- CIBC (San Francisco, CA)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Relationship Manager , you'll focus on growing direct revenue, retaining high-net-worth ... Hold a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA, CFP , or JD. + Wealth management expertise: Bring 10+ years of experience in… more
- Atria Wealth Solutions (Dublin, CA)
- …with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA areas. About Patelco Credit Union ... Advisor experience preferred + Advanced Industry Designations preferred - such as CFP , ChFC, CRPC, RICP, CFF + Excellent working knowledge of financial institution… more
- Charles Schwab (Irvine, CA)
- …the status quo" and transform the finance industry together. As a Sr. Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, ... may be the opportunity for you. **What you have** **Required Qualifications** + CFP (R) designation or CFA(R) designation + Bachelor's degree + Active and valid FINRA… more
- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** **About ... management skills. + Intermediate estate planning, tax, advanced investment management skills. + CFP , CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS or AWMA, any one… more
- Deloitte (San Diego, CA)
- …Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Manager within the Tax-Exempt practice, you will spend at least half (potentially 100%) ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based on the work… more
- Zions Bancorporation (Irvine, CA)
- …role. + Series 7, 63, 65 and General Lines Insurance Agent licenses required. + CFP (R) preferred This position is eligible to earn a base salary in the range of ... $150,000 - $235,000 annually depending on job related factors such as level of experience and location. **Req ID:** 067419 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all… more
- Deloitte (San Diego, CA)
- …we have the career opportunity to keep you buzzing! Work You'll Do: As a Manager on our Strategic Partnership Solutions team you will: + Refine your skillset with ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax… more
- Deloitte (Costa Mesa, CA)
- …for this role ends on May 31st 2026. What You'll Do As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
- Deloitte (Los Angeles, CA)
- …Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, finance, or other business-related field… more
- JPMorgan Chase (San Diego County, CA)
- …solutions for the client and may serve as an ongoing resource to clients + Wealth Manager that acts as the day-to-day manager of the client's investment assets + ... and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section… more