- Sands Investment Group (Santa Monica, CA)
- …real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and be a ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Navy Federal Credit Union (San Diego, CA)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
- Umpqua Bank (Sacramento, CA)
- …+ 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor Representative, or wealth ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- JPMorgan Chase (San Gabriel, CA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- Charles Schwab (San Diego, CA)
- …Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. ("SWAI"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc. You ... Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship,...and liquidity needs. As a Sr. Manager, Sr. Wealth Advisor , you will work with clients to build a… more
- Atria Wealth Solutions (Dublin, CA)
- …www.cusonet.com . CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving the ... Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. About Patelco Credit Union Patelco… more
- Citigroup (San Francisco, CA)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Sr. Lead is a strategic professional...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
- Citigroup (San Francisco, CA)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Lead is a strategic professional who...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
- JPMorgan Chase (San Francisco, CA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...and interacting with our clients to offer the best investment solutions to meet their financial needs. As a… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …and rebalancing tools (eg, Tamarac) + Background in wealth management or Registered Investment Advisor (RIA) firms + Exposure to automation or scripting of ... role is essential to the smooth execution of our investment management process and offers a unique blend of...problem-solving, and the ability to communicate effectively with advisors, investment and operations staff. What You'll Do + Own… more