- Robert Half Finance & Accounting (Mountain View, CA)
- …+ Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft Office; experience with ... Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is… more
- Bank of America (Newport Beach, CA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Merrill-Market-Supervision-Manager\_25032302) **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
- JPMorgan Chase (Los Angeles, CA)
- Join JP Morgan's Global Banking team as an Associate in Business Development, where you will play a key role in driving our focus on private capital markets. This is ... relationships, and drive growth within a dynamic and supportive environment. As an Associate in Business Development within Capital & Advisory Solutions, you will be… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Bachelor's degree with 6-8 years of experience in client-facing roles, preferably in wealth management or family office settings. + Exceptional interpersonal and ... Description Senior Client Service Associate - Multi-Family Office A prestigious multi-family office...clients with a full spectrum of services, including investment management , financial planning, lending strategy, and bespoke family office… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …client meetings, follow-ups, and service updates. + Supervise and mentor Associate Wealth Architects, supporting their professional development. + Maintain ... wealth strategies. Key Responsibilities + Lead client relationship management , including financial planning, investment strategy, and estate coordination. +… more
- Umpqua Bank (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Umpqua, we create ... company objectives. + Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals. + Reports on… more
- Carrington (Anaheim, CA)
- … Management System (LMS), online courses within LMS, content and delivery of associate and management development, on-the job training, new hire training, new ... online courses within LMS, content and delivery of overall associate and management development, on-the job training,...explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and… more
- Robert Half Office Team (San Diego, CA)
- …organizational skills and attention to detail. * Industry experience is a plus in wealth management or financial services sector. * Ability to perform accurate ... Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide… more
- Conagra (Oakdale, CA)
- …talent acquisition and employee engagement to labor relations and strategic project management . This is your opportunity to shape a thriving workplace culture, lead ... you'll do in this role: + **Strategic HR Partner** : Serve as a trusted advisor to leadership, offering daily HR guidance and coaching to drive team performance and… more
- Robert Half Finance & Accounting (Orinda, CA)
- …planning certification program and is seeking hands-on experience in a respected wealth management firm. You'll work closely with advisors and planners, ... Advisory firm with approximately $500 million in assets under management is seeking a Financial Planning Associate ...+ Knowledge of tools such as Holistiplan, fpPathfinder, Schwab Advisor Center, Microsoft Teams, and Zoom is a plus.… more