- Umpqua Bank (San Diego, CA)
- …Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the ... business opportunities through networking, referrals, and strategic outreach. + Manage investment portfolios in accounts and assigned accounts within the confines of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Corporate Accounting Associate We're working with an industry-leading investment management firm in San Francisco that's seeking a Corporate ... Accounting Associate to play an integral role in their accounting...the Company: This organization is the largest pure-play responsible investment firm in the US, managing billions in assets… more
- JPMorgan Chase (San Francisco, CA)
- …three-year program, top performing Analysts will have the opportunity to make Associate by participating in an assessment center. Promotional opportunities within JP ... as part of a team of expert client advisors (bankers, global investment specialists, wealth advisors and lending advisors). Banker Analysts support Senior Bankers… more
- Bank of America (Newport Beach, 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
- BlackRock (San Mateo, CA)
- …and implement advanced AI and machine learning solutions to optimize investment strategies, mitigate risks, and enhance trading workflows. Leverage expertise in ... Mathematics, or a related field and four (4) years of experience as an Associate , Data Science; Associate , Aladdin Product Group; Analyst, Aladdin Product Group;… more
- BlackRock (San Francisco, CA)
- …or a related quantitative field and three (3) years of experience as an Associate , Senior Consultant, Senior Associate , Senior Quantitative Analyst; or a related ... field and five (5) years of progressively responsible experience as an Associate ; Senior Consultant, Senior Associate , Senior Quantitative Analyst; or a… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description Job Posting: Financial Planning Associate - Wealth Management A well-established, people-first wealth management firm in the East Bay is seeking a ... passionate and detail-oriented Financial Planning Associate to join its collaborative team. With a strong...clients' financial lives. About the Firm This fee-only Registered Investment Advisor manages approximately $500 million in assets and… more
- Umpqua Bank (Irvine, CA)
- …7 licensed employees. Accept unsolicited mutual fund and money market investment direction from clients. Series 7 licensed employees provide limited decision-making ... investment decisions. + Coordinate and assist Financial Advisor(s) with...a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability… 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
- BlackRock (Sausalito, CA)
- …internship helps MBA students gain insights into the day-to-day life of an Associate . Over the course of your time with us, you'll have real-world responsibilities ... ago. You'll receive formal training on the fundamentals of Investment Management and learn how the firm comes together...and **up to two functions within that program** (eg, Investment Research and Analytics & Modeling). You must apply… more