• Client Associate

    Wells Fargo (Fresno, CA)
    …role you will:** + Answer phones and greet and direct visitors + Assist Financial Advisor (s) colleagues with service and operational related activities such as ... Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
    Wells Fargo (09/05/25)
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  • Business Development Associate- Capital & Advisory…

    JPMorgan Chase (Los Angeles, CA)
    …in supporting relationships between various client segments of the Commercial & Investment Bank, by leveraging JP Morgan's extensive network and resources to ... position the firm as a strategic advisor . The Business Development team collaborates across the Global Banking franchise, including Commercial Banking, Global… more
    JPMorgan Chase (09/01/25)
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  • Manager 3, Tech Strategy & Planning

    Intuit (Mountain View, CA)
    …execute organizational strategy, ensuring agility in adapting to changing business needs. ** Financial Operations & Investment Management** + Own financial ... you will be a senior program leader and trusted advisor , responsible for shaping how SBG PD sets priorities,...Partner with Finance and Procurement to drive efficient, value-maximizing investment strategies. + Ensure financial discipline, risk… more
    Intuit (09/01/25)
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  • Citi Wealth at Work / Law Firm Group - Banker…

    Citigroup (Los Angeles, CA)
    …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... to strengthen relationships with the firm. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + Develop… more
    Citigroup (07/15/25)
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  • Senior Registered Client Associate

    Wells Fargo (Beverly Hills, CA)
    …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
    Wells Fargo (09/04/25)
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  • Wealth Management Client Associate

    Bank of America (Santa Barbara, CA)
    …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth… more
    Bank of America (08/28/25)
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  • Registered Wealth Management Client Associate

    Bank of America (Los Angeles, CA)
    …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth… more
    Bank of America (08/08/25)
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  • Planner/Lead Planner (DOE)

    Robert Half Finance & Accounting (Mountain View, CA)
    …deepening client relationships, coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, ... of personalized financial plans, estate strategies, cash flow analyses, and investment reviews. + Serve as a primary relationship manager for clients, providing… more
    Robert Half Finance & Accounting (08/28/25)
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  • Deputy Director of Finance and Administration…

    City and County of San Francisco (San Francisco, CA)
    …one of six Deputy Directors, this position will function as the Chief Financial Officer responsible for developing and implementing the Port's Strategic Plan through ... administrative organization and has a critical role in shaping the Port's financial health, operational effectiveness, and strategic future. This is more than a… more
    City and County of San Francisco (08/14/25)
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  • Client Service Associate for Multi Family Office

    Robert Half Finance & Accounting (San Francisco, CA)
    …a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is ... known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services. Client Associate - Multi Family… more
    Robert Half Finance & Accounting (08/30/25)
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