- City National Bank (Los Angeles, CA)
- …and strategies is needed. * Develop/Maintain strong working knowledge of Wealth Station, SEI, CSS, Odyssey, myReferrals, myCNB, and other programs required ... authorities and of City National Securities and the CNS Advisor Product * Maintain a proactive commitment to established...of other Bank products and services, particularly those of Wealth Management * Maintain a strong working knowledge of… more
- Citigroup (Los Angeles, 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
- Umpqua Bank (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Umpqua, we create a ... company objectives. + Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals. + Reports on the… more
- Customs and Border Protection (Imperial, CA)
- …Border Patrol Agent (Sector Programs Agent), you will serve as an assistant advisor to USBP Sector Headquarters on matters regarding USBP Nation-wide and will assist ... Veterans, Peace Corps/VISTA volunteers, and persons with disabilities possess a wealth of unique talents, experiences, and competencies that can be invaluable… more
- CH Robinson (Long Beach, CA)
- …+ Begin to develop the skill to serve as a custom's trusted advisor , transitioning from the day-to-day data entry fundamentals to true customs brokerage account ... all employees feel welcomed, valued and respected. EOE//Disabled/Veteran **Benefits** **Your Health, Wealth and Self** Your total wellbeing is the foundation of our… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description Paraplanner - Boutique Wealth Management Firm East Bay| Hybrid $70,000-$105,000 DOE + Discretionary Bonus + Exceptional Retirement Contributions A ... and Teams + Experience with MoneyGuidePro, Holistiplan, Tamarac CRM/reporting, and Schwab Advisor Center is a plus + Curious, self-motivated, reliable, and eager to… more
- Conagra (Oakdale, CA)
- …you'll do in this role: + **Strategic HR Partner** : Serve as a trusted advisor to leadership, offering daily HR guidance and coaching to drive team performance and ... wellness incentive program, mental wellbeing support and fitness reimbursement + Wealth : Great pay, bonus incentive opportunity, matching 401(k) and stock purchase… more
- BMO Financial Group (Palo Alto, CA)
- …integrated BMO One Client focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth initiatives for the ... or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives,… more
- Charles Schwab (Los Angeles, CA)
- …pivoting when necessary. + Partnering with marketing, charitable strategists, and Schwab Advisor Services to develop and deliver relevant content that is on message ... services industry experience + Relationship management experience in the private wealth and/or investment management industries + Experience serving advisors to… more
- CH Robinson (Los Angeles, CA)
- …policies and procedures to maintain compliance. + Serve as a strategic advisor on sanctions risk, transaction-level red flags, and compliance issues related to ... all employees feel welcomed, valued and respected. EOE//Disabled/Veteran **Benefits** **Your Health, Wealth and Self** Your total wellbeing is the foundation of our… more