- Robert Half Finance & Accounting (San Francisco, CA)
- …years of experience in financial or estate planning, preferably within a professional financial services or wealth management firm + Deep expertise in ... is a unique opportunity to serve as a trusted financial partner, helping clients align their wealth ...a select group of clients, guiding them through comprehensive wealth management strategies. You'll lead client relationships,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …at Robert Half Finance and Accounting is partnering with an independent Registered Investment Advisor (RIA) and financial planning firm in Mountain View, Ca with ... over $1.2 billion in assets under management and a client base of approximately 250 high-net-worth...Support advisors in client meeting preparation, follow-up, and ongoing financial planning efforts + Coordinate with custodians and internal… more
- Umpqua Bank (Sacramento, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Sacramento, California Greenwood Village, Colorado San ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...potential solutions. + Speak to a broad knowledge of wealth management principles and estate planning strategies.… more
- Bank of America (Beverly Hills, CA)
- …prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... Private Client Advisor II Beverly Hills, California **To proceed with...Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management Firm. This is a full-time ... + 8+ years in financial or estate planning within a wealth management setting + Certified Financial Planner (CFP) designation (required) + Expertise… more
- City National Bank (Irvine, CA)
- …new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to...Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …degree required + CFP(R) designation required + Minimum of 4 years of experience in financial planning, wealth management , or related fields + Proficiency in ... point of contact for clients, helping them navigate complex financial planning strategies and ensuring their wealth ...on complex planning topics + Maintain and update the Wealth Management Scorecard for each client +… more
- CIBC (San Francisco, CA)
- …Strategies, Client Service, Customer Experience (CX), Group Problem Solving, Investment Advising, People Management , Wealth Management At CIBC, we are in ... 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… more
- Umpqua Bank (Irvine, CA)
- Financial Service Sales Assistant Wealth Management Tacoma, Washington Greenwood Village, Colorado Irvine, California **Description** **About Us:** At ... Provide administrative & operational support for one or more Financial Advisor (s) and serve as a liaison...as requested and required. + Assist Financial Advisor with client support and time management .… more
- Charles Schwab (Irvine, CA)
- …Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes ... licensed financial professional with a passion for wealth management , and a desire to grow...desire to grow under the mentorship of a seasoned advisor , this could be the role for you. **What… more