- Citigroup (Downey, CA)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance… more
- ICF (Los Angeles, CA)
- …Engineering (IE)/Owner's Engineering (IE/OE) team within the Energy Development and Investment practice area. Our work is focused on energy sector projects ... across ICF to provide comprehensive advisory services include strategic, investment , and portfolio management, operational planning, market development, policy… more
- Girl Scouts San Diego (San Diego, CA)
- …including Executive Committee, Board Development Committee, Finance Committee, Investment Committee, Audit Committee, Philanthropy Committee, and Property and ... leading the council's financial strategy and oversees finance, information technology, risk management and legal, properties, and human resources. The CFAO provides… more
- Bank of America (San Diego County, CA)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and...least one year experience in the investments industry, including investment training and in-depth knowledge of investment … 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 ... markets. This fully integrated team of more than 200 investment professionals, including one of the largest research teams...by a long heritage of successful performance outcomes and risk control for our clients. Nuveen GFI is seeking… more
- Bank of America (Oxnard, CA)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and...least one year experience in the investments industry, including investment training and in-depth knowledge of investment … more
- CIBC (Newport Beach, CA)
- …as a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and ... and comply with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes relationship risk issues and seeks… more
- Bank of America (San Francisco, CA)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and...least one year experience in the investments industry, including investment training and in-depth knowledge of investment … 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
- CBRE (Sacramento, CA)
- …Environmental Consultancy, Facilities Management, Health and Safety/Environment, Investment Management, Legal, Marketing, People/Human Resources, Project Management, ... Property Management, Purchasing/Procurement, Risk Management, Sales Support Location(s) Anchorage - Alaska - United States of America, Atlanta - Georgia - United… more