- Robert Half Finance & Accounting (San Mateo, CA)
- …and client records + Analyze investment data and respond to client and advisor inquiries Cross-Functional Collaboration + Partner with investment, sales, ... privately-owned investment management firm is seeking a full-time Marketing & Client Service Associate to join its collaborative and high-performing team. With… more
- Comerica (San Diego, CA)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall ... business and being accountable for the success of the client relationship. What we can offer you Comerica Funded...enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related… more
- City National Bank (Los Angeles, CA)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains..."book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for… more
- Citigroup (Downey, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup (San Francisco, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Financial Analysis & Regulatory Support, Senior Advisor at Southern California Edison (SCE) and build a better ... for everyone. As a Financial Analysis & Regulatory Support, Senior Advisor , your work will help power...consensus with stakeholders to develop and maintain partnerships with client organizations and senior leadership, as well… more
- Kestra Financial (Palo Alto, CA)
- …over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting ... manage both client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility… more
- BOOZ, ALLEN & HAMILTON, INC. (San Diego, CA)
- Executive Transition Advisor , Senior The Opportunity: As an expert in defense missions, your unique background inspires you to think bigger, push further, and ... that keep our nation safe. As an Executive Transition Advisor , you'll bring your leadership, strategic, command and corporate...and expertise as you support the transition of a Senior Executive assuming command. Work with us to help… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Wealth Advisor at a RIA. This is a full-time permanent role based in ... Marin County with a Hybrid schedule. Our client is a client -first financial services firm...perks. Responsibilities: + Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial… more
- Rocket Software (Sacramento, CA)
- …where people truly BELIEVE in what they're doing!** **Job Description Summary:** The Senior Solutions Advisor will provide advanced technical support in the ... field for IMS Tools for z/OS. The Advisor will represent the customers' needs to the development...successful proof of concept and post-sales deployment + Guide client in the set-up and configuration of mainframe solutions… more