- City National Bank (Beverly Hills, CA)
- …high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, ... *Required Qualifications** * Bachelor's Degree * Minimum 7 years of financial experience preferably in Investment Management * 3 years of experience in the High… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT RELATIONSHIP OFFICER* WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... Investment Advisory Program accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and… more
- Two95 International Inc. (San Francisco, CA)
- … analysis methods for business decisions, finance, accounting, business statistics, marketing, investment , financial forecasting and marketing at a high level + ... Hi, Title - Vice President, Investment Banking - Technology Position - Fulltime Location...public private securities offerings, valuation analysis, business plans, and financial projections + Leverages Firm's capital markets, proprietary research… more
- Navy Federal Credit Union (San Diego, CA)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals ... as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent ... Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and… more
- City and County of San Francisco (San Francisco, CA)
- …process when candidates are referred for hiring. * Experience with quantitative investment and financial modeling for multiple asset classes and strategies. ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement...Economics or similar field, or possession of the Chartered Financial Analyst designation, may be substituted for an undergraduate… more
- San Francisco Federal Credit Union (San Francisco, CA)
- … financial solutions to clients by offering a range of investment /insurance solutions * Delivering needs based, comprehensive financial solutions by ... diploma or equivalent (Bachelor's Degree Preferred) Minimum of three (3) years investment sales experience (preferably in a financial institution) Computer… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment ... and meets minimum performance and production standards. * Stays abreast of investment products, industry rules and regulations, and financial planning. *… more
- Nuveen Investments (Fresno, CA)
- …Business Development, Client Relationship Management, Collaboration, Data Analysis, Financial Modeling, Investment Reporting Oversight, Investments, ... investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of… more
- BMO Financial Group (Los Angeles, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest ... targets for new asset sales, joint appointments, fee-based sales, and financial planning. + Implements business development strategies to acquire new business… more
- Bank of America (Goleta, CA)
- …partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and ... Financial Solutions Advisor- CA Coastal Market Camarillo, California;San...least one year experience in the investments industry, including investment training and in-depth knowledge of investment … more