- Bank of America (Beverly Hills, CA)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ... including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth… more
- HUB International (San Rafael, CA)
- …**:** Global Retirement Partners, LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under ... more than 120 offices throughout the United States, GRP's financial advisors provide investment services to over...Compensation of Global Retirement Partners, LLC, an SEC registered investment advisor , and is responsible for various… more
- Deloitte (Sacramento, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators… more
- CalSTRS (Sacramento, CA)
- …technical and professional staff performing the most critically sensitive and complex financial and investment accounting activities. The FA IV will collaborate ... the Director for risk and compliance matters including policy advisor to the Chief Executive Officer, Executive Staff, the...+ Knowledge of Government Accounting Standards Board (GASB) for financial reporting and investment reviews for public… more
- JPMorgan Chase (San Francisco, CA)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... policies and procedures. + Interface directly with clients and Financial Advisors to make investment recommendations, propose...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Deloitte (Los Angeles, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to… more
- Bank of America (San Francisco, CA)
- …Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel + ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors...the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model… more
- Bank of America (Irvine, CA)
- …7, 63/65 or 66 or equivalent; must maintain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT ... including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth… more
- Citigroup (Beverly Hills, 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
- Deloitte (Costa Mesa, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax… more