- BlackRock (Santa Monica, CA)
- …in quantitative-disciplined curriculums to gain insights into the day-to-day life of an Associate . Over the course of your time with us, you'll have real-world ... business leaders, 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
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate - Multi-Family Office A prestigious multi-family office headquartered in San Francisco is seeking a highly motivated and ... experienced Senior Client Service Associate to join its team. This firm provides ultra-high-net-worth clients with a full spectrum of services, including … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, client-facing role that requires both ... execution of personalized financial plans, estate strategies, cash flow analyses, and investment reviews. + Serve as a primary relationship manager for clients,… more
- Edward Jones (Laguna Hills, CA)
- …proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and ... goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential… more
- Edward Jones (Ontario, CA)
- …services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. ... offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- Umpqua Bank (Sacramento, CA)
- …a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. + ... CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Opportunity: Finance Associate - Venture Capital A leading early-stage venture capital firm at the forefront of frontier technologies is seeking a ... Finance Associate to join its dynamic and fast-paced finance team....firm operates at the cutting edge of innovation and investment . About the Firm Renowned for its deep technical… more
- UMB Bank (Sacramento, CA)
- …the development of the software used by our Fund Accountants, external Alternative Investment client teams, and Investors to manage the investment portfolio. ... assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and… more
- Marriott (Torrance, CA)
- …managing and conducting human resources activities, and delivering a return on investment to both Marriott International and ownership. Leads the team in the ... * Delegates responsibilities for operations and projects to appropriate level of associate . **Managing Food and Beverage Operations** * Monitors Food and Beverage… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- FINANCE INDUSTRY - ENTRY LEVEL REGIONAL SALES ASSOCIATE Dunham & Associates Holdings, Inc. and its subsidiaries (collectively, "Dunham") is a thought leader in the ... Financial Advisors across all 50 states. Dunham & Associates Investment Counsel, Inc., a subsidiary of Dunham, is an...wealth management solutions and related services. As a Regional Associate , you will be responsible for working with our… more