- Aristotle Capital Management (Newport Beach, CA)
- … Investment Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act ... Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …role based in Marin County with a flexible Hybrid schedule. This RIA specializes in complex financial and tax planning for high-net-worth individuals, families, ... + Collaborate with Wealth Advisors to integrate tax planning with estate, investment , and philanthropic strategies. + Translate complex tax topics into actionable… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …+ Discretionary Bonus + Profit Sharing About the Firm: Join a thriving, independent Registered Investment Advisor ( RIA ) and financial planning firm ... by over $100 million in AUM in just the last year-demonstrating exceptional investment performance and continued client trust. The Role: The Client Service Associate… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Financial Services is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor ( RIA ). This is a full-time ... permanent role based in San Mateo County with a Hybrid schedule. This RIA helps individuals and families reach financial wellness with care and clarity. This role is… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …+ Series 7 and 66 licenses (preferred but not required) + Experience in a Registered Investment Advisor ( RIA ) environment + Comfort with automation ... tools or scripting for business processes Note: Excited about this role? We'd love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (JC) del Rosario - let's explore how this opportunity could be the right fit for your next… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …with portfolio reporting and rebalancing tools (eg, Tamarac) + Background in wealth management or Registered Investment Advisor ( RIA ) firms + Exposure to ... 2005, they have built a reputation for thoughtful financial planning, disciplined investment management, and a deep commitment to client relationships. The company's… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …+ Portfolio reporting and rebalancing tools (eg, Tamarac) + Background in wealth management or Registered Investment Advisor ( RIA ) firms + Exposure to ... role is essential to the smooth execution of our investment management process and offers a unique blend of...problem-solving, and the ability to communicate effectively with advisors, investment and operations staff. What You'll Do + Own… more
- Charles Schwab (San Diego, CA)
- …Sr. Wealth Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. ("SWAI"), a registered investment advisor and an affiliate of Charles Schwab & ... Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship,...and liquidity needs. As a Sr. Manager, Sr. Wealth Advisor , you will work with clients to build a… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Jennifer Fukumae is partnering with a prestigious Silicon Valley Wealth Management firm, a Registered Investment Advisor with ~1B AUM, renowned for its ... dynamic and growing team! Responsibilities: + Collaborate with the Advisory Group, Investment Department, and Client Services Team to gain expertise and actively… more
- Guardian Life (Sacramento, CA)
- …of state insurance laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more