- Marriott (Torrance, CA)
- …responsibility for all aspects of the operation, including: managing general property performance , as well as food and beverage operations, managing and sustaining ... managing and conducting human resources activities, and delivering a return on investment to both Marriott International and ownership. Leads the team in the… more
- Bank of America (Los Angeles, 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 (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...clients' financial lives. About the Firm This fee-only Registered Investment Advisor manages approximately $500 million in assets and… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …manage high-value client relationships. + Deliver comprehensive financial planning and investment strategies. + Mentor and train associate advisors, fostering ... Description A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team...Compensation & Benefits (Both Roles) + Competitive salary and performance -based incentives. + 401(k) plan with company match. +… more
- Umpqua Bank (Irvine, CA)
- …7 licensed employees. Accept unsolicited mutual fund and money market investment direction from clients. Series 7 licensed employees provide limited decision-making ... investment decisions. + Coordinate and assist Financial Advisor(s) with...and geographic location. The role may be eligible for performance -based incentive compensation and those details will be provided… 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
- Edward Jones (Fairfield, 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
- Marriott (Half Moon Bay, CA)
- …the performance review process and holds staff accountable for successful performance . * Solicits associate feedback, utilizes an "open door policy" and ... ensures Rooms Operations meet the brand's standards, targets customer needs, ensures associate satisfaction, focuses on growing revenues and maximizes the financial … more
- JPMorgan Chase (Irvine, CA)
- …Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new ... onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities...are based on our business needs and the Analyst's performance . The two-year Analyst Program provides exposure to our… more
- Umpqua Bank (Walnut Creek, 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