- Citigroup (Sunnyvale, CA)
- …the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals to provide holistic financial ... : + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- JPMorgan Chase (Palo Alto, CA)
- …and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their ... end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across JPMWM in order to identify… more