- Wells Fargo (Hawthorne, CA)
- …closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, ... + Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals for… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ excellent benefits Jennifer Fukumae is partnering with a growing, mission-driven investment management firm with a strong reputation for responsible investing ... + 2-3+ years of operational accounting experience, ideally within investment or asset management . + Solid knowledge of US GAAP and practical application… more
- Robert Half Finance & Accounting (Orinda, CA)
- …commitment to professional development. The firm provides comprehensive financial planning and investment management services, always acting in the best interest ... Description Job Posting: Financial Planning Associate - Wealth Management A well-established, people-first wealth management firm in the East Bay is seeking a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …provides ultra-high-net-worth clients with a full spectrum of services, including investment management , financial planning, lending strategy, and bespoke family ... efficiency, and a commitment to exceeding expectations. + Collaborate with senior management on firm-wide initiatives and customized client strategies. + Build deep… more
- K1 (Manhattan Beach, CA)
- …enterprise software companies since inception. As of the date of this posting, K1 Investment Management , LLC reasonably expects to pay $85,000 plus a competitive ... build relationships with executives at exceptional companies that are identified as investment candidates for the fund. Analysts develop an expansive knowledge of a… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- … Advisory + Develop and implement financial plans covering retirement, tax, estate, investment , and risk management . + Continuously monitor and adjust client ... 8 years (Senior Wealth Manager) of experience in financial planning, wealth management , or investment advisory. Certifications & Licensing + Certified Financial… more
- Citigroup (Los Angeles, CA)
- …solutions to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + ... Develop tailored solutions that address clients' investment , risk management , and financing/liquidity needs. + Set challenging goals, regularly monitoring… more
- CIBC (San Francisco, CA)
- …administration and/or investments + Experience in personal tax, financial planning or investment management + Strong client service commitment + Strong ... prepare well-written correspondence, maintain files for quarterly administrative and investment reviews) + Proactively anticipate and address client needs. Promptly… more
- Deloitte (San Francisco, CA)
- …you serve + 5+ years of public accounting experience (at least 3 years in investment management ) + One of the following accreditations obtained: + Licensed CPA ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Wells Fargo (Pasadena, CA)
- …provides guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax, ... HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic… more