- JPMorgan Chase (Los Angeles, CA)
- …you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships ... environment to deliver solutions for clients + Demonstrated understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7… more
- JPMorgan Chase (San Francisco, CA)
- …your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions ... + Prepare and review prospect/banking products pitches + Validate source of wealth of clients + Periodic updating of client backgrounds + Client… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Join a people-first, high-touch wealth management firm with over 15 years of advisory experience and a client base built almost entirely on referrals. ... Looking For + Bachelor's degree and 2+ years in client service ( wealth management preferred) + Experience with broker-dealer platforms (LPL strongly preferred) +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and process account paperwork accurately and on time + ... + Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft Office; experience with Box,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Analysts. + Support clients and their advisors in implementing complex wealth transfer, philanthropic, and tax-advantaged strategies. + Maintain relationships with ... years of experience in client-facing roles, preferably within family offices, wealth management, or related industries. + Strong interpersonal and communication… more
- Citigroup (Beverly Hills, CA)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… 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 ... to create and document processes. Preferred: + Background in RIA or wealth management environments. + Experience in portfolio analysis and business process… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …client relationships, delivering comprehensive financial advice, and coaching Associate Wealth Architects. This role collaborates with senior advisors, technical ... modeling and investment policy execution. + Supervise and mentor Associate Wealth Architects, supporting their professional development. + Ensure compliance with… 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 services ... (Tamarac or similar). + Background in the Registered Investment Advisor or wealth management space. + Process automation or scripting experience. + Knowledge of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …fully customized, single-family-office-style services. Its integrated approach spans wealth strategy, investment management, family office administration, and ... Qualifications + 3-5+ years of client service experience in a white-glove wealth management, family office, RIA, or UHNW environment. + Experience working directly… more