- TIAA (Pasadena, CA)
- …Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best ... Indicator: Series 65 **Required Qualifications:** + 5+ years working directly with wealth management clients **Preferred Qualifications:** + 7+ years working… more
- Wellington (San Francisco, CA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital ... are seeking a talented, driven individual to fill a Wealth Management , Alternatives distribution role in the...Management is one of the world's largest independent investment management firms. We serve as a… more
- TIAA (Walnut Creek, CA)
- …bringing a deep understanding of financial markets and a tailored approach to investment management . In this role, strategic thinking and trust-building with ... oversight, and firm-wide collaboration. **Key Responsibilities and Duties** + Lead investment management for high-value client relationships with sophisticated… more
- JPMorgan Chase (San Francisco, CA)
- …opportunity to take your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, ... part of a team of expert client advisors (bankers, global investment specialists, wealth advisors...will become comfortable speaking about our entire range of investment management and brokerage products, and you… more
- Wellington (San Francisco, CA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital ... history to 1928, Wellington Management is one of the world's largest independent investment management firms. We serve as a trusted adviser to clients in… more
- JPMorgan Chase (Palo Alto, CA)
- …well-being through tailored solutions and professional advice. Together, we will utilize the global resources of JPMorgan Wealth Management to meet our ... where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth...your skills in a fast-paced environment, supported by the global resources of one of the world's most respected… more
- HUB International (San Rafael, CA)
- …with over $134B in retirement plan assets under advisement, and $8.5B in individual wealth assets under management . With over 350 producing advisors in more than ... over 900,000 retirement plan participants, and over 21,000 individual wealth accounts. Due to rapid growth we are expanding...position that reports to the Director of Compensation of Global Retirement Partners, LLC, an SEC registered investment… more
- JPMorgan Chase (San Francisco, CA)
- …, offers US based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the ... from existing client base. + Market and implement complex investment solutions in accordance with High-Net-Worth client's investment...research meetings to stay current on all JP Morgan Wealth Management products and services. + Provides… more
- BlackRock (San Francisco, CA)
- …Strategy | Fixed Income | Vice President / Director** **Firm Overview:** BlackRock is a global leader in investment management , risk management and ... separate accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management , advisory and… more
- Citigroup (Beverly Hills, CA)
- …Help clients achieve broad financial/ investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment , risk management , and financing/liquidity needs. + Set challenging goals, regularly… more