- Bank of America (Los Angeles, 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
- Deloitte (Costa Mesa, CA)
- …team and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify ... solid understanding of partnership allocation methodologies, Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity… more
- Sacramento Municipal Utility District (Sacramento, CA)
- …requirements are met, focusing on commercial and merchant banking, investment portfolio management, liquidity and cash management, commercial paper program, ... program, a $750 million to $1 billion fixed income investment portfolio, and SMUD's commercial banking operations. As the...SMUD's financial landscape. You will serve as a trusted advisor in the Treasury & Revenue Strategy Department, supporting… more
- JPMorgan Chase (San Francisco, CA)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and… more
- Citigroup (Beverly Hills, CA)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- Citigroup (Los Angeles, CA)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- JPMorgan Chase (San Francisco, CA)
- …and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout ... collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm… more
- Wells Fargo (Palo Alto, 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… more
- Citigroup (Los Angeles, CA)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- Wells Fargo (San Francisco, CA)
- …. **In this role, you will:** + Serve as an expert advisor to lead highly complex and substantial cash flow and real estate ... Fargo's business objectives, and represent the company externally; serve as an expert advisor to leadership, represent the company externally as an expert and act as… more