- US Bank (Patterson, CA)
- …discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and ... delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist… more
- City National Bank (Irvine, CA)
- TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... solutions; current trust administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervolves… more
- Edward Jones (Ontario, CA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …+ Profit Share Jennifer Fukumae is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a Senior Wealth ... Description Senior Wealth Advisor - Independent RIA Location: Mill Valley, CA |...a culture of excellence. + Provide financial planning and investment guidance with a high level of expertise. +… more
- US Bank (Rancho Palos Verdes, CA)
- …Day One. **Job Description** This position is designed to be a developmental Financial Advisor at the Associate level. Under the guidance and in partnership with a ... senior advisor , this advisor will learn and develop...securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then… more
- Citigroup (San Francisco, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and… more
- Citigroup (Downey, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...Outlook, and Word) and experience in financial planning software preferred . Basic understanding of investment and… more
- City National Bank (San Francisco, CA)
- … investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and...accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Atria Wealth Solutions (Dublin, CA)
- …www.cusonet.com . CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving the ... 24 or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations preferred … more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Capital Planning, Data Engineering Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this ... shaping how the organization leverages data to drive smarter, faster infrastructure investment decisions. This technical leader will design and build robust APIs and… more