- HUB International (San Rafael, CA)
- …and $8.5B in individual wealth assets under management. With over 350 producing advisors in more than 120 offices throughout the United States, GRP's financial ... advisors provide investment services to over 9,000 retirement plans with over 900,000 retirement plan participants, and over 21,000 individual wealth accounts. Due to… more
- Lithia & Driveway (Los Angeles County, CA)
- Dealership:L0374 Keyes European Keyes European Service Advisors Schedule + Monday- Saturday 800:am-5:00pm schedule + 2 days off a week: Sunday & one weekday Keyes ... Hyundai is searching for an experienced, high performing Service Advisors who is interested in working in a fast-paced environment that offers industry leading… more
- Bank of America (Irvine, 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 ... a variety of specialized functions across a team of Financial Advisors , such as business management, business development, wealth planning, investment management,… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …a lucrative Profit Sharing program. Some Responsibilities: + Partner with Lead Advisors : Attend meetings, gather data, create and present financial plans. + Collect ... and portfolio reports. + Implement and monitor plans, coordinating with external advisors . + Prepare client communications and presentations. + Maintain client and… more
- M&T Bank (Los Angeles, CA)
- …solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial ... situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis. + Responsible for leading the development of sales strategies to grow client base… more
- Charles Schwab (San Francisco, CA)
- …Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You ... Advisor. You will receive mentorship by some of the industry's top Wealth Advisors and professional development through coaching and ongoing training to prepare you… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and coaching Associate Wealth Architects. This role collaborates with senior advisors , technical specialists, and internal teams to develop and execute strategic ... and philanthropic planning. + Maintain regular communication with clients and advisors to deepen relationships and ensure service excellence. + Prepare for… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …performance. You'll manage relationships with two fund administrators, auditors, tax advisors , and a fractional CFO, while driving process improvements, ensuring ... Controller + Proven experience managing fund administrators, auditors, and tax advisors + Deep understanding of fund accounting, GAAP, and partnership structures… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Client Service Associate, you'll be a trusted liaison between clients, advisors , and custodians-ensuring a seamless, white-glove experience at every interaction. ... track account paperwork (openings, transfers, contributions/distributions, maintenance). + Partner with advisors to prepare for and follow up on client meetings. +… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Service Associate will serve as a key liaison between clients and advisors , ensuring exceptional service and operational support. This role requires a proactive, ... including deposits, withdrawals, and account updates. + Collaborate with financial advisors to align services with client financial plans. + Maintain accurate… more