- Columbia Bank (San Jose, CA)
- …integrated financial solutions. Engage with bank partners for wealth management and implementation strategies to include investments, trust , financial ... lines to deliver full-relationship solutions-including credit, deposits, and treasury management . + Business Development: Source, develop, and deepen relationships… more
- Oracle (Sacramento, CA)
- …Global Banking, Trading, Insurance, Risk and Compliance, Financial Crime, Analytics, Revenue Management , Private Wealth Management , and Cash & Profitability ... solutions because we connect thousands of companies with enterprise products they can trust . We are the leader in the Financial Services space globally. The… more
- Citigroup (Palo Alto, CA)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- JPMorgan Chase (San Francisco, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge… more
- US Bank (Roseville, CA)
- …registrations in order to refer clients to registered representatives in partnership with wealth management teams. No direct investment sales are made by the ... must actively maintain FINRA registrations to meet defined referral client and wealth management introductions. Position requires the FINRA SIE, Series 6… more
- Insight Global (San Francisco, CA)
- …and service to their clients. Our Financial Advisors must be proficient with advanced Wealth Management techniques on all facets of investments, taxes and ... trust and estate planning. Responsibilities include onboarding new clients,...work, preferably at a professional financial services company or wealth management firm * Experience developing a… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …Half Financial Services is recruiting for a Tax Planner at a Nationally recognized Wealth Management Firm. This is a full-time permanent role based in Marin ... high-net-worth individuals, executives, and multi-generational families. + Collaborate with Wealth Advisors to integrate tax planning with estate, investment, and… more
- City National Bank (Los Angeles, CA)
- …to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and ... personal trust relationships, propriety mutual funds, investment management , broker/dealer and security sales and trading activities. IT audits including… more
- City National Bank (Los Angeles, CA)
- …environment * 10 years of experience with bank products and services (eg deposits, wealth management , cash management , international. etc.) *WHAT'S IN IT FOR ... on-boarding new clients or expanding current clients with new investment management and trust , new loan facilities, new deposits, and all other solutions. Lead… more
- BMO Financial Group (San Jose, CA)
- …and refers business opportunities to key partners, including Commercial Banking and Wealth Management , to deliver holistic client solutions.** **U.S. Only:** ... to ensure data insights inform business decision making. + Coordinates the management of databases; ensures alignment and integration of data in adherence with… more