- City National Bank (Los Angeles, CA)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Atria Wealth Solutions (Dublin, CA)
- …24 or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations preferred ... Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union...FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving… more
- Kestra Financial (Palo Alto, CA)
- …desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and developing ... client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility and rapport both… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management Firm. This is a full-time permanent role based ... helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends… more
- Bank of America (San Francisco, CA)
- …Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel + ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Bank of America (Irvine, CA)
- …7, 63/65 or 66 or equivalent; must maintain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Bank of America (Beverly Hills, CA)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Robert Half Finance & Accounting (Fresno, CA)
- …guidance to support the organization's long-term goals. Responsibilities: * Serve as a financial advisor to the leadership team and Board of Directors, offering ... Director) with Robert Half is looking for an experienced and mission-driven Chief Financial Officer (CFO) to join a leading non-profit organization based in Fresno,… more
- Palo Alto Networks (Santa Clara, CA)
- …to drive business performance. + **Business Partnership:** Serve as a trusted financial advisor , strategic partner and provide thought leadership. Collaborate ... 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities -...Senior Manager, FP&A to join our team and lead financial planning and analysis for our Network Security Division… more
- Citigroup (Loma Linda, CA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more