- Charles Schwab (Los Angeles, CA)
- **Your opportunity** At Schwab , you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the ... You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship...desire to grow under the mentorship of a seasoned advisor , this could be the role for you. **What… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …departments. Requirements + 3+ years of client service experience, ideally within a RIA or wealth management firm. + Experience with Schwab is a major plus. + ... Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate. You...and professional pursuits. Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We're seeking a driven ... and detail-oriented Client Service Advisor to join this dynamic team! This is your...years of experience within the financial services sector, specifically Wealth Management + A history of job stability. +… more