- Atria Wealth Solutions (Dublin, CA)
- …Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. About Patelco Credit Union Patelco ... and measuring short and long-term strategic plans (including marketing) for the Investment Services Program with a focus to increase revenue, improve member… more
- Citigroup (San Francisco, CA)
- Citibank, NA seeks an Investment Counselor Lead for its San Francisco, CA location. Duties: Conduct in-depth quantitative and qualitative analysis to solve problems ... innovative solutions. Provide advice and guidance on markets and actionable investment ideas. Cultivate trusting relationships with new and existing ultra-high net… more
- Robert Half Finance & Accounting (Walnut, CA)
- Description We are looking for a detail-oriented Investment Accountant to join our team in Walnut, California. In this role, you will oversee financial processes ... reporting. This position offers the opportunity to work closely with investment teams and support critical financial operations. Responsibilities: * Coordinate and… more
- Bank of America (San Jose, 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
- US Bank (Aptos, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead… more
- City National Bank (Irvine, CA)
- …WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth ... Banking team in business development and relationship management activities to support investment management prospects and clients. What you will do * Provide… more
- Lincoln Financial (San Francisco, CA)
- …**Requisition #:** 74592 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and maintain ... investments. They will partner closely with key stakeholders across field sales, investment , product management, and marketing in the distribution of alternative … more
- Citigroup (Beverly Hills, CA)
- …that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary… more
- Citigroup (Los Angeles, CA)
- …that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary… more
- 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 ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more