- City National Bank (Los Angeles, CA)
- …Business Banking (PBB) Bank * Responsible for revenue production goals related to advisory services and securities products. * Assist in developing new ... assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for...a BA or equivalent 8 years of experience in financial services or an MBA and 3-5… more
- Deloitte (Los Angeles, CA)
- …strategy to execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, ... every step of the way, helping them navigate new challenges, avoid financial pitfalls, and provide practical solutions at every stage of their journey-before,… more
- City National Bank (Los Angeles, CA)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... *LEAD CLIENT SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee the...Advisory Program accounts and work directly with clients, Financial Advisors and CNS Investment Operations to open, fund,… more
- Citigroup (San Francisco, CA)
- …including mergers & acquisitions, capital raising and other strategic financings to corporate, financial service and public sector clients. **We provide you with ... work experience + You have a working knowledge of financial markets and global business as well as experience...communication, planning, and organizational skills + Passion for client service and a dedication to deliver the best results… more
- KeyBank (San Francisco, CA)
- …Functions: * Leading teams of Associates and Analysts in the provision of financing and advisory services to clients as well as the creation and preparation of ... Consumer & Retail Group. * Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses. * Analyzing the financial … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …You Might Be a Fit If You: + Have 3+ years in public accounting (audit, advisory , or transaction services ) + Hold your CPA (or are in the final stretch) ... be for you. Senior Associate - M& A / Financial Due Diligence San Francisco (Hybrid) $90K-$120K + Bonus...+ Bonus + Full Benefits A growing M& A advisory firm in SF is hiring a Senior Associate… more
- Wells Fargo (Los Angeles, CA)
- …research, participating in strategic planning and assisting in the execution of advisory services + Conducting financial analysis, preparing credit ... Teams** Provides a full range of investment banking and advisory services to clients in the following...& Power + Financial Institutions Group + Financial Sponsors + Healthcare + Industrials +… more
- Therma LLC (San Jose, CA)
- …costs, reduce carbon emissions, and enhance occupant well-being and productivity. From advisory services and design to construction and ongoing maintenance, we ... mechanical construction landscapes in California. Renowned for outstanding client service and attention to detail, we balance innovative, facility-specific solutions… more
- Robert Half Finance & Accounting (San Jose, CA)
- … Associate - Wealth Management Are you passionate about delivering exceptional client service in the financial services industry? A well-established and ... investment advisory firm is seeking a Client Service Associate to join its dynamic team. This is...plus + Minimum of 5 years of experience in financial services , preferably in wealth or asset… more
- City National Bank (Los Angeles, CA)
- …management practice), in-house legal department of a financial institution or advisory firm, and/or financial services regulatory agency or commensurate ... business lines, including investment management, brokerage, and custody within a bank, advisory firm, or other financial services firm. *Additional… more