- JPMorgan Chase (San Francisco, CA)
- …reviews on a regular basis in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in accordance with ... resources of one of the largest and most respected financial firms in the world. Our small size and...customize solutions tailored to clients' specific needs. As an Investment Associate in JP Morgan Advisors, you will work… more
- Citigroup (San Francisco, CA)
- …Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client ... experience in financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter,… more
- Citigroup (Downey, CA)
- …Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client ... experience in financial planning software preferred . Basic understanding of investment and financial planning strategies preferred . Must be a self-starter,… more
- Edward Jones (Irvine, CA)
- …and time management skills **Can you see yourself ** + Providing personalized investment and financial solutions to clients? + Cultivating relationships in your ... the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment,...solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency… more
- Educational Testing Service (Sacramento, CA)
- …business enterprise, with core activities including corporate strategy, competitive analysis, financial planning and investment management. The position will be ... documentation, transaction closing, portfolio Board of Director representation and financial exits/liquidations. Transactional Investment & Strategic Planning… more
- Navy Federal Credit Union (San Diego, CA)
- …administrative support to clients/potential clients, third parties (eg, merchants, financial institutions, etc.), and employees including Investment Advisors ... Shadow team members to provide a venue for the financial services support experience + Collaborate with team members...with team members to understand the business process of financial services support + Conduct research on reference material… more
- Intuit (Mountain View, CA)
- …execute organizational strategy, ensuring agility in adapting to changing business needs. ** Financial Operations & Investment Management** + Own financial ... resources. + Partner with Finance and Procurement to drive efficient, value-maximizing investment strategies. + Ensure financial discipline, risk mitigation, and… 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 ... Independently source, close, and manage high-value client relationships. + Deliver comprehensive financial planning and investment strategies. + Mentor and train… more
- JPMorgan Chase (San Francisco, CA)
- …experience within a commercial real estate firm or other area of financial services ( Investment Management, Commercial Banking, Business Banking or Insurance) ... You will also analyze commercial real estate cash flow and valuation, model various financial scenarios to select the best mortgage product for the client, and guide… 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...+ Apply an in-depth level of knowledge in key investment and financing products. **Qualifications:** + 15+ years of… more