- JPMorgan Chase (Walnut Creek, CA)
- …+ Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for ... owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal… more
- BlackRock (San Francisco, CA)
- …funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels. Currently, MASS handles over $1 trillion in ... in our Model Portfolios business, one of the most significant evolutions in the Wealth Management industry over the last decade and a growth driver within MASS and… more
- Wells Fargo (Irvine, CA)
- …the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. ... focused on estate services within the Banking, Lending, and Trust division of Wealth and Investment Management. Learn more about the career areas and lines of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with associates and analysts for seamless execution + Support clients with wealth transfer, philanthropy, and tax-efficient strategies + Maintain close ties with ... + Bachelor's degree with 2+ years in client-facing roles (family office or wealth management experience ONLY) + Strong communication skills; highly responsive with a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …shared accounts + Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies + Maintain strong relationships with ... degree required + 6-8+ years of experience in client-facing roles within wealth management, family office, or related industries + Exceptional interpersonal and… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Branch Complex Senior Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... / P&L management; and exception management + Execute on strategic vision of the Wealth and Investment Management (WIM) group of Wells Fargo to help Advisors and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …client accounts. + Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies. + Maintain strong relationships with ... degree required; 6-8+ years of experience in client-facing roles within wealth management, family office, or related industries. + Strong interpersonal and… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description Job Posting: Financial Planning Associate - Wealth Management A well-established, people-first wealth management firm in the East Bay is seeking a ... passionate and detail-oriented Financial Planning Associate to join its collaborative team. With a strong reputation for fiduciary excellence and a client-centric approach, this firm offers a supportive environment where professionals can grow, thrive, and… 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 Portfolio ... reporting and rebalancing tools. + Experience with Registered Investment Advisors or wealth management firms. Excited about this role? We'd love to hear from… more
- Stanley Black and Decker (Sacramento, CA)
- …your skills along multiple career paths. + **Learn:** Have access to a wealth of learning resources, including our Lean Academy, Coursera(R) and online university. + ... Development:** Our lifelong learning philosophy means you'll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online… more