- Comerica (San Francisco, CA)
- …professionals providing exceptional client experience with a robust platform of investments , credit, trust and planning solutions. We offer a competitive ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… more
- Stanford University (Stanford, CA)
- …Health Care (SHC), pediatric-focused Stanford Medicine Children's Health (SMCH), as well as community partners to achieve our mission. The DFA must be an experienced ... department and school. Working closely with senior leadership anticipates financial investment and staff capabilities to meet these requirements. . Develop financial… more
- Edward Jones (Irvine, CA)
- …complement each other to create capacity and provide value to your community . **Job Overview** **Position Schedule:** Full-Time Branch Address: 4250 Barranca Pkwy ... thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency and adaptability… more
- BMO Financial Group (Woodland, CA)
- …both sales and service needs (eg everyday banking, retail investments , lending solutions, home financing (including business-for-self applications)), and small ... reaching out, generating appointments, and building new relationships within the community . + Addresses questions and resolves issues raised through consumer credit… more
- Columbia Bank (Los Angeles, CA)
- …expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary role is to pursue business development opportunities, ... new relationships through referrals from clients and Center of Influences, personal community involvement and from internal partners. + Profile the full spectrum of… more
- Wellington (San Francisco, CA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...believe that in person interactions inspire and energize our community and are essential to our culture. In support… more
- Charles Schwab (Los Angeles, CA)
- …+ Relationship management experience in the private wealth and/or investment management industries + Experience serving advisors to multi-generational households ... needs, especially where there is competitive risk. + Basic understanding of investments (publicly and non-publicly traded), common ultra-high net worth tax planning… more
- JPMorgan Chase (San Francisco, CA)
- …in making a substantial difference in our clients' lives and the wider community . **Job responsibilities:** + Own the client onboarding and account maintenance for ... collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Wealth Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its ... and families, while fostering a culture of personal fulfillment, empowerment, and community engagement. This opportunity is ideal for financial advisors who are… more
- City National Bank (Irvine, CA)
- …(CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust ... and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio… more
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