- Citigroup (San Francisco, CA)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- Umpqua Bank (Irvine, CA)
- …7 licensed employees. Accept unsolicited mutual fund and money market investment direction from clients. Series 7 licensed employees provide limited decision-making ... investment decisions. + Coordinate and assist Financial Advisor(s) with...related field is required. + Must be familiar with investment concepts and terminology, including investment vehicles,… more
- Wells Fargo (Los Angeles, CA)
- …seeking talent to join the 2026 Markets Early Career Program in Corporate and Investment Banking. Learn more about the career areas and lines of business at ... to, assume significant responsibility that may include: + Understanding each clients' investment strategy and risk appetite to build a long-term relationship with… more
- Deloitte (San Diego, CA)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide and our… more
- Bank of America (Newport Beach, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Intuit (Mountain View, CA)
- …teams across the organization to drive strategic initiatives, resource allocation and investment decisions for the technology team. As a leader on the team, ... as a mentor to junior team members and drive best practices in Investment management to the broader Finance team. The Technology Ecosystem team oversees technology… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …complex tax compliance and planning functions across a range of investment clients. You'll review tax filings, support investor communications, monitor legislative ... federal and state tax returns and supporting workpapers for investment partnerships + Ensure timely and accurate filing of...5+ years of experience with US tax compliance for investment partnerships (hedge, VC, PE, real estate funds) +… more
- BlackRock (San Francisco, CA)
- …implement develop predictive trading signals and models used for making investment decisions. Identify and utilize new alpha-enabling data and analytics technology ... occupation working in data analytics in the trading and investment domains. Requires 5 years of experience involving each...1. Working in data analytics in the trading and investment domains in market, tick data and post trade… more
- Bank of America (San Francisco, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Warner Bros. Discovery (Burbank, CA)
- …delivering the voice of the market to guide product, marketing, and investment strategies. The role includes market intelligence, genre and platform trend analysis, ... internal data into clear, actionable insights that inform product greenlights, investment decisions, and portfolio strategy + Conduct financial, statistical, and… more