- Bank of America (San Francisco, CA)
- …results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client ... to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more
- 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 ... of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal...marketing strategy and builds presentations on behalf of the Financial Advisor (s) + Ad Hoc service requests… more
- JPMorgan Chase (San Francisco, CA)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Bank of America (Walnut Creek, CA)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Bank of America (Newport Beach, CA)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Bank of America (Newport Beach, CA)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the… more
- JPMorgan Chase (Palo Alto, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning , financial planning and planning in related areas for individuals ... experience with tax and wealth transfer strategies; familiarity with financial planning , investments, corporate executive issues and...of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with… more
- Bank of America (Carlsbad, CA)
- …focused and effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client ... relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing… more
- City National Bank (San Francisco, CA)
- …CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...Ultra High Net Market markets * Working knowledge of financial planning , investment and/or HNW economic issues… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …This firm is known for delivering white-glove service across wealth management, financial planning , lending strategy, and family office services. Client ... is seeking a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families.… more