- Robert Half Finance & Accounting (Orinda, CA)
- Description A well-established, fiduciary-focused wealth management firm with several hundred million dollars under management is seeking an Associate ... financial wellness, and committed to developing their career in wealth management . The position offers an opportunity...openings must be legally authorized to work in the United States . Benefits are available to contract/temporary… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known for ... of 2 years of client service experience, preferably in financial services or wealth management . + Familiarity with broker-dealer platforms; experience with LPL… more
- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... **About Us :** At Umpqua, we create a great place to...level professionals. + Proven business development, relationship and portfolio management , private banking, and wealth management… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …outcomes. Key Qualifications + 4+ years of experience at an RIA or comparable wealth management firm, with direct exposure to HNW clients. + CFP(R) designation ... first point of contact, you'll guide clients through complex wealth strategies while collaborating with a highly skilled team...openings must be legally authorized to work in the United States . Benefits are available to contract/temporary… more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description Portfolio Administrator - Investment Operations A mission-driven wealth management firm is seeking a detail-oriented and technically skilled ... rebalancing tools. + Experience with Registered Investment Advisors or wealth management firms. Excited about this role?...openings must be legally authorized to work in the United States . Benefits are available to contract/temporary… more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description A mission-driven wealth management firm is seeking a Portfolio Administrator to play a key role in delivering high-quality investment management ... similar). + Background in the Registered Investment Advisor or wealth management space. + Process automation or...openings must be legally authorized to work in the United States . Benefits are available to contract/temporary… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Requirements Qualifications + 3-5+ years of client service experience in a white-glove wealth management , family office, RIA, or UHNW environment. + Experience ... US job openings must be legally authorized to work in the United States . Benefits are available to contract/temporary professionals, including medical,… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …seeking a highly organized and detail-oriented Portfolio Administrator to join our growing wealth management team. This role is essential to the smooth execution ... reporting and rebalancing tools (eg, Tamarac) + Background in wealth management or Registered Investment Advisor (RIA)...openings must be legally authorized to work in the United States . Benefits are available to contract/temporary… more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description A growing wealth management firm is seeking a Portfolio Administrator to ensure the accuracy, efficiency, and operational excellence of client ... and document processes. Preferred: + Background in RIA or wealth management environments. + Experience in portfolio...openings must be legally authorized to work in the United States . Benefits are available to contract/temporary… more
- Robert Half Office Team (San Diego, CA)
- Description About the Company Our client, a reputable and growing wealth management firm, is seeking a detail-oriented and proactive Administrative Assistant to ... as an Administrative Assistant, preferably within financial services, banking, or wealth management . + Strong organizational and multitasking skills with… more