Remains current with regulatory environment and existing regulations; assesses potential impact of potential regulatory changes and provides commentary as appropriate.
• Assists with the development and implementation of a compliance monitoring/control program for assigned areas of the organization; including tracking procedures, systems, training, documentation, and self-assessment.
• May assist in coordinating staff training programs for assigned areas of the organization, such as code of ethics certifications and monitoring for insider trading.
• Provides other administrative support to legal department.
• May be responsible for compliance activities in a broader, more complex area, or for multiple areas.
• Follows functional area's processes and procedures in daily activities, troubleshoots as needed and recommends suggestions for continuous improvements to overall operations.
• Actively contributes to the results of a team and works toward achieving goals and objectives.
• Other duties as assigned.

• Bachelor's degree or equivalent combination of education and experience
• 1-3 years of experience
• Working knowledge of fundamental concepts, practices and procedures of department/field
• Possesses and applies a working knowledge of principles, practices, and procedures of particular field of specialization to the completion of difficult assignments.
• Experience in a particular area, such as banking/trust, title insurance and settlements, licensing, federal and state rules and regulations of these areas, etc. plus
• Working knowledge of the law library, state and federal regulations, code sections, legal decisions and Commerce Clearing House volumes
• Knowledge of laws and regulations applicable to legal entities, real property, title insurance, and settlement
• Research and summation skills
• Analytical and investigative skills
• Detail-oriented
• Strong verbal and written communication skills
• Establishes effective working relationships at the work group level

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. Youll advise clients on their l Tax, Manager, Management, Senior, Wealth, Client Relations, Accounting

As a Senior Administrative Assistant within the JPMorgan Wealth Management team, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.

Job responsibilities

• Maintain complex and detailed calendars
• Screen incoming calls and determine the level of priority, while using caution in dispensing information
• Manage the coordination and logistics of both internal and external meetings
• Arrange and coordinate complicated domestic and international travel
• Organize all aspects of internal and external events, including catering and transportation
• Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
• Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
• Produce high quality emails and messages to individuals at all levels of the organization
• Maintain department documents, including current organizational charts and Executive Bio's
• Handle regular activities without prompting, and advise in advance with issues or delays
• Assist in editing spreadsheets and presentations, including printing and binding, for client meetings

• At least three years of administrative experience
• Advanced ability to organize
• Discretion and good judgment in confidential situations, and proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Strong proficiency in Microsoft Office
• Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management

• College degree is a plus
• FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
Irvine,CA $28.32 - $38.46 / hour