- Bank of America (San Francisco, 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
- CalSTRS (Sacramento, CA)
- …professional staff performing the most critically sensitive and complex financial and investment accounting activities. The FA IV will collaborate with the Director ... a backup to the Director for risk and compliance matters including policy advisor to the Chief Executive Officer, Executive Staff, the Teachers' Retirement Board and… more
- Guardian Life (Sacramento, CA)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- Wells Fargo (Beverly Hills, 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...forwarding to management for review when applicable + Utilize prior experience in the Registered Client Associate role to… more
- Deloitte (San Francisco, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and… more
- Stantec (Los Angeles, CA)
- …in the region. You will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit alongside and collaborate with ... and expertise to help develop creative solutions. - Serve as a trusted advisor to leaders by presenting multiple perspectives and challenging the status quo. -… more
- Deloitte (Los Angeles, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and… more
- CoStar Realty Information, Inc. (Los Angeles, CA)
- …on product frequency, reach and brand efficacy and highlighting return on investment using our proprietary analytic tools and reporting capabilities. Day to day, ... clients to drive advertising revenue and become a trusted advisor on all matters related to their strategic marketing...or data & analytics. + Demonstration of commitment to prior employers. + Proven track record of exceeding sales… more
- Fifth Third Bank, NA (El Segundo, CA)
- …Experience + Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met + Lead and coordinate all ... + Underwriting experience preferred. + Proven track record of partnership with investment bankers to provide strategic and capital market advice. + Strong business… more
- Deloitte (San Diego, CA)
- …6 years of work experience in corporate restructuring, Rx or distressed investment banking, commercial bank credit, and/or consulting or corporate positions with a ... employer sponsorship, now or at any time in the future Preferred: + Prior corporate finance or restructuring experience strongly preferred + MBA preferred +… more