- JPMorgan Chase (Irvine, CA)
- …are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and ... on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Acting as the first point of contact, you'll guide clients through complex wealth strategies while collaborating with a highly skilled team dedicated to delivering ... Key Qualifications + 4+ years of experience at an RIA or comparable wealth management firm, with direct exposure to HNW clients. + CFP(R) designation required.… more
- HUB International (San Rafael, CA)
- …with over $134B in retirement plan assets under advisement, and $8.5B in individual wealth assets under management. With over 350 producing advisors in more than 120 ... plans with over 900,000 retirement plan participants, and over 21,000 individual wealth accounts. Due to rapid growth we are expanding our operational team.… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …guidance tailored to each individual's goals and values. Role Overview The Wealth Architect is responsible for managing and deepening relationships with existing ... specialists, and external professionals to craft and execute personalized wealth strategies. Key Responsibilities + Lead client relationship management, including… more
- Bank of America (Beverly Hills, CA)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description A boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm specializes ... founders, elite investors, and multi-generational families. The firm integrates wealth strategy, investment management, financial operations, and family office… more
- 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 ... clients achieve financial wellness, and committed to developing their career in wealth management. The position offers an opportunity to learn from an experienced… 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 ... 2 years of client service experience, preferably in financial services or wealth management. + Familiarity with broker-dealer platforms; experience with LPL is… more
- TIAA (Sherman Oaks, CA)
- …Private Asset Management is an individual client-facing, investment manager opportunity ( wealth management). Candidates should possess this level of experience for ... Series 65 **Required Qualifications:** + 5+ years working directly with wealth management clients **Preferred Qualifications:** + 7+ years working directly with… more
- Comerica (Costa Mesa, CA)
- …loans submitted to loan committee. Responsibilities Direct the activities of a Private Wealth to expand market share, increase loans, deposits, AUM, and fee income ... of business unit strategy working closely with Regional and National Private Wealth leaders. Effectively lead and manage the team. Provide coaching, training,… more