- Umpqua Bank (Irvine, CA)
- …for one or more Financial Advisor (s) and serve as a liaison between Financial Advisor (s) and their clients. A sales assistant has a large influence on client ... Financial Service Sales Assistant Wealth Management Tacoma, Washington Irvine, California Greenwood...from clients. Series 7 licensed employees provide limited decision-making investment decisions. + Coordinate and assist Financial Advisor… more
- Sharp HealthCare (San Diego, CA)
- …operations.In conjunction with the CFO and Controller, works with medical group client's investment advisor to ensure compliance with each medical group client's ... **What You Will Do** Reporting to the Controller, the Assistant Controller is responsible for oversight of all finance,... investment policy. + INTERNAL CONTROLEnsures proper systems of internal… more
- Robert Half Office Team (San Diego, CA)
- Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory ... a wide range of responsibilities, including executive support, family office services, investment operations, and client service. This role serves as a key liaison… more
- City National Bank (Los Angeles, CA)
- …SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers supporting ... representatives of City National Securities. Provide training for Financial Advisors, Investment Relationship Officers, Assistant Investment Officers, and… more
- PagerDuty (San Francisco, CA)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more
- Bank of America (Walnut Creek, 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
- AECOM (Oakland, CA)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... a motivated professional for the Office of the Deputy Assistant Secretary of the Navy (Energy) to support the...and mission objectives. + Serve as a senior policy advisor providing expert guidance and senior level staff support… more
- Google (San Francisco, CA)
- …of experience in business development, partnerships, management consulting, or investment banking, in the Consumer Electronics, Auto, OEMs, Telecom, ... current and future business opportunities for our partners by building trusted- advisor relationships with C-Suite and executives at partner organizations, is… more
- Google (Mountain View, CA)
- …of experience in business development, partnerships, management consulting, or investment banking, in the Consumer Electronics, Auto, Original Equipment ... and future business opportunities for our partners by building trusted- advisor relationships with C-Suite and executives at partner organizations, knowledgeable… more