- TIAA (Sherman Oaks, CA)
- …Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering ... and client retention initiatives. + Maintain accurate records and documentation for audits and client reporting. **Educational Requirements** + University (Degree)… more
- US Bank (San Francisco, CA)
- …Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility- for -employment) . The salary range reflects ... and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity… more
- Equitable (Los Angeles, CA)
- …wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The ... United States **Training & Development** + **FINRA Sponsorship** : provided for required FINRA licensing + **Preliminary Employment Period (PEP)** : comprehensive… more
- US Bank (Irvine, CA)
- …Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility- for -employment) . The salary range reflects ... Management (PWM)) Private Wealth Advisor Partner have the shared responsibility for soliciting, developing, managing, and retaining client relationships for … more
- US Bank (Los Angeles, CA)
- …Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility- for -employment) . The salary range reflects ... Ability to independently learn complex planning concepts & software + Pursuit of CFP /advanced degree + Extensive knowledge of Wealth Management products & services +… more
- CIBC (San Francisco, CA)
- …At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $170,000 - $200,000 for the San Franciso, CA market based ... We're building a relationship-oriented bank for the modern world. We need talented, passionate...degree and/or advanced certifications such as MBA, CFA, CPA, CFP , or JD. + Wealth management expertise: Bring 10+… more
- Atria Wealth Solutions (Dublin, CA)
- …the Dublin, CA areas. About Patelco Credit Union Patelco Credit Union is a not- for -profit credit union with a purpose to build financial health and wellbeing for ... California with branches throughout Northern California. We are here for our members throughout all their stages of life....preferred + Advanced Industry Designations preferred - such as CFP , ChFC, CRPC, RICP, CFF + Excellent working knowledge… more
- BMO Financial Group (CA)
- … part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's ... + Leaders of Strategic Planning in BMO for a dedicated resource team to work with...with a combination of education, experience and industry knowledge ( CFP , JD/LL.M, CPA, CEPA). + Influence skills - In-depth… more
- CIBC (Newport Beach, CA)
- …At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $235,000 - $275,000 for the Newport Beach, CA market based ... We're building a relationship-oriented bank for the modern world. We need talented, passionate...degree or certification including MBA, JD, formal credit training, CFP , CFA, CTFA or CPA preferred. + Series 7,… more
- Navy Federal Credit Union (San Diego, CA)
- …goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) ... clients of new offerings. + Develop an internal pipeline for smaller dollar volume accounts in compliance with Navy...policies and, procedures + Desire to pursue designations eg CFP , ChFC, CLU Hours: Monday - Friday, 8:30AM -… more