• JP Morgan Advisors - Senior Client Associate

    JPMorgan Chase (Palo Alto, CA)
    …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... their clients, delivering a personalized and smooth wealth management experience . Your contribution to a team that values strong...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
    JPMorgan Chase (12/03/25)
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  • Wealth Planner (FP)

    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 ... Since this position requires SAFE Act registration, employees are required to register and to submit to the ...equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
    Bank of America (12/22/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (San Diego, CA)
    …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
    Bank of America (12/22/25)
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  • Client Service Associate (Newport Beach, CA)

    Raymond James Financial, Inc. (Newport Beach, CA)
    …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... business summary reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client… more
    Raymond James Financial, Inc. (01/06/26)
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  • Senior Business Manager

    Bank of America (Los Angeles, CA)
    …**Job Description:** The Senior Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to ... Since this position requires SAFE Act registration, employees are required to register and to submit to the ...licenses; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
    Bank of America (12/22/25)
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  • Senior Alternative Investment Specialist - B/D…

    T. Rowe Price (San Francisco, CA)
    …the advisor sold market by expanding our relationship with financial advisors across segments into the alternative investment space. Combining entrepreneurial ... advisor preferences for both private and registered investment structures. Requirements Required : + Prior experience in private credit + Proven direct new… more
    T. Rowe Price (12/27/25)
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  • Trader - Progressive Wealth Management Firm

    Robert Half Finance & Accounting (San Ramon, CA)
    …fit for your next career move. Required Qualifications + 1-2 years of experience in financial services, preferably within an RIA, wealth management firm, or ... early‑career professional interested in both trading operations and progressing toward a Financial Advisor career path. This role provides hands‑on trading… more
    Robert Half Finance & Accounting (12/20/25)
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  • Chief Compliance Officer, Retirement & Private…

    HUB International (Encino, CA)
    …days, and eligible bonuses, equity and commissions for some positions. _ Department Legal Required Experience : 10-15 years of relevant experience Required ... financial services firm or in-house Legal team. + Experience leading a team and preferably, leading a function...leader of that function + Solid familiarity with investment advisor business activities + Experience developing, monitoring,… more
    HUB International (11/12/25)
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  • Senior Banker - San Fernando Valley West area

    Bank of America (Tarzana, CA)
    …nurturing strong relationships. * Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. * Is confident in ... and its clients and abiding by all regulatory requirements Required Qualifications: * Has a minimum of one year...Degree in business, finance, or a related field. * Experience working in a financial center where… more
    Bank of America (12/22/25)
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  • Director, Revenue Operations

    Palo Alto Networks (Santa Clara, CA)
    … experience . Public company, revenue recognition, SOX compliance experiences are required . Experience working in a publicly traded, global company with ... 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities -...she will serve as a key confidante and trusted advisor to the Senior Director of Revenue Operations and… more
    Palo Alto Networks (12/15/25)
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