- Robert Half Finance & Accounting (Marin County, CA)
- …Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Wealth Advisor at a respected RIA in Marin County. This is a full-time, permanent role ... personal fulfillment, and long-term security. Known for its collaborative, client -centered culture, the firm empowers advisors to build lasting relationships… more
- Raymond James Financial, Inc. (San Diego, CA)
- …Responsibilities:** Become trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as a team candidate, the team will ... and required production. * Provides a high level of client service. * Manages the full scope of a...of influence and developing niches. * Recommends investment products, solutions , and services that are suitable for prospects and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Lead Wealth Advisor at a RIA. This is a full-time permanent role based in San Francisco ... and globally respected asset management firm known for delivering diverse financial solutions to investors worldwide. This is your chance to be part of… more
- RGP (Los Angeles, CA)
- …Strong Client Relationships: Cultivate and maintain trusted relationships with key client stakeholders. Serve as a strategic advisor to expand account ... RGP to deliver value. + Act as a Trusted Advisor : Be the expert on RGP's business model, value...proposition, and risk management approach. Clearly communicate how RGP solutions address specific client needs and business… more
- PNC (Sacramento, CA)
- …have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Sacramento, CA. Financial Advisors ... of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our...an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Wealth Advisor at a RIA. This is a full-time permanent role based in Marin County ... with a Hybrid schedule. Our client is a client -first financial services firm...perks. Responsibilities: + Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial… more
- Pinkerton (Sunnyvale, CA)
- …and management on loss prevention tactics, polices, and procedures. + Serve as an advisor and partner closely with client stakeholders and store operations teams ... provide enterprise risk management services and programs specifically designed for each client . Pinkerton employees are one of our most important assets and critical… more
- JPMorgan Chase (Irvine, CA)
- …in building that experience, this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will ... or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are...help to maintain those relationships + * Utilize a " solution -oriented" mindset to work towards best possible outcomes for… more
- Citigroup (San Francisco, CA)
- …competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our Lending Advisors partner with Citi ... **Responsibilities include** : + Lead the West Coast Lending Advisor Team in establishing and executing the expansion strategy...the expansion strategy across the region to deliver creative solutions to clients. + Curate a high performing team… more
- CGI Technologies and Solutions, Inc. (Los Angeles, CA)
- …achieve revenue growth targets * Leverage a strong personal network to establish and deepen client relationships * Act as a trusted advisor to client ... pipeline development, and closing complex IT consulting deals * Ability to challenge client assumptions, drive innovative solutions , and position CGI as a market… more