• Merrill Market Supervision Manager

    Bank of America (Newport Beach, CA)
    …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
    Bank of America (08/02/25)
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  • Advisor Development Program - Financial Solutions…

    Bank of America (Calabasas, CA)
    …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
    Bank of America (08/01/25)
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  • Registered Wealth Management Client Associate

    Bank of America (El Segundo, CA)
    …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
    Bank of America (08/01/25)
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  • Consultant, Retirement Benefits

    Lincoln Financial (Sacramento, CA)
    …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split...track record of expertise and integrity, millions of customers trust our solutions and service to help put their… more
    Lincoln Financial (07/16/25)
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  • Citi Wealth at Work / Law Firm Group - Banker…

    Citigroup (Los Angeles, CA)
    …to expedite resolution. + Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all Citi ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
    Citigroup (07/15/25)
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  • Wealth Management Client Associate

    Bank of America (Santa Barbara, CA)
    …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
    Bank of America (07/12/25)
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  • Relationship Manager - EGP (FP)

    Bank of America (Carlsbad, CA)
    …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
    Bank of America (06/04/25)
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  • Manager, Investor Relations

    Meta (Menlo Park, CA)
    …relations program, helping to build and maintain relationships with the investment community and an enhanced understanding and appreciation for the company's ... business model, strategy and investment merits. You will also serve as a key...simultaneously 20. Effective relationship-building skills and can quickly establish trust and rapport with internal and external stakeholders 21.… more
    Meta (08/01/25)
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  • Senior Accountant - Family Office

    Robert Half Finance & Accounting (San Francisco, CA)
    …and families. The firm offers a highly personalized suite of services-from investment oversight and estate planning to bill pay and lifestyle support-built on ... discretion, trust , and long-term relationships. With a collaborative, mission-driven culture...Partner with internal teams and external advisors (tax, legal, investment ) to coordinate documentation and client deliverables + Participate… more
    Robert Half Finance & Accounting (07/27/25)
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  • Senior Wealth Advisor

    Umpqua Bank (Walnut Creek, CA)
    …can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are ... a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. +… more
    Umpqua Bank (07/26/25)
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