- 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 passionate and detail-oriented Financial Planning Associate to join its collaborative team. With... lives. About the Firm This fee-only Registered Investment Advisor manages approximately $500 million in assets and is… more
- City National Bank (Los Angeles, CA)
- …Investment Relationship Officers and Assistant Investment Officers supporting the Financial Advisors and licensed representatives of City National Securities. ... Provide training for Financial Advisors, Investment Relationship Officers, Assistant Investment Officers, and...strategies is needed. * Develop/Maintain strong working knowledge of Wealth Station, SEI, CSS, Odyssey, myReferrals, myCNB, and other… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to join its growing team. This firm delivers highly customized financial solutions to ultra-high-net-worth individuals and families, including investment management, ... 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… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to join its growing team. This firm is known for delivering bespoke financial services to ultra-high-net-worth individuals and families, offering a full suite of ... Senior Client Service Associate will serve as a trusted advisor and primary point of contact for a select...accounts. + Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies. + Maintain strong… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …clients with a full spectrum of services, including investment management, financial planning, lending strategy, and bespoke family office solutions. The ideal ... 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)
- …families, offering a comprehensive suite of services including investment management, financial and retirement planning, lending strategy, and bespoke family office ... Analysts. + Support clients and their advisors in implementing complex wealth transfer, philanthropic, and tax-advantaged strategies. + Maintain relationships with… more
- Citigroup (Beverly Hills, CA)
- …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 relationships with client families that.../investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment,… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description About the Firm The Company is a boutique wealth management firm committed to delivering personalized financial guidance to a select group of clients. ... 2+ years of experience in client service, preferably in financial services or wealth management + Strong...but not required) + Experience in a Registered Investment Advisor (RIA) environment + Comfort with automation tools or… more
- Citigroup (Los Angeles, CA)
- … + 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 relationships with client families that.../investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client-focused Registered Investment ... Advisor (RIA). This is a full-time permanent role based...Hybrid schedule. This RIA helps individuals and families reach financial wellness with care and clarity. This role is… more