- US Bank (Walnut Creek, CA)
- …Advisor is responsible for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Responsible for ... Skills/Experience** + Thorough knowledge of US Bancorp Banking, Trust, and Investment products and services + Strong relationship management, networking and business… more
- MUFG (Los Angeles, CA)
- …companies. The Associate will be a corporate finance professional, supporting investment grade & non- investment grade, leverage finance, and sponsor-based ... terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for… more
- BMO Financial Group (Fresno, CA)
- …to recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based needs with seamless execution. + ... combination of education and experience. + Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months)… more
- Columbia Bank (Los Angeles, CA)
- …expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary role is to pursue business development opportunities, ... banking, and wealth management skills. + Intermediate estate planning, tax, advanced investment management skills. + CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …ideal for professionals eager to expand their impact across multiple facets of the investment lifecycle. About the Role: The Operations Analyst & Trader will play a ... + Comprehensive medical, dental, and vision coverage (including dependents). + 401(k) retirement plan. + Potential for performance-based carry. + Unlimited PTO and… more
- J&J Family of Companies (Santa Clara, CA)
- …of OTTAVA Global Franchise Finance will help prioritize investments, craft investment strategies across the enterprise, optimize innovation pipeline, manage product ... leadership and RAD R&D leadership + Build business cases to optimize investment strategies and track performance + Help advance portfolio management and resource… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …smooth day-to-day operations, enhancing team productivity, and supporting the investment process through operational excellence. It offers a unique opportunity ... implement policies and procedures to streamline workflows. + Collaborate with the investment team to optimize productivity and performance. + Monitor and report on… more
- Warner Bros. Discovery (Burbank, CA)
- …techniques. **Paid Media & Acquisition Marketing** + Own the end-to-end paid media investment strategy across the full funnel - from brand awareness to direct ... This includes setting the global media vision, channel mix, and investment strategy to support awareness, consideration, conversion, and retention goals across… more
- Wells Fargo (Pasadena, CA)
- …guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty ... * Legacy trust services * Special needs trust services * Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Special Needs… more
- Edward Jones (Irvine, CA)
- …thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency and adaptability ... time management skills **Can you see yourself ** + Providing personalized investment and financial solutions to clients? + Cultivating relationships in your local… more