• Private Client Advisor

    Columbia Bank (Sacramento, CA)
    Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Sacramento, California Greenwood Village, Colorado San Diego, ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...Together for better. **About the Role:** Our Private Client Advisor will work with the high and ultra-high net… more
    Columbia Bank (09/04/25)
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  • Lead Advisor for Reputable RIA

    Robert Half Finance & Accounting (San Francisco, CA)
    …Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management Firm. This is a full-time permanent role based ... helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends… more
    Robert Half Finance & Accounting (08/29/25)
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  • Capital Advisor

    CIBC (San Francisco, CA)
    …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Capital Advisor , you'll play a pivotal role in structuring complex credit ... with tailored credit solutions. + **Detail-oriented:** You're skilled in analyzing financial data and structuring complex credit facilities while adhering to risk… more
    CIBC (08/20/25)
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  • Bilingual (Mandarin) Wealth Advisor…

    Charles Schwab (San Francisco, CA)
    …this role to work on site in the specified locations.** As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... non-discretionary investment advisory solution, providing clients with a personal relationship,...or more years advisory experience, including creating and customizing financial plans and portfolios for clients + Five or… more
    Charles Schwab (09/04/25)
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  • Investment Banking Sr Analyst - Equity…

    Citigroup (San Francisco, CA)
    …Banking team. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for ... The Investment Banking Senior Analyst is an intermediate level...Francisco office. + Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans… more
    Citigroup (08/19/25)
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  • VP Investment Banker - Software

    Citigroup (San Francisco, CA)
    …for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for ... providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The VP… more
    Citigroup (06/10/25)
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  • Investment Banking Vice President…

    KeyBank (San Francisco, CA)
    …Consumer & Retail Group. * Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses. * Analyzing the financial ... Apparel sector to generate industry insights. * Act as a trusted advisor to clients and prospective clients through relationship development, industry knowledge and… more
    KeyBank (08/27/25)
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  • Financial Service Sales Assistant

    Columbia Bank (Irvine, CA)
    …provide limited decision-making investment decisions. + Coordinate and assist Financial Advisor (s) with client events by marketing, mailings, follow-up & ... Provide administrative & operational support for one or more Financial Advisor (s) and serve as a liaison...related field is required. + Must be familiar with investment concepts and terminology, including investment vehicles,… more
    Columbia Bank (09/04/25)
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  • Financial Analyst Journey

    Sacramento Municipal Utility District (Sacramento, CA)
    …role in SMUD's financial landscape. You will serve as a trusted advisor in the Treasury & Revenue Strategy Department, supporting SMUD's financial objectives ... the following areas: developing and implementing financial plans; performing financial analysis; managing and reporting of SMUD's investment portfolio;… more
    Sacramento Municipal Utility District (08/28/25)
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  • Financial Analyst 2

    Intuit (Mountain View, CA)
    …platform supports over 100 million customers in tackling their most significant financial challenges. Intuit Customer Success (ICS) and the Expert Network plays a ... CG services growth, driving business growth and profitability through strategic financial and operational leadership. The individual will also be a trusted… more
    Intuit (08/08/25)
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