- Bank of America (San Jose, CA)
- …focused and effective. **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning ... equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)...they support + SAFE ACT Registration; ADV-2B Required + CFP (R) or CPWA(R) designation and/or maintain at least one… more
- City National Bank (Los Angeles, CA)
- …that financial plans are developed and maintained with the support of Financial Advisor partner. * Ensure that regular, tailored investment and relationships ... Specialty Banking Relationship Managers and personal outreach efforts. Provides integrated financial services and advice to clients including: banking, credit, asset… more
- JPMorgan Chase (San Francisco, CA)
- … + 7 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Knowledge of issues relating to securities-based compensation ... & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating… more
- JPMorgan Chase (Palo Alto, CA)
- … + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual planning and ... & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating… more
- University of Southern California (Los Angeles, CA)
- …maintaining compliance with regulatory standards. This position serves as executive advisor for facility issues, provides leadership and direction to subordinate ... and supports the organizations efforts in meeting or exceeding strategic financial and operational objectives. The Administrative Director will also serve as… more