• JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (San Francisco, CA)
    …and services are offered through JP Morgan Securities LLC (JPMS), a registered broker - dealer and investment advisor, member of FINRA and SIPC. Annuities are ... made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, NA are affiliated companies under the common control of JPMorgan… more
    JPMorgan Chase (08/21/25)
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  • Sr. Audit Manager- Wealth Management

    City National Bank (Los Angeles, CA)
    …Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker / Dealer , Investment Banking activities for CNB's Capital Markets, ... Registered and Unregistered Fund Vehicles, Support Functions (Operations, Compliance, Risk)Thrives in a dynamic team-based environment, effectively manages ambiguity, works independently, exhibits innovative thinking with data analytics, robotic process… more
    City National Bank (08/21/25)
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  • Client Support Associate (Hybrid)

    TEKsystems (San Diego, CA)
    …our clients with the navigation while using various systems associated with the broker - dealer . * Maintain minimum call handling requirements and quality review ... scores while adhering to assigned work schedule. * You will utilize the CRM (Client Relationship Management) tool to accurately record each call. * Work independently within the team to assist callers without requiring outside help. * You will participate in… more
    TEKsystems (08/20/25)
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  • WM - Client Service Associate

    Robert Half Finance & Accounting (Walnut Creek, CA)
    …service, preferably within wealth management or financial services. + Familiarity with broker - dealer platforms; experience with LPL is strongly preferred. + ... Strong communication skills and a professional demeanor. + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred). + Highly organized with strong attention to detail. + Ability to multitask, prioritize, and manage client needs… more
    Robert Half Finance & Accounting (08/20/25)
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  • Internal Auditor (Analyst, Audit)

    Lincoln Financial (Sacramento, CA)
    …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their… more
    Lincoln Financial (08/19/25)
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  • Paraplanner - RIA Firm

    Robert Half Finance & Accounting (Walnut Creek, CA)
    …in a client service or operations role within a financial services firm (RIA, broker - dealer , custodian, or bank) + Strong communication and follow-through with a ... client-first mindset + High attention to detail and comfort working across systems and custodians + Proficiency in Microsoft Office; experience with CRM or portfolio reporting software is a plus + Eagerness to learn, take initiative, and grow within a… more
    Robert Half Finance & Accounting (08/19/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Oakland, CA)
    …and services are offered through JP Morgan Securities LLC (JPMS), a registered broker - dealer and investment advisor, member of FINRA and SIPC. Annuities are ... made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, NA are affiliated companies under the common control of JPMorgan… more
    JPMorgan Chase (08/17/25)
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  • Audit Manager II- Wealth Management

    City National Bank (Los Angeles, CA)
    …Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker / Dealer , Investment Banking activities for CNB's Capital Markets, ... Registered and Unregistered Fund Vehicles, Support Functions (Operations, Compliance, Risk). Additionally, the position is responsible for maintaining and executing continuous monitoring program in accordance with audit methodology and taking into… more
    City National Bank (08/16/25)
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  • Sr. Business Analyst, Finance Data Integration

    Lincoln Financial (Sacramento, CA)
    …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their… more
    Lincoln Financial (08/15/25)
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  • Client Service Associate

    Robert Half Finance & Accounting (Walnut Creek, CA)
    …and 2+ years in client service (wealth management preferred) + Experience with broker - dealer platforms (LPL strongly preferred) + Strong communication skills and ... professional presence + Proficiency in Microsoft Office and CRM systems (Salesforce preferred) + Highly organized, reliable, and able to manage multiple priorities + Series 7 and 66 licenses are a plus, but not required Excited about this role? We'd love to… more
    Robert Half Finance & Accounting (08/14/25)
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