- Robert Half Finance & Accounting (CA)
- …planning, wealth management. + CFP(R) certification required; Series 65 or equivalent preferred . + Expertise in investment strategies, financial planning, and ... Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Wealth Advisor at a RIA. This is a full-time permanent role based in Marin County… more
- JPMorgan Chase (Los Angeles, CA)
- …Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor ... over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, high-net-worth team members, and retail investors… more
- Citigroup (San Francisco, CA)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Sr. Lead is a strategic professional...to the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job… more
- Citigroup (San Francisco, CA)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Lead is a strategic professional who...to the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job… more
- TIAA (Sherman Oaks, CA)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...growth. * Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs… 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 ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- JPMorgan Chase (Irvine, CA)
- If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to ... this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal...financial plan for each client, and match clients with investment portfolios that are designed and managed by JP… more
- Southern California Edison (Pomona, CA)
- …Clean Energy Revolution Become a Distribution/Vegetation Management Asset Strategy Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. ... Assessment Mitigation Phase. As a Distribution/Vegetation Management Asset Strategy Senior Advisor , your work will help power our planet, reduce carbon emissions… more
- SAP (Palo Alto, CA)
- …great benefits, and a team that wants you to grow and succeed. Strategic Solution Advisor - Finance & Spend Location: USA West Region (Proximity to an SAP Office ... run better and improve people's lives. **What you'll do:** As a Strategic Solution Advisor specializing in Finance & Spend, you will be the customer's trusted … more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Data Engineering Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll be ... data integration pipelines (ETL) sourcing from various databases and systems. The advisor will develop programs using coding languages (ie Python, SQL, PROC SQL,… more
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