- JPMorgan Chase (San Francisco, CA)
- …Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase ... Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high...* an Insurance Specialist for certain clients * a Trust Officer in instances where we deliver… more
- Wells Fargo (Irvine, CA)
- …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist focused on...the Banking, Lending, and Trust division of Wealth and Investment Management . Learn more about… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. Job Summary: (Purpose of ... Heads, Board of Directors, etc.; + Serves as Treasurer and Principal Accounting Officer for the Dunham Funds trust (assists in required reporting, participates… more
- Citigroup (Beverly Hills, CA)
- …opportunities and working collaboratively with partners across banking, lending, and wealth management .** **Qualifications** **:** **Minimum of 10 years of ... to directly impact one of the highest-growth segments within Citi's Wealth business.** **Key Responsibilities** **:** **Originate new business for Citi's Escrow… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …(TVHC) is looking for a dynamic, strategic, and outcomes-driven Chief Human Resources Officer (CHRO) to help lead our next phase of growth and transformation. This ... extends beyond base salary, designed to support the health, wealth , and career development of our employees. What You...that advance organizational goals + The ability to build trust and alignment across leadership and frontline teams +… more
- Comerica (Palo Alto, CA)
- …paperwork and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Qualifications Position Qualifications + Bachelor's ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- PNC (Los Angeles, CA)
- …significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration ... for developing client solutions and strategies, including lending, investment management , estate/retirement planning and trust administration. PNC Private… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …and oversight for our Women's Health department. Reporting directly to the Chief Medical Officer (CMO), the AMD will play a key role in supervising day-to-day care ... package that extends beyond base salary, designed to support the health, wealth , and career development of our employees. Loan repayment/forgiveness candidacy is… more
- City National Bank (Beverly Hills, CA)
- …Minimum 4 years of experience with bank products and services (eg deposits, wealth management , cash management , international, etc.) required. *Additional ... and operational needs. As the operational expert for the client, the Account Officer /Manager is positioned to proactively execute on the concepts developed by the… more
- Tiburcio Vasquez Health Center (San Leandro, CA)
- …team of healthcare providers under the leadership of the Chief Medical Officer (CMO), the Nurse Practitioner (NP) or Physician Assistant (PA) works in ... TVHC provides a comprehensive compensation package that supports the health, wealth , and career development of our employees. Loan repayment/forgiveness candidacy is… more