- ICF (Los Angeles, CA)
- …Flexible workplace arrangements and a strong work-life balance + **Community investment :** Donation matching and volunteer opportunities + ** Investment in ... you:** Tuition reimbursement, 401k matching, Employee Stock Purchase Plan, and access to professional development resources + **And many more** (ask your recruiter for details!) **What you will be doing:** + Lead and adapt portfolio and program design,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Allocation, and Vocational Freedom Analysis. + Provide strategic recommendations across investment management, estate planning, tax planning, and risk management. + ... Skills & Attributes + Expertise in estate, tax, retirement, insurance, investment , and cash flow planning. + Strong organizational, leadership, and communication… more
- ICF (Los Angeles, CA)
- …+ **Quality of life:** Flexible workplace arrangements, work-life balance + ** Investment of the community:** Donation matching, volunteer opportunities + ** ... Investment in you:** Tuition reimbursement, access to professional development resources, 401k matching, Employee Stock Purchase Plan + **And many, many more** (Ask… more
- Wells Fargo (Pasadena, CA)
- …guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty ... expand current relationships and coaches on business development and develop investment strategies + Review documents, negotiate fees, and approve discretionary… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …close to 1,400 Financial Advisors across all 50 states. Dunham & Associates Investment Counsel, Inc., a subsidiary of Dunham, is an independently owned, registered ... Broker/Dealer and Investment Adviser helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined… more
- City National Bank (Los Angeles, CA)
- …to incoming and outgoing wire transfers. * Responsible for processing investment transactions and reconciling account information; * Reviewing system records and ... and analysis of data related interest/dividend * Ability to deal with Investment Managers and brokers in difficult situations. * Ability to interpret documentation… more
- CalSTRS (Sacramento, CA)
- …Management & Legal Operations, Information Security Office, Legal Services, Investment Counsel, and Litigation Services. The Information Security Office (ISO) ... Reform Act (https://www.fppc.ca.gov/the-law/the-political-reform-act.html) , which require disclosure of certain investment information and use of a designated trading platform… more
- LinkedIn (San Francisco, CA)
- …listening and thoughtful discovery to uncover customer's buying motivators, decision criteria, investment propensity and who's who in the buyer's circle + Gain ... & negotiating commercial agreements + Use data and insights to support investment recommendations or overcome customer objections + Identify an accurate path to… more
- BMO Financial Group (San Francisco, CA)
- …is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to ... will bring a strong understanding of US equity markets, current investment themes, and product offerings, while effectively communicating differentiated research,… more
- JPMorgan Chase (El Segundo, CA)
- …you with the opportunity to take your career to the next level. As an Investment Professional in the US Private Bank, you will provide integral daily support to ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more