- Bank of America (Westlake Village, CA)
- …excited to make a career transition and follow their passion of becoming a Financial Advisor . **Job Description:** The Wealth Management Client Associate - ... they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes...Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role… more
- JPMorgan Chase (Santa Rosa, CA)
- …management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to ... customize solutions tailored to clients' specific needs. As an Advisor Concierge with JP Morgan Advisors, you will serve...experience + Develop strong partnership with local branch leadership team + Develop strong partnership with others in the… more
- Bank of America (San Francisco, CA)
- …resilient, results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance ... to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more
- Nuveen Investments (San Francisco, CA)
- …and service solutions. **Key Responsibilities and Duties** + Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, ... internal team and shares best practices with team members. + Documents all Advisor activity...Together, we are fighting to ensure a more secure financial future for all and for generations to come.… more
- Columbia Bank (Santa Rosa, CA)
- …solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They also must ... values both independence and partnership. The program has a financial planning team that is integrated in...+ 5+ years of experience as an investment executive, financial advisor , certified financial planner,… more
- Bank of America (Walnut Creek, CA)
- …client relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in ... and effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client… more
- Cardinal Health (Sacramento, CA)
- … reports, oversees financial systems and safeguards the organization's assets. Financial Operating Systems (FOS) team is responsible for overseeing the ... **_What Financial Operating Systems (FOS) contributes to Cardinal Health_**...solutions **Responsibilities** + Be a part of a high-performing team , fostering a culture of accountability, innovation, and continuous… more
- JPMorgan Chase (Palo Alto, CA)
- …hoc requests, and attending client meetings + Serve as a liaison between the Financial Advisor team , branch management, compliance and various other business ... suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients… more
- Cardinal Health (Sacramento, CA)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, ... establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards...Pharma Finance teams + Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment… more
- BMO Financial Group (Culver City, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest ... targets for new asset sales, joint appointments, fee-based sales, and financial planning. + Implements business development strategies to acquire new business… more