Finra Jobs in Laguna Beach

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United States
Posted On Sep 18, 26
Full-time 2 views Experience : Min 2 yrs required

Title: Private Funds Paralegal Job Responsibilities: The Private Funds Paralegal will play a crucial role in supporting attorneys throughout various stages of fund formation and management. Key responsibilities include: - Assisting attorneys with the formation and structuring of private investment funds, such as...

Posted On Sep 01, 26
Full-time 11 views Experience : 8-10 yrs required

Title: Private Banker Job Responsibilities: A Private Banker is tasked with developing and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families. The role requires providing integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage....

Posted On Sep 01, 26
Full-time 5 views Experience : 10-10 yrs required

Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families in a designated market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...

Posted On Sep 01, 26
Full-time 8 views Experience : 8-10 yrs required

Title: Private Banker Job Responsibilities: A Private Banker is responsible for developing and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specified market. The role involves providing integrated financial services advice, which includes banking, credit, asset management, trust...

Posted On Sep 07, 26
Full-time 2 views Experience : Min 5 yrs required

Title: Legal Support Specialist Job Responsibilities: The Legal Support Specialist is tasked with providing advanced legal support to attorneys involved in complex litigation matters. This role requires a deep understanding of litigation procedures, document management, and case preparation from inception through post-trial....

Posted On Jul 08, 26
Full-time Experience : 10-10 yrs required

Lead Private Banker WHAT IS THE OPPORTUNITY? The role involves developing and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. The Team Lead Private Banker provides integrated financial services advice, including banking, credit, asset management,...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 12 yrs required

Title: Private Client Advisor II Job Responsibilities: The Private Client Advisor II is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include: - Leading the Client Management...

Full-time Experience : Min 7 yrs required

Title Professional Liability Associate Attorney Job Responsibilities The Professional Liability Associate Attorney will join the law firm's Professional Liability Practice, primarily focusing on defending professional liability claims. Responsibilities include: - Working with an experienced trial team in areas such as...

Full-time 2 views Experience : Min 7 yrs required

Liability Associate Attorney Job Title Professional Liability Associate Attorney Job Responsibilities The Professional Liability Associate Attorney will join the law firm's Professional Liability Practice. The attorney will have the opportunity to work with an experienced trial team focusing on Real Estate and...

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