- Charles Schwab (Sacramento, CA)
- … Advisor Services Sales organization to deliver quality consulting to our prospective registered investment advisor ( RIA ) clients. These consulting ... of custody, trading, technology, and practice management services to independent registered investment advisors (RIAs). RIAs choose independence because they… more
- City National Bank (Los Angeles, CA)
- …appropriate WHAT WILL YOU DO? * Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client on-boarding and new ... Report. * Maintain database that houses all client, Financial Advisor , and partner firm contact information including the processing...the processing of all changes partner's broker dealer and/or RIA changes. WHAT DO YOU NEED TO SUCCEED? *Required… more