- 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 ... Advisory + Develop and implement financial plans covering retirement, tax, estate, investment , and risk management. + Continuously monitor and adjust client… more
- City National Bank (Irvine, CA)
- …(CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust ... and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio… more
- CalSTRS (Sacramento, CA)
- …individual to work as a Staff Services Analyst on the Sustainable Investment & Stewardship Strategiesteam. The Sustainable Investment & Stewardship Strategies ... managing climate-related risks, investing in climate solutions with attractive risk -return characteristics, and using CalSTRS influence to accelerate the transition… more
- 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
- JPMorgan Chase (Temecula, CA)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...diversity and inclusion + Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative,… more
- Bank of America (San Jose, CA)
- …+ Wealth Planning + Causation Analysis + Client Management + Data Visualization + Risk Modeling + Trading and Investment Analysis + Investment Management ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- BlackRock (San Francisco, CA)
- …world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, ... exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and… more
- MUFG (Los Angeles, CA)
- …with the goal of maximizing net income and reducing credit costs. You as a Credit Risk Manager in PMG will be responsible for the implementation of the credit ... risk management function within GCIB (Global Corporate & Investment Bank) and more specifically the Entertainment Finance Industry Vertical. Entertainment Finance… more
- Bank of America (Beverly Hills, 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 (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