- CIBC (Newport Beach, CA)
- …new, high net worth and ultra‐high net worth clients who have sophisticated financial needs, including banking, investments , trust, and wealth advisory. + ... a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and… more
- BMO Financial Group (Santa Clara, CA)
- …and small business customer needs and solutions. + Working knowledge of retail investments and lending products. + Experience in financial services is an ... and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works… more
- The Hartford (San Francisco, CA)
- …methodologies are required, or if "traditional" products, pricing, and appetite apply. Financial & Strategic Investment : + Strategic planning and market analysis ... of California, in proximity to the San Francisco insurance community and the investment & technology resources in Silicon Valley. We are building on the existing… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …deepening client relationships, coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, ... of personalized financial plans, estate strategies, cash flow analyses, and investment reviews. + Serve as a primary relationship manager for clients, providing… more
- BlackRock (San Francisco, CA)
- …as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with knowledge of investment trends and advisor ... Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios,… more
- Comerica (San Francisco, CA)
- …obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information ... providing exceptional client experience with a robust platform of investments , credit, trust and planning solutions. We offer a...+ 10 years of sales experience in personal trust, investment or financial products + 5 years… more
- JPMorgan Chase (San Francisco, CA)
- …and firm policies and procedures. + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and ... and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a… more
- Palo Alto Networks (Santa Clara, CA)
- …+ Drive ad-hoc strategic and financial analyses related to G&A investments and initiatives. Conduct thorough investment ROI analysis to support strategic ... account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a… more
- Columbia Bank (Los Angeles, CA)
- …independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is ... loans and manages multifaceted asset management portfolios to meet complex client financial needs. This position requires expertise in simple to intermediate estate… more
- Citigroup (San Francisco, CA)
- …NE is an intermediate level position responsible for leading the planning of investment strategies and solutions for major market clients in coordination with the ... finance professionals responsible for understanding the wide range of complex financial issues facing our clients around the world. As a Corporate… more