- Citigroup (Los Angeles, CA)
- …clients achieve broad financial /investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's...in a client's life and business which have significant financial implications. + Serve as a trusted advisor… more
- Umpqua Bank (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Columbia, we ... company objectives. + Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals. + Reports on… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Bachelor's degree with 2+ years in client-facing roles (family office or wealth management experience ONLY) + Strong communication skills; highly responsive ... Bay Area's most successful families. This multi-family office provides investment management , financial planning, lending strategies, and tailored family office… more
- Bank of America (Newport Beach, CA)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... + Client Solutions Advisory + Prospecting + Relationship Building + Risk Management + Financial Analysis + Leadership Development + Project Management… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …landscape. Portfolio Management + Work with One Bank partners (Treasury Management ., Capital Markets, and Wealth Management etc.) analyze, evaluate ... Credit Officers on credit requests and adhere to established Portfolio Management guidelines (ie, delinquencies, documentation preparation, financial statement… more
- BMO Financial Group (Palo Alto, CA)
- …verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product ... integrated BMO One Client focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth initiatives for the… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. As a Regional Associate, ... Functions: + Establish and maintain current and potential client and financial advisor relationships through proactive cold calls and webinars. + Schedule… more
- JPMorgan Chase (Los Angeles, CA)
- …leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a ... extensive network and resources to position the firm as a strategic advisor . The Business Development team collaborates across the Global Banking franchise,… more
- Anywhere Real Estate (San Jose, CA)
- …and experienced strategist who will help to own both external partnerships and financial modeling for our suite of companies. Successful individuals in this role can ... base salary and variable compensation. **Key Responsibilities:** * Partner Management - Support ownerships of broker-owner relationships, input, and questions… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description Paraplanner - Boutique Wealth Management Firm East Bay| Hybrid $70,000-$105,000 DOE + Discretionary Bonus + Exceptional Retirement Contributions A ... passionate about personal finance and on the path to becoming a CERTIFIED FINANCIAL PLANNER (TM) professional. Whether you're enrolled in a CFP(R) program or… more