- Edward Jones (Ontario, CA)
- …services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. ... offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial...cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and… more
- BlackRock (Sausalito, CA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your… more
- Bank of America (Temecula, CA)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. *… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Client Service Associate - Wealth Management A well-established and rapidly growing investment advisory firm is seeking a highly motivated Client Service Associate ... to deepen their expertise in client relations, portfolio operations, and investment analysis within a collaborative and education-focused environment. About the… more
- Columbia Bank (San Diego, CA)
- …a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. + ... CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative,… more
- JPMorgan Chase (Irvine, CA)
- …Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new ... team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return… more
- Nuveen Investments (San Francisco, CA)
- …GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets. This ... fully integrated team of more than 200 investment professionals, including one of the largest research teams...and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work… more
- Wells Fargo (Irvine, CA)
- …guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty ... services. * Special needs trust services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust...the Banking, Lending, and Trust division of Wealth and Investment Management. Learn more about the career areas and… more
- Abbott (Alameda, CA)
- …you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent ... retirement savings plan with a high employer contribution +...global leaders and stakeholders in shaping strategic plans and investment priorities. + Facilitate workshops and stakeholder alignment sessions… more
- JPMorgan Chase (Los Angeles, CA)
- …As a Lead Credit Officer - Vice President within the Commercial and Investment Bank (CIB) Leveraged Finance Credit Risk team, you will employ your exceptional ... and capabilities** + Bachelor's degree + Minimum 7 years of commercial/ investment banking lending experience including extensive credit, structuring and marketing +… more