- Wells Fargo (Huntington Beach, CA)
- …environment * Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business * Experience building ... for the branch. In this role you will: * Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the… more
- Columbia Bank (Los Angeles, CA)
- …Pursues business development opportunities to establish, maintain, and build relationships with high - net - worth clients.This is first and foremost a sales ... team in the planning, delivery and regular review with clients. Deliver a high degree of personal contact and open communication with clients and internal team… more
- Wells Fargo (Los Angeles, CA)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... for the branch. **In this role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of… more
- Giffords (San Francisco, CA)
- …with direct major donor solicitation and securing major and principal gifts from high - net - worth individuals and foundations + Record of securing gifts ... are accepted on a rolling basis until the position is filled. Due to the high volume of applicants, no phone calls or emails, please. Duties + Responsibilities: +… more
- Comerica (Costa Mesa, CA)
- …The SA role assists one or more Financial Consultants (FC) in a Retail, High Net Worth , or Institutional capacity. Position CompetenciesSuccessful incumbents ... as licensing and firm rules allow. Qualifications Position Qualifications: + High School/GED + Advanced college degrees may count towards experience requirement… more
- Gavin de Becker & Associates (San Francisco, CA)
- …+ 3+ years of experience conducting close protection/executive protection operations for high - net - worth clients/at-risk clients. + Experience working in one ... subject-matter experts for specific assignments + Collaborate with senior leadership on high -level decisions + Plan shift schedules and make adjustments based on… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …billion in assets under management and a client base of approximately 250 high - net - worth individuals and families. Average client relationships range from ... helping ensure operational excellence. This is an excellent opportunity for a high -performing CSA with RIA experience who enjoys being client-facing and thrives in… more
- JPMorgan Chase (Los Angeles, CA)
- …assets, is a global leader in investment and wealth management. Serving institutions, high - net - worth team members, and retail investors worldwide, the ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …About the Role The Senior Wealth Manager will serve as a trusted advisor to high - net - worth clients while also playing a leadership role within the firm. ... of excellence. + Provide financial planning and investment guidance with a high level of expertise. + Contribute to strategic initiatives and business development.… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …communication skills. + Professional demeanor and ability to interact confidently with high - net - worth clients. + Punctuality and reliability. + Proficiency ... wealth management firm is seeking a Client Service Associate to join its high -touch, relationship-driven team. Located in Walnut Creek, CA, the firm serves a select… more