- Wells Fargo (Irvine, CA)
- …role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such...as critical to the success of our customers and company . They are accountable for execution of all applicable… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… 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
- NTT America, Inc. (Sacramento, CA)
- …that balance speed, cost, power access, and risk. + Serve as a strategic advisor within the Global Development, Investment , and Product teams, providing deep ... **Make an impact with NTT DATA** Join a company that is pushing the boundaries of what...capacity readiness. + Oversee the preparation and approval of investment cases, ensuring each project's commercial, technical, and financial… more
- Stanford University (Stanford, CA)
- …the school's long-term priorities and financial sustainability. + Oversee the Trust's investment portfolio, including early-stage and growth company holdings, in ... to serve as the **Chief Operations & Financial Officer** , the school's principal advisor to the Dean on all financial and administrative matters. This role provides… more
- Citigroup (Los Angeles, CA)
- …also support firms, and we offer a range of specialized capabilities both for your company and your employees. Whether it's access to a Private Banker as a corporate ... business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. +… more
- Anywhere Real Estate (San Francisco, CA)
- …collaboration with venture partners, and build high-impact business plans for each new company . We are looking for a passionate and ambitious strategist who will ... Own the P&L for this new business line, including investment in both new and existing ventures. Partner with...field leaders and finance support to iterate on each company 's business plan, forecasts, and scenario planning of potential… more
- Abbott (Alameda, CA)
- …a full life. You'll also have access to: + Career development with an international company where you can grow the career you dream of. + Employees can qualify for ... free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next...convenient path to getting a bachelor's degree. + A company recognized as a great place to work in… more
- Bank of America (Irvine, 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
- Bank of America (San Jose, 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