- Bank of America (Santa Barbara, CA)
- Wealth Management Client Associate Santa Barbara, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Barbara/Wealth- Management -Client- Associate \_25016295) **Job Description:** Merrill Wealth Management… more
- Wellington (San Francisco, CA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60...Management is one of the world's largest independent investment management firms. We serve as a… more
- US Bank (Rancho Palos Verdes, CA)
- …This position is designed to be a developmental Financial Advisor at the Associate level. Under the guidance and in partnership with a senior advisor, this ... financial products to meet the customer/prospect's particular financial status, objectives, risk tolerance, tax exposure, and the like. Develops an expertise and… more
- Neuberger Berman (San Francisco, CA)
- …support to seasoned four-person Wealth Advisor Team with over $1.5bn in assets under management . The Wealth Advisor Associate will serve as the primary point of ... world-class client service and investment advice tailored to the unique investment objectives, financial goals, suitability and risk tolerance of each… more
- BlackRock (San Francisco, CA)
- …the world's preeminent asset management firms and a premier provider of global investment management , risk management and advisory services to ... of BlackRock, Inc. ("BlackRock") and a nationally-chartered bank that provides investment management , trust and other fiduciary services for institutional… more
- BlackRock (San Francisco, CA)
- …and operations tools on a single platform to power informed decision-making, effective risk management , efficient trading, and operational scale. Aladdin is used ... of equity, fixed income and derivative products + Knowledge of buy-side investment management workflows such as trading, compliance, operations and settlements… more
- JPMorgan Chase (San Francisco, CA)
- …with Risk , Product Specialists, Treasury Services partners, Real Estate Investment Banking and other groups as applicable to help properly identify solutions ... the top tier of commercial real estate owners, developers, investors, operating companies, investment funds and trusts! As a Real Estate Banking (REB) Client … more
- Wells Fargo (Pasadena, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Senior Associate to join its Technology Finance team within the Commercial Bank's Sponsor Credit group, an industry ... + Analyze a wide range of detailed information (lender presentations, management presentations, and financial statements & projections, third party reports, etc.)… more
- Wells Fargo (Rolling Hills Estates, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with… more