- Charles Schwab (Irvine, CA)
- …will empower you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds , separately managed accounts, option trading), setting you up for success ... to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to… more
- TP-Link North America, Inc. (Irvine, CA)
- …and national accounts. + Negotiate high-value contracts and agreements that secure mutual benefits and long-term collaboration. + Serve as the escalation point for ... medical, dental, and vision insurance (partial coverage for dependents) + Contributions to 401k funds + Over four weeks of PTO per year + Bi-annual pay increases +… more
- Bank of America (Roseville, CA)
- …goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions + ... Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as… more
- BlackRock (San Francisco, CA)
- …financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is ... to deliver One BlackRock to third-party intermediaries like RIA's and Financial Advisors from wirehouse, regional and independent firms.** **Role(s) Description** **Due to our continued phenomenal growth, we are actively seeking senior, client-facing sales… more
- Bank of America (San Francisco, CA)
- …goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions + ... Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as… more
- Aristotle Capital Management (Newport Beach, CA)
- …intermediary relationships, custodial platforms and investment vehicles (SMA, model delivery, TAMPs, mutual funds , etc). What You Will Need: + Minimum of ... 3 - 5 years of relevant financial services work experience: required. + Experience in investment management or client service/sales support within the financial services industry, specifically RIA, required. + Bachelor's degree from an accredited college or… more
- Kestra Financial (Palo Alto, CA)
- …financial services industry, including but not limited to: equities, bonds, options, mutual funds , annuities, insurance, and managed accounts. Location Palo ... Alto, California Job Type: Full-time Salaried Pay: $50,000.00 - $60,000.00 per year Base plus Bonus (Uncapped) We Offer: Base Salary, and performance bonuses, 401(k), Health, Dental, Vision, and Life Insurance, Paid time off, Tuition reimbursement Tools and… more
- City National Bank (Los Angeles, CA)
- …audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds , investment management, broker/dealer and security sales and ... trading activities.IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning.Compliance audits assessing the bank's compliance program to ensure processes are… more
- JPMorgan Chase (Los Angeles, CA)
- …Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + ... Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP… more
- Ace Hardware (Sacramento, CA)
- …your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in every employee we hire, ... of diversity and leveraging the skills and talents of all people to the mutual advantage of each individual and the organization. The company is committed to the… more