- Robert Half Finance & Accounting (San Jose, CA)
- …Michelle Espejo via email or LinkedIn for additional information or questions. Tax Advisor| Wealth Management| San Jose Our client is a growing wealth management ... firm serving high-net-worth individuals and families with thoughtful, full-service advice. Known for its collaborative culture and client-first mindset, the firm is expanding its tax advisory offering to meet rising demand. This Tax Advisor role is a chance to… more
- JPMorgan Chase (Hemet, CA)
- As a Practice Management Consultant within JP Morgan Wealth Management, you will be responsible for supporting the development of Financial Advisors with the ... capabilities:** + 6+ years broad business and sales experience in the wealth management industry + Proven leadership experience and ability to effectively partner… more
- US Bank (Watsonville, CA)
- …and discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and ... insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio… more
- JPMorgan Chase (Cupertino, CA)
- Shape the future of wealth management by driving innovation and growth at JP Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making ... financial services. As the Business Development Consultant within JP Morgan Wealth Management, you are responsible for executing strategic business initiatives and… more
- JPMorgan Chase (Irvine, CA)
- …this is the team for you. As a Personal Advisor, in JP Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create ... **Job responsibilities** + * Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and recommend strategic planning opportunities + Provide internal guidance to wealth advisors on tax‑related topics and planning considerations + Knowledge in ... estate and gift tax planning is highly desirable + California return experience required; multi‑state experience preferred Benefits & Perks + Medical, dental, vision, life, and disability insurance + Health Savings Account (HSA) option + $75 monthly wellness… more
- Bank of America (Palo Alto, CA)
- Wealth Management Client Associate Palo Alto, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Palo-Alto/ Wealth -Management-Client-Associate\_25035842) **Job Description:** At Bank of America, we are… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …both short‑ and long‑term client outcomes + Provide internal guidance to wealth advisors on tax‑related questions and planning opportunities + Knowledge of estate ... and gift tax planning is highly valued + California return experience required; multi‑state exposure preferred Benefits & Perks + Medical, dental, vision, life, and disability insurance + Health Savings Account (HSA) option + $75 monthly wellness allowance +… more
- Citigroup (Sunnyvale, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as… more
- JPMorgan Chase (Irvine, CA)
- …+ Attract, retain and develop a team of Personal Advisors in a strategic hub + Ensure talent and performance strategies are in place to coach, develop and promote ... Personal Advisors, including performing call monitoring reviews to ensure quality interactions + Drive integration with One Chase partners to include but may not be limited to Banking, Lending and digital + Closely partner with the Supervisory Management and… more