- Edward Jones (Irvine, CA)
- …exceptional results and improve the lives of our clients. **We'll give you the support you need.** **Our team will be there every step of the way, providing:** ... advisor with the industry's top training program + A support network that extends beyond your branch office and...solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency… more
- Guardian Life (Sacramento, CA)
- …As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue Investment Advisory, you will conduct branch office inspections using risk-based testing ... + Review additional materials and conduct interviews, as needed, to support risk-based testing methodologies or follow-up on potential business risk exposures.… more
- Publicis Groupe (Burbank, CA)
- …role of the Campaign Manager, Social is to flawlessly build, analyze and support paid social campaigns while also supporting audience targeting, investment by ... managed accounts. + Determine appropriate audience & creative selection, campaign investment by channel, and measurement KPIs. + Provide consistent optimization for… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Allocation, and Vocational Freedom Analysis. + Provide strategic recommendations across investment management, estate planning, tax planning, and risk management. + ... initiatives and training programs. Business Development & Community Engagement + Support new client acquisition through referrals, networking, and participation in… more
- ICF (Los Angeles, CA)
- …make a difference?** ICF is growing its energy program implementation team to support new and existing contracts in the multi-family residential sector. Our clients ... + **Quality of life:** Flexible workplace arrangements, work-life balance + ** Investment of the community:** Donation matching, volunteer opportunities + **… more
- Wells Fargo (Pasadena, CA)
- …guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty ... deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity.… more
- BMO Financial Group (San Francisco, CA)
- …is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to ... bring a strong understanding of US equity markets, current investment themes, and product offerings, while effectively communicating differentiated...day one - for yourself and our customers. We'll support you with the tools and resources you need… more
- PNC (Calabasas, CA)
- …**Job Description** + Potentially oversees a limited portfolio and provides analytical support to the asset manager. + Reviews financial statements, market, and ... business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must… more
- Robert Half Finance & Accounting (San Jose, CA)
- …related documentation + Prepare and process trades and client transactions efficiently + Support client meetings with performance reports and investment data + ... client service in the financial services industry? A well-established and rapidly growing investment advisory firm is seeking a Client Service Associate to join its… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …reporting, including capital calls and distributions. + Monitor cash flow and support capital planning across entities. + Contribute to the development of internal ... + Work directly with an experienced founder and high-caliber investment team. + Play a central role as the...technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in… more