- Bank of America (San Francisco, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted … more
- CIBC (Newport Beach, CA)
- …sophisticated financial needs, including banking, investments, trust, and wealth advisory . + Develop and maintain personal referral source networks for calling ... as well as greater expansion of existing relationships. + Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private Wealth… more
- Bank of America (San Francisco, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... life they envision through a personal relationship with their advisory team committed to their needs. We believe trust...and enterprise capabilities. Additionally, the MPWCRM serves as the Lead and Referral Coordinator for the market and manages… more
- Bank of America (Newport Beach, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... life they envision through a personal relationship with their advisory team committed to their needs. We believe trust...**Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance… more
- City National Bank (Los Angeles, CA)
- …Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * CAMS - Certified ... objective assurance over the design and operating effectiveness of the Bank's risk management practices, governance processes, system of internal controls for the… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …+ Serve as lead advisor for high-net-worth clients + Deliver comprehensive financial planning and investment advisory services + Develop and adjust plans ... Bay Area is seeking a Senior Wealth Manager to lead high-value client relationships, mentor junior advisors, and contribute...or related field Experience + Minimum 8 years in financial planning, wealth management, or investment advisory … more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …+ Serve as lead advisor for high-net-worth clients + Deliver personalized financial planning and investment advisory services + Manage and grow client ... financial plans covering retirement, tax, estate, investment, and risk management + Regularly review and adjust plans and...related field + Minimum 5 years of experience in financial planning, wealth management, or investment advisory … more
- Deloitte (Costa Mesa, CA)
- …change. Join us to empower clients to become strategic business partners, manage risk , and unlock new levels of financial and operational excellence. Recruiting ... Deloitte's market presence. In this role, you will: + Lead the end-to-end design, strategy, and implementation of SAP...as a trusted advisor to clients, providing SAP treasury, risk management, and technology advisory services to… more
- Ankura (Los Angeles, CA)
- …+ 2-3 years minimum experience in client facing consulting roles (investment banking, financial advisory , or consulting) + CPA (or technical/ GAAP accounting ... design, processes and technology; design and implement execution plans + Financial Planning & Analysis: Establish business partnership through strategic long-range… more
- Ankura (Los Angeles, CA)
- … advisory solutions for complex SEC reporting, purchase accounting, financial restatements, material weakness remediations, IPO readiness + Support Corporate and ... including corporate or private equity carve-outs and acquisitions; minimize risk and maximize return + Transformation and Turnaround -...1 readiness, TSA management, synergy planning and capture, and financial modeling and analytics. + Lead /… more