- City National Bank (Beverly Hills, CA)
- …new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of ... future life-changing events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their specific goals and… more
- Intuit (Mountain View, CA)
- …In our Talent Acquisition organization your impact will be deep. You will directly support **BIG BET 2: Connecting People to Experts** **(CP2E)** , one of Intuit's 5 ... Expert platform of choice. The Senior Professional Recruiter will support the hyper growth of our TurboTax Live Expert...source, attract, manage, and hire a large and diverse Tax Expert community. Create the vision, set the strategy… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …individuals and families, including investment management, estate and tax planning, lending strategies, and comprehensive family office services. ... point of contact for a select group of clients, acting as a trusted advisor and strategic partner. You'll lead service delivery, mentor junior team members, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …offering a full suite of solutions including investment management, estate and tax planning, lending strategies, and family office services. About the Firm With ... Senior Client Service Associate will serve as a trusted advisor and primary point of contact for a select...client preferences and consistently exceeding expectations. + Guide and support Client Service Associates and Analysts on shared client… more
- General Dynamics Information Technology (San Diego, CA)
- …**Public Trust/Other Required:** None **Job Family:** Program Instruction Support **Skills:** Combat Systems,Tactical Training,Training Techniques **Experience:** 7 ... experience **US Citizenship Required:** Yes **Job Description:** Training Specialist Advisor - **SSDS Tactical Action Officer/Air Defense Warfare Coordinator… more
- Bank of America (Walnut Creek, CA)
- …growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + ... team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model… more
- Bank of America (San Diego, CA)
- …market + Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + ... and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …relationships by understanding preferences and delivering tailored service. + Guide and support Client Service Associates and Analysts on shared accounts. + Assist ... and their advisors with complex wealth transfer, philanthropic, and tax -advantaged strategies. + Maintain strong relationships with clients' professional teams,… more
- Sacramento Municipal Utility District (Sacramento, CA)
- …paper program, credit risk management, financial analysis, debt management, issuing tax exempt bonds, commercial paper, preparing presentations to rating agencies ... SMUD assets. This involves supporting comprehensive financial analysis to support strategic decision-making and ensure the organization's financial health. The… more
- Bank of America (San Jose, CA)
- …63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ... **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key… more