- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Wealth Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client -focused professionals to ... regulatory standards and internal policies. + Maintain accurate documentation of client interactions, financial plans, and investment strategies. Compensation &… 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 … more
- JPMorgan Chase (San Francisco, CA)
- …important relationships. You will work as part of a team of expert client advisors (bankers, global investment specialists, wealth advisors and lending ... management duties and preparing account reviews + Coordinating with global investment specialists, wealth advisors and lending advisors' client pitches,… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …high-value client relationships. + Deliver comprehensive financial planning and investment strategies. + Mentor and train associate advisors, fostering a ... Description A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team...and Senior Managers who are passionate about delivering exceptional client service and embody the firm's "Wealth of Life"… 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....hires and serve as a technical resource within the Client Service team. + Partner with investment … 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...With a strong reputation for fiduciary excellence and a client -centric approach, this firm offers a supportive environment where… more
- Umpqua Bank (Irvine, CA)
- …and their clients. A sales assistant has a large influence on client satisfaction. + Provide variety of administrative support, which includes answering incoming ... forms to clients as requested and required. + Assist Financial Advisor with client support and time management. + Process confidential information + Open, maintain… more
- Umpqua Bank (Walnut Creek, CA)
- …management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth management ... top-line professional, establishing and sharing best practices in segmentation, client engagement processes, team dynamics, and relationship management both… 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 ... execution of personalized financial plans, estate strategies, cash flow analyses, and investment reviews. + Serve as a primary relationship manager for clients,… more
- T. Rowe Price (San Francisco, CA)
- …well as deepen relationships with existing advisors. ISCs can use a service associate role to perform some specific non- client engagement activities. + Territory ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...We work with assigned external sales partner in optimizing client coverage within a territory. This work includes both… more