- Bank of America (Chico, CA)
- …$100k-$5mm. Key responsibilities include identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that ... including partnering with management to assess financial goals and recommending investment advisory strategies + Understands client solutions that are best suited… more
- PNC (Los Angeles, CA)
- …of investment professionals provide in-depth support and analysis on investment strategy, asset allocation, manager selection, and portfolio construction. ... (AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate clients who have significant… more
- US Bank (San Diego County, CA)
- …investment advisory, and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio ... rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead...with the personal feel of a smaller company + Marketing warm leads and qualified referrals from across the… more
- 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 ... and ready to grow within a collaborative, mission-driven environment. Position Overview The Wealth Manager / Sr. Wealth Manager plays a pivotal role in managing… 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 ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …Company: Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small and mid-cap equity ... to senior leadership and opportunities to grow your skills in analytics, investment communications, and marketing . * Incredibly generous benefits package: o… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both Managers and Senior Managers who are ... and grow professionally within a collaborative and mission-driven environment. Wealth Manager Position Overview: The Wealth Manager is responsible for… more
- Nuveen Investments (San Francisco, CA)
- …RFP/DDQ responses. Nuveen Global Fixed Income ("Nuveen GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across ... (written and verbal) and communicating market views to creating and managing marketing collateral. The ideal candidate should have a strong understanding of CLOs… more
- US Marine Corps (Oceanside, CA)
- …business development plan for complex agreements as designated by the Corporate Sales Manager and executes all tasks in support and in alignment with the Corporate ... Sales Manager 's vision and departmental goals. This position will be based out of the Camp Pendleton Marketing office but will require travel to MCAS Yuma and… more
- Comerica (San Diego, CA)
- …custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in ... on schedule. Attract new customers and retain existing customers by developing marketing materials, plan presentations and strategies. Follow-up on all sales leads… more