- Wells Fargo (Palo Alto, 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 as… more
- Wells Fargo (Los Angeles, CA)
- …this role:** Wells Fargo is seeking a 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...establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with clients' extended teams (eg, personal CFOs, attorneys, assistants) + Support new investment allocations, liquidity planning, and account structuring ... to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and...+ Collaborate with firm leadership on bespoke planning and investment strategies + Serve as a guide and mentor… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …customized financial solutions to ultra-high-net-worth individuals and families, including investment management, estate and tax planning, lending strategies, and ... point of contact for a select group of clients, acting as a trusted advisor and strategic partner. You'll lead service delivery, mentor junior team members, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …individuals and families, offering a full suite of solutions including investment management, estate and tax planning, lending strategies, and family office ... Senior Client Service Associate will serve as a trusted advisor and primary point of contact for a select...client preferences and consistently exceeding expectations. + Guide and support Client Service Associates and Analysts on shared client… more
- PagerDuty (San Francisco, CA)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more
- Anywhere Real Estate (San Francisco, CA)
- …of strategic insight, financial rigor, and cross-functional collaboration to support growth across all segments of the business. **Key Responsibilities:** ... + **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships with… more
- Robert Half Finance & Accounting (Orinda, CA)
- …meaningful impact in clients' financial lives. About the Firm This fee-only Registered Investment Advisor manages approximately $500 million in assets and is ... to professional development. The firm provides comprehensive financial planning and investment management services, always acting in the best interest of its… more
- Google (San Bruno, CA)
- …our automated financial processes, the Finance organization is an important partner and advisor to the business. The US base salary range for this full-time position ... + Partner with Business and Finance stakeholders on overall spend management, investment , Return on Investment (ROI) related technical spend. + Create… more