- Robert Half Office Team (San Diego, CA)
- …detail-oriented and proactive Administrative Assistant to support their team of financial advisors and operations staff. This role is integral in ensuring the smooth ... with general office operations as needed. + Special Projects: Support financial advisors and leadership team with ad hoc projects, research, and reporting.… more
- Bank of America (Walnut Creek, CA)
- …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives,… more
- Charles Schwab (Walnut Creek, CA)
- …and certain third-party asset management, products and services to consultants and advisors , across multiple distribution channels. The team also supports with the ... will build trusting relationships with local Financial Consultants and Wealth Advisors , providing education and support to their clients and investors interested… more
- General Atomics (San Diego, CA)
- …Director of Talent Management and leads a team of Learning and OD Advisors to cultivate a strong and cohesive enterprise strategy for enhancing organizational ... + Manages a team of learning and organizational development advisors to deliver enterprise--wide strategies, training, development opportunities and processes… more
- Wells Fargo (Palo Alto, CA)
- …Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors . Learn more about the career areas and business divisions at wellsfargojobs.com ... initial point of contact for operational, service and technology inquiries from Financial Advisors , the branches, and other Support Center associates + Act as a… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …The Client Service Associate will serve as a key liaison between clients and advisors , ensuring a seamless and exceptional client experience. This role is ideal for ... transactions, including deposits, withdrawals, and account updates. + Collaborate with financial advisors to ensure client needs are met and aligned with their… more
- Robert Half Finance & Accounting (Orinda, CA)
- …data for plan creation and updates + Prepare financial plans and collaborate with advisors to deliver planning strategies + Meet with clients alongside advisors ... and help maintain up-to-date client records + Track and document tasks using CRM software (Tamarac preferred) + Coordinate with internal and external professionals on client-specific issues + Research, analyze, and assist in retirement planning, tax planning,… more
- Comerica (San Diego, CA)
- …specialists throughout the process; and keeping the sales process, specialists and advisors on target and on schedule. Attract new customers and retain existing ... Demonstrate expertise by managing or working with the client's outside advisors ; and setting the stage for follow-up sales opportunities. Account Management… more
- City National Bank (Irvine, CA)
- …the bank's market presence by developing referral relationships with ESOP advisors , trustees, investment bankers, legal counsel, and valuation experts. * Internal ... management. * Preferred Qualifications * Established relationships with ESOP advisors , trustees, and valuation firms. * Experience in structuring syndicated… more
- CIBC (San Francisco, CA)
- …with High Net Worth Clients and their intermediaries and external Advisors , CIBC Specialists (Wealth Strategies, Investment, Trust, Tax, Operations, Legal, ... the central CIBC Family Office and SEI Archway teams, relationship managers, and advisors to meet client deliverables and build local internal awareness of Family… more