- City National Bank (Los Angeles, CA)
- …in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management *… more
- US Bank (Rancho Palos Verdes, CA)
- …from Day One. **Job Description** This position is designed to be a developmental Financial Advisor at the Associate level. Under the guidance and in partnership ... with a senior advisor , this advisor will learn and develop...- Well-developed analytical and decision-making skills to provide customized investment and financial planning advice - Effective… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …+ Profit Share Jennifer Fukumae is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a Senior Wealth ... Description Senior Wealth Advisor - Independent RIA Location: Mill Valley, CA |...junior advisors, fostering a culture of excellence. + Provide financial planning and investment guidance with a… 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...(Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Serve as a trusted advisor to high-net-worth clients. + Deliver tailored financial planning and investment advisory services. + Assist in developing and ... Description A respected independent SEC Registered Investment Advisor is expanding its Wealth...close, and manage high-value client relationships. + Deliver comprehensive financial planning and investment strategies. + Mentor… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …meaningful impact in the lives of others? A nationally recognized and rapidly growing Registered Investment Advisor (RIA) firm is seeking a Lead Advisor to ... is a unique opportunity to serve as a trusted financial partner, helping clients align their wealth with their...passions and purpose. About the Role: As a Lead Advisor , you will act as a Personal CFO for… more
- Comerica (San Francisco, CA)
- …obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information ... Job Description Senior Wealth Advisor As a Senior Wealth Advisor ...+ 10 years of sales experience in personal trust, investment or financial products + 5 years… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ 4+ years of experience for Advisor role; 6+ years for Lead Advisor role, preferably in financial or estate planning. Skills & Attributes + Expertise ... Description Wealth Advisor / Lead Wealth Advisor A...client meetings and oversee execution of post-meeting action items. Financial Planning & Strategy + Prepare and present comprehensive… more
- JPMorgan Chase (Los Angeles, CA)
- …Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor ... over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, high-net-worth team members, and retail investors… more
- JPMorgan Chase (Redwood City, CA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in… more