- 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …optimize both short‑ and long‑term outcomes. + Provide internal guidance to wealth advisors on tax‑related questions and planning considerations. + Knowledge of ... estate and gift tax planning is highly desirable. + California return experience required; multi‑state exposure preferred. Benefits & Perks + Medical, dental, vision, life, and disability insurance + Health Savings Account (HSA) option + Monthly wellness… 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
- Citigroup (San Francisco, CA)
- …+ Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. + Manage accounts of high ... net worth investors and jointly develop financial strategies with the Private Bankers. + Conduct sophisticated economic and financial market analyses. + Analyze economic trends/activities and advise the effects on the investors' portfolios + Recommend changes… more
- Bank of America (Palo Alto, CA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Palo-Alto/Merrill-Market-Client-Relationship-Manager\_25049105) **Job Description:** Merrill Wealth Management is a ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Los Angeles, CA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_24007333) **Job Description:** Merrill Wealth Management is a ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (San Diego, CA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Diego/Merrill-Market-Client-Relationship-Manager\_25042894) **Job Description:** Merrill Wealth Management is a ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Newport Beach, CA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Merrill-Supervision-Manager\_25042721) **Job Description:** Merrill Wealth Management is a leading ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Wells Fargo (Woodland Hills, CA)
- **About this role:** Wells Fargo is seeking a Market Growth Director in Wealth and Investment Management as part of Wells Fargo Advisors. This role is part of the ... Advisor participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales, full...and deposit balances + Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership… more