- Robert Half Finance & Accounting (CA)
- Description 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 ... and competitive perks. Responsibilities: + Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and … more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Financial Analysis & Regulatory Support, Senior Advisor at Southern California Edison (SCE) and build a better ... for everyone. As a Financial Analysis & Regulatory Support, Senior Advisor , your work will help power...financial or operational impact to the organization. Monitors capital investment for all authorization levels and ensure all revisions… more
- M&T Bank (Costa Mesa, CA)
- …solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, ... manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of...growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Wealth Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join ... Key Responsibilities Client Relationship Management + Serve as a trusted advisor to high-net-worth clients, delivering personalized financial planning and … more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both Managers and Senior Managers ... and grow within the firm. Key Responsibilities: + Serve as a trusted advisor to high-net-worth clients. + Deliver tailored financial planning and investment … more
- US Bank (Rancho Palos Verdes, CA)
- … Advisor at the Associate level. Under the guidance and in partnership with a senior advisor , this advisor will learn and develop skills to consult with ... of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then provide customized… more
- BMO Financial Group (Los Angeles, CA)
- …products and services. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... Provides financial and investment planning and advice in collaboration with other...group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks… more
- JPMorgan Chase (Los Angeles, CA)
- …prospects for our products and services and establish relationships with senior investment professionals at these organizations **Required** **Qualifications, ... Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor… 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...required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required… 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
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