- Robert Half Finance & Accounting (Orinda, CA)
- …and ready to grow under expert guidance? Join a boutique, fee-only wealth management firm known for deep client relationships, thoughtful financial plans, and ... plans using industry-leading tools like Tamarac, MoneyGuidePro, Holistiplan, and Schwab Advisor Center + Support process improvements and special projects to enhance… more
- Coinbase (Sacramento, CA)
- …met and work is carried out in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they are valued. Ensure their voices are ... of proficiency in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management, Corporate Fiance, Asset Management or FinTech * Understanding of… more
- Robert Half Office Team (San Diego, CA)
- …Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide range of ... skills and attention to detail. * Industry experience is a plus in wealth management or financial services sector. * Ability to perform accurate data entry… more
- Fifth Third Bank, NA (El Segundo, CA)
- …+ Work with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for ... Experience + Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met + Lead and coordinate all… more
- LTD Global (Livermore, CA)
- …products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local ... culture. 6. Stakeholder Partnership & Communication + Serve as a trusted advisor to HR business partners and business leaders on compensation matters. +… more
- Bank of America (Los Angeles, CA)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in… more
- Citigroup (San Francisco, CA)
- …to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product ... + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and… more
- Comerica (San Jose, CA)
- …Business Development Officer The Business Development Officer (aka Small Business Advisor /SBA) role will be responsible for increasing the Bank's profitability by ... three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and… more
- Comerica (San Mateo, CA)
- …lending needs up to 100K (future will be up to $250K) The trusted advisor will be committed to new business development, conducting quality conversations to build ... three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and… more
- Citigroup (San Francisco, CA)
- …to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product ... + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and… more