- Citigroup (Downey, CA)
- …new recruits **Qualifications and Skills:** . 5-8 years of experience serving in a financial advisory capacity . Experience in a proactive, successful sales and ... at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R)...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- JPMorgan Chase (Los Angeles, CA)
- …of experience in financial services including, but not limited to, financial planning, goals-based investing, financial advisory at a broker-dealer, ... with an integrated client service team to provide clients with a detailed financial plan. Utilizing JP Morgan's proprietary Wealth Plan software, the PWP guides… more
- Mizuho Corporate Bank (San Francisco, CA)
- …are directly involved in the design, origination, structuring and execution of financial advisory , global capital markets, financial risk management, ... financing + Evaluate risk/return parameters of financing transactions + Financial modeling, valuation, comparable & relative value analyses and market-specific… more
- Educational Testing Service (Sacramento, CA)
- …(market analysis, prospecting, deal sourcing, due diligence negotiations, legal documentation, financial modeling, financial advisory and valuation of ... business enterprise, with core activities including corporate strategy, competitive analysis, financial planning and investment management. The position will be part… more
- Huron Consulting Group (Los Angeles, CA)
- …all industries to both US-based and multi-national organizations. Solution Offerings: * Financial Advisory to Debtor or Creditor Constituencies * Interim ... areas of restructuring & turnaround consulting with distressed clients, corporate financial restructuring, or banking crisis management - High-level of proficiency… more
- City National Bank (Los Angeles, CA)
- …enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy to succeed. * Establish ... Minimum 7 years of experience in a related field ( financial services, CRM / customer relationship management * Salesforce.com...City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …+ Provide proactive, high-touch service aligned with the firm's holistic wealth philosophy. Financial Planning & Investment Advisory + Develop and implement ... or 8 years (Senior Wealth Manager) of experience in financial planning, wealth management, or investment advisory ....in financial planning, wealth management, or investment advisory . Certifications & Licensing + Certified Financial … more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …+ Serve as a trusted advisor to high-net-worth clients. + Deliver tailored financial planning and investment advisory services. + Assist in developing and ... related field. + Minimum 5 years of experience in financial planning or investment advisory . + CFP(R)...of experience in financial planning or investment advisory . + CFP(R) designation required. + Strong interpersonal and… more
- Bank of America (San Francisco, CA)
- …and externally + Strong FinTech industry knowledge **Skills:** + Client Solutions Advisory + Financial Analysis + Loan Structuring + Risk Management ... are guided by a common purpose to help make financial lives better through the power of every connection....(CO) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital… more
- Truist (San Francisco, CA)
- …activities may change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to ... clients with $75MM to $500MM in annual sales. Leverage Industry and Advisory teammates as appropriate to create the optimal client experience. **ESSENTIAL DUTIES… more