- City National Bank (Los Angeles, CA)
- …ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary point of contact for assigned line of business ... Interact with clients, prospects and colleagues on a regular basis providing asset management , financial planning, and brokerage services advice. Less… more
- Wells Fargo (San Francisco, CA)
- … Investment Consultant) in the Alternative Investments group as part of Wealth & Investment Management (WIM). Alternative Investment products include hedge ... closely with leadership in each market and across all channels within Wells Fargo's Wealth and Investment Management division (WFA, FINET and the Private Bank)… more
- Bank of America (Monterey, CA)
- …Silicon-Valley-Market\_25032389) **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 … more
- Wellington (San Francisco, CA)
- …existing clients across the wealth ecosystem. The successful candidate will bring broad asset management expertise and a keen understanding of the wealth ... are seeking a talented, driven individual to fill a Wealth Management , Alternatives distribution role in the...financial advisors and wire houses + Proven background in asset management and alternative investments + Expertise… more
- Umpqua Bank (Sacramento, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Greenwood Village, Colorado San Diego, California Denver, ... the presentation of potential solutions. + Speak to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance… more
- JPMorgan Chase (San Francisco, CA)
- …to take your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Charles Schwab (Encino, CA)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... practice holistically through client asset consolidation, networking, and earning client referrals. If you...in additional to furthering your own professional development in Wealth Management . **What's in it for you**… more
- Bank of America (Beverly Hills, CA)
- …integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages use and adoption of digital ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management … more
- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... manages client relationships, monitors credit quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This… more
- Nuveen Investments (San Francisco, CA)
- …8IC **QUALIFICATIONS:** **Required:** + Minimum of 10 years of experience in the asset management industry **Preferred:** + Minimum of 7 years experience in ... Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm's CLOs...responses. Nuveen Global Fixed Income ("Nuveen GFI") is world-class asset manager that manages approximately $600 billion of investment… more