- T. Rowe Price (San Francisco, CA)
- …understanding of the Alternatives landscape, including: competitor updates, product trends, advisor preferences for both private and registered investment ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...to expand and deepen TRP's significant presence in the advisor sold market by expanding our relationship with financial… more
- Edward Jones (Bakersfield, CA)
- …analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate + Desire ... client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are...an impact to change lives. You and your financial advisor will complement each other to create capacity and… more
- City National Bank (Los Angeles, CA)
- … investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... * INVESTMENT CONSULTANT - Remote based in CO* WHAT...accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Santander US (Los Angeles, CA)
- 2026 Investment Banking Summer Associate Program - Los Angeles Country: United States of America **Your Journey Starts Here:** Santander is a global leader and ... the possibilities **We Want to Talk to You!** **2026 Investment Banking Summer Associate Program** Santander US Corporate &...the skills and experience to become a thoughtful, strategic advisor . You'll learn the nature of client service and… more
- US Bank (Los Angeles, CA)
- …Strong in legal documents + Coordinate with internal teams (Trust Officers, Investment Consultants, Operations, Private Wealth Advisor ) to facilitate timely ... Manager leads the team responsible for account opening new accounts trust, investment , and banking platforms and legal reviews. This role requires exceptional… more
- Stanford University (Stanford, CA)
- …development, funding opportunities, or other specialty area. Activate C‑suite, investment manager, institutional investor, advisor , and regulator relationships ... to recruit speakers, sponsors, and collaborators; build an advisory bench and community of recurring contributors. * **Launch & Scale Operations:** Stand up the Institute's brand and governance; create repeatable playbooks for events, executive education, and… more
- Oracle (Sacramento, CA)
- …costs. + **Strategic Advisory:** Act as the primary financial and technical advisor on infrastructure investment proposals, capacity planning, and operational ... Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided… more
- Wells Fargo (Pasadena, CA)
- …management and investment sales environments, with a deep understanding of advisor business models, client needs, and full balance sheet strategies including ... is seeking a Market Growth Director in Wealth and Investment Management as part of Wells Fargo Advisors. This...financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director… more
- Wells Fargo (Los Angeles, CA)
- …to support the Independent Solutions Channel, which includes FiNet and Registered Investment Advisors (RIA). This role is part of the National Sales organization ... results-driven professional with deep experience in financial services and advisor engagement. The Independent Solutions Growth Director will proactively engage… 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