- Bank of America (Newport Beach, 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
- JPMorgan Chase (San Francisco, CA)
- …identify and develop new business opportunities from existing client base. + Market and implement complex investment solutions in accordance with High-Net-Worth ... you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with...affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients,… 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 (San Francisco, 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 (Los Angeles, CA)
- …in supporting relationships between various client segments of the Commercial & Investment Bank, by leveraging JP Morgan's extensive network and resources to ... position the firm as a strategic advisor . The Business Development team collaborates across the Global Banking franchise, including Commercial Banking, Global… more
- Meta (Menlo Park, CA)
- …9. Bachelor's degree. 10. 7+ years of experience in sell-side equity research, investment banking, competitive intelligence, or market research in the technology ... an experienced Research Manager to support the Partnerships teams with leading market research and analysis efforts to inform partnership strategy, identify new… more
- City National Bank (San Francisco, CA)
- …letters when necessary * Assist the Portfolio Management team in solving client and advisor issues as it relates to Operational and logistical inquires * Act as the ... to ad hoc client requests, and manage client and advisor phone calls in the course of providing the...funds for existing clients* Keep up with the current market environment and general performance of firms investments *… more
- Microsoft Corporation (Mountain View, CA)
- …the company. **Responsibilities** Research, Analysis, & Framing + Conducts market -based research by collecting and interpreting information (eg, financial ... and strategic partner BD teams to develop and deliver market and partner insights + Establishes and maintains key...executive relationships (eg, Directors, GM-level). + Acts as an advisor to leadership on a particular area of expertise,… more
- Wells Fargo (Sacramento, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas ... . **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such as… more
- CBRE (Sacramento, CA)
- …**About Us** CBRE is the world's largest commercial real estate services and investment services firm. The CBRE Renewables Advisory group operates with the agility ... to shape the next chapter in the renewable energy market by identifying and executing tax credit, capital ...across the renewables ecosystem. + Act as a trusted advisor throughout the deal lifecycle-from initial conversations to post-closing… more