- Deloitte (San Francisco, CA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, ... and/or LLM + Previous Big 4 or large CPA firm experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure… more
- Thrivent Financial (Lakewood, CA)
- …of Thrivent clients and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to ... clients and prospects. The Associate reports to and is employed/contracted by the Financial Advisor . Thrivent Investment Management Inc. is the sponsor for FINRA… more
- JPMorgan Chase (San Francisco, CA)
- …Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with ... for advisors and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients,… more
- JPMorgan Chase (Los Angeles, CA)
- …Wealth Management team, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools. The ... in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role… more
- 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 ... requests, and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units… more
- Raymond James Financial, Inc. (Walnut Creek, 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
- Bank of America (Walnut Creek, CA)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Wheeler Accountants LLP (San Jose, CA)
- …other accounting software a plus. Qualities indicative of being a client's "trusted advisor ". A combination of knowledge and practical experience with a wide array ... of financial matters that affect our clients and the ability to advise them on these issues. Position Requirements: Desire for a career in public accounting CPA… more
- 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
- HUB International (San Rafael, CA)
- …**Qualifications** **:** + Bachelor's Degree or equivalent work experience + Some Financial Services industry experience preferred but not required + Risk ... Retirement Partners, LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under advisement, and $8.5B… more