- Robert Half Finance & Accounting (Mountain View, CA)
- …with minimal turnover and a clear career path to becoming a Lead Advisor . Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities: + Partner ... Collect and analyze client financial information. + Develop financial plans, investment policies, and portfolio reports. + Implement and monitor plans, coordinating… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …have the freedom to build your practice with full firm support. Job Title: Financial Advisor Location: San Ramon, CA | On-site (initially 5 days a week for training; ... on LinkedIn for the fastest consideration or to learn about other finance and investment roles that may align with your background. Robert Half is the world's first… more
- Oracle (Sacramento, CA)
- …Flexible 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 ... Responsibilities: . Customer Advocacy & Executive Engagement o Serve as a trusted advisor to CISOs and other security executives in all industry sectors across… more
- Insight Global (San Francisco, CA)
- …of $3M. This role works with individuals and businesses to meet long-term investment and financial goals including retirement and estate planning with a strong ... skills as you will help drive and close new business. We are a company committed to creating diverse and inclusive environments where people can bring their full,… more
- 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
- 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
- JPMorgan Chase (Los Angeles, CA)
- …Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor ... trillion in client assets, is a global leader in investment and wealth management. Serving institutions, high-net-worth team members,...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- JPMorgan Chase (Westminster, 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...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- Santander US (Los Angeles, CA)
- …goals. Whether it is raising capital for an expansion or buying another company , investment bankers provide innovative and creative financial solutions for all ... 2026 Investment Banking Summer Associate Program - Los Angeles...the skills and experience to become a thoughtful, strategic advisor . You'll learn the nature of client service and… more
- PNC (Irvine, CA)
- … and fiduciary administrative activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor . Executes activities required by ... valued and have an opportunity to contribute to the company 's success. As a Portfolio Associate - PNC Institutional...and compliance related issues for assigned accounts. Communicates with Investment Advisor and Fiduciary Advisor ,… more