- Citigroup (Beverly Hills, CA)
- …of wealth . + Develop tailored solutions that address clients' investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (Los Angeles, CA)
- …of wealth . + Develop tailored solutions that address clients' investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's...behalf. + Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.… more
- HUB International (San Rafael, CA)
- …with over $134B in retirement plan assets under advisement, and $8.5B in individual wealth assets under management . With over 350 producing advisors in more than ... plans with over 900,000 retirement plan participants, and over 21,000 individual wealth accounts. Due to rapid growth we are expanding our operational team.… more
- Wells Fargo (Beverly Hills, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …health, Enhanced Care Management (ECM), including Street Health, and risk management , including compliance, credentialing and privileging to ensure ... recruitment, peer review, performance improvement plans, and succession planning. Compliance, Risk Management and Privileging + Ensures medical services are… more
- Wells Fargo (Palo Alto, CA)
- **About this role:** Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... the Market to oversee operational/support practices and coach on operational risk **Required Qualifications:** + 4+ years of Financial Services Industry experience,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …financial analysis on topics such as tax loss harvesting, equity compensation, and risk management + Review and approve trades and portfolio rebalances + ... guide team members on complex planning topics + Maintain and update the Wealth Management Scorecard for each client + Manage CRM documentation and ensure timely… more
- BlackRock (San Francisco, CA)
- …in our Model Portfolios business, one of the most significant evolutions in the Wealth Management industry over the last decade and a growth driver within ... at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of BlackRock's index, factor,… more
- JPMorgan Chase (Irvine, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more