- Bank of America (Sacramento, 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
- WTW (Los Angeles, CA)
- …outsourced chief investment officer (OCIO), Total Funds Solutions (TFS), Specialist Portfolio Solutions (SPS) and analytics & tools to give investors access to ... sustainable growth in the US, growing relationships with existing investment and Health, Wealth and Career clients, and growing efficiently, with a strong… more
- JPMorgan Chase (Palo Alto, CA)
- …JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing ... assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong… more
- Umpqua Bank (San Jose, CA)
- Healthcare Relationship Manager Wealth Management San Jose, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique ... manages, and retains Healthcare and Professional Banking client relationships. Wealth management services to these clients include: deposit, cash management,… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services. ... client relationships, cross-functional collaboration, and a modern approach to wealth management + Emphasizes professional development, mentorship, and continuous… more
- Umpqua Bank (Irvine, CA)
- …senior and executive level professionals. + Proven business development, relationship and portfolio management, private banking, and wealth management skills. + ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport...simple to intermediate estate planning, tax planning and advanced investment management. + Primary role is to pursue business… more
- BlackRock (San Francisco, CA)
- …and operational requirements for execution + Partner with Global Product, US Wealth , Portfolio Management, and Institutional client teams to ensure appropriate ... Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and… more
- BlackRock (San Francisco, CA)
- …President / Director** **Firm Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail ... accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Comp: $90-$130k DOE Jennifer Fukumae is partnering with a prestigious Silicon Valley Wealth Management firm, a Registered Investment Advisor with ~1B AUM, ... expertise and actively engage in all aspects of the wealth management process. + Collect and organize client data,...+ Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.… more
- Raymond James Financial, Inc. (Rolling Hills Estates, CA)
- …Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and ... help them identify their investment objectives. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on… more