- Robert Half Finance & Accounting (San Francisco, CA)
- …point of contact for a select group of clients, acting as a trusted advisor and strategic partner. You'll lead service delivery, mentor junior team members, and ... shared accounts + Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies + Maintain strong relationships with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …environment. Position Overview The Senior Client Service Associate will serve as a trusted advisor and primary point of contact for a select group of clients. This ... client accounts. + Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies. + Maintain strong relationships with… 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 ... structure. + Commitment to diversity, equity, and inclusion. + SEC-registered investment advisor . Excited about this opportunity? Apply today and send your resume… 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 ... and hybrid work structure. + Equal opportunity employer and SEC-registered investment advisor . Excited about this opportunity? Apply today and send your resume via… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …to join its growing team. This role is ideal for a experienced advisor who thrives in a collaborative, service-oriented environment and is passionate about making ... guidance tailored to each individual's goals and values. Role Overview The Wealth Architect is responsible for managing and deepening relationships with existing… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as… 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 (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 ... impact in clients' financial lives. About the Firm This fee-only Registered Investment Advisor manages approximately $500 million in assets and is known for its long… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a full-time permanent role based in San Mateo ... and warmth + Manage client service requests and support Wealth Advisors + Prepare and process account paperwork accurately...+ 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft Office;… 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 ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more