- Robert Half Finance & Accounting (Mill Valley, CA)
- …and grow within the firm. Key Responsibilities: + Serve as a trusted advisor to high-net-worth clients. + Deliver tailored financial planning and investment ... Description A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both Managers and Senior Managers who are… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor . Enjoy bonuses and a lucrative ... Lead Advisors: Attend meetings, gather data, create and present financial plans. + Collect and analyze client financial... financial plans. + Collect and analyze client financial information. + Develop financial plans, investment… more
- Thrivent Financial (Lakewood, CA)
- …and prospects. The Associate reports to and is employed/contracted by the Financial Advisor . Thrivent Investment Management Inc. is the sponsor for FINRA ... and their families. Responsibilities may include working with a Financial Advisor to develop and implement business...securities licensed, or insurance licensed. Depending on role, the associate must be: + Securities registered (series 7 &… more
- JPMorgan Chase (San Francisco, CA)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Wells Fargo (Palo Alto, CA)
- …career -areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities ... role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Opportunity: Senior Client Service Associate - Multi-Family Office A prestigious, forward-thinking multi-family office based in San Francisco is ... seeking a Senior Client Service Associate to join its growing team. This firm delivers...join its growing team. This firm delivers highly customized financial solutions to ultra-high-net-worth individuals and families, including investment… more
- HUB International (San Rafael, CA)
- …toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. **We are the perfect fit if** ... Retirement Partners, LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under advisement, and $8.5B… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …thrive in a supportive, high-performance environment. Position Overview The Senior Client Service Associate will serve as a trusted advisor and primary point of ... Description Job Posting: Senior Client Service Associate - Multi-Family Office A prestigious and forward-thinking multi-family office headquartered in San Francisco… more
- Huron Consulting Group (San Francisco, CA)
- …and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job is ... industries to both US-based and multi-national organizations. Solution Offerings: * Financial Advisory to Debtor or Creditor Constituencies * Interim Management… more
- Bristol Myers Squibb (San Diego, CA)
- …opportunities uncommon in scale and scope, alongside high-achieving teams. Take your career farther than you thought possible. Bristol Myers Squibb recognizes the ... to be the global leader in radiopharmaceuticals . **Job Responsibilities:** The Associate Director of Human Resources is responsible for driving HR strategies that… more