- City and County of San Francisco (San Francisco, CA)
- …to travel globally up to 20% of the time. + Possession of Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation. + ... 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
- PennyMac (Westlake Village, CA)
- …Pennymac may invest in or manage, which in turn are utilized in investment analysis, business forecasting and planning, and financial reporting + Communicate ... PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform...Day The First Vice President Capital Markets Valuations and Investment Analysis is responsible for developing and maintaining the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … plans. + Collect and analyze client financial information. + Develop financial plans, investment policies, and portfolio reports. + Implement and monitor ... or email for immediate consideration and additional info. Requirements + 2+ years of financial planning experience in a RIA + Must be at least already in the… more
- Principal Financial Group (San Francisco, CA)
- …build a career in asset management distribution if you are interested in financial markets, investment capabilities and engaging with others in a collaborative ... + Strong work ethic, self-motivated, driven and collaborative + Passionate about financial markets and investment offerings; ability to understand and articulate… more
- City National Bank (Los Angeles, CA)
- …required * Minimum of 10 years of experience at a major law firm ( financial services or investment management practice), in-house legal department of a ... wealth management operations and subsidiaries. Substantial expertise in advising registered investment advisers and broker-dealers is essential as is the ability to… more
- City National Bank (Los Angeles, CA)
- …in the financial markets, and make necessary adjustments to their investment strategies. Communicate strategic shifts in the marketplace. * Team effectively with ... product sales role over a multi-year period. * Strong understanding of financial planning and the investment process including familiarity with mapping clients'… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Advisor will serve as a trusted resource for high-net-worth clients, providing comprehensive financial planning and investment advice. Acting as the first point ... Description Financial Advisor San Francisco, On-stie Up to $149,000...and relationship management. + Review portfolios and deliver tailored investment recommendations. + Prepare comprehensive meeting materials, including cash… more
- Citigroup (Beverly Hills, CA)
- …solutions to strengthen relationships with the firm. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + ... developments and current global market conditions. + Present and communicate complex financial concepts and investment strategies with the highest degree of… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …+ Serve as a trusted advisor to high-net-worth clients, delivering personalized financial planning and investment advice. + Independently manage a book ... high-touch service aligned with the firm's holistic wealth philosophy. Financial Planning & Investment Advisory + Develop and implement financial plans… more
- Citigroup (Los Angeles, CA)
- …solutions to strengthen relationships with the firm. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + ... deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive...Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging… more