- 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
- 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)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax… more
- Intuit (Mountain View, CA)
- …financial and operational leadership. The individual will also be a trusted advisor to the Expert Network leadership team, influencing strategic decisions on ... or equivalent tenure from related positions in corporate finance, consulting, or investment banking + Advanced Proficiency in Microsoft Excel to analyze complex… more
- CBRE (San Diego, CA)
- …client management skills, deep experience in sustainability within real estate investment management, and a passion for driving ESG performance and decarbonization ... and reporting. - Manage client relationships and serve as a trusted advisor on sustainability topics. - Oversee GRESB reporting processes and ensure timely,… 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
- 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)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… more
- Intuit (Mountain View, CA)
- …In this role, you will be a senior program leader and trusted advisor , responsible for shaping how SBG PD sets priorities, allocates resources, and executes ... deliver data-driven insights that enable quick and informed decision-making, and ensure investment choices maximize impact for customers, employees, and Intuit as a… more