- HUB International (San Rafael, CA)
- …with over $134B in retirement plan assets under advisement, and $8.5B in individual wealth assets under management . With over 350 producing advisors in more than ... 120 offices throughout the United States, GRP's financial advisors provide investment services to over 9,000 retirement plans with over 900,000 retirement plan… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …internal teams and external advisors (CPAs, attorneys, etc.) to deliver holistic wealth management solutions. + Oversee client meeting preparation, follow-up ... Description A values-driven wealth advisory firm is seeking an exceptional Planner...items. + Guide clients through complex planning topics including investment management , tax strategies, estate and philanthropic… more
- JPMorgan Chase (San Francisco, CA)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...from existing client base. + Market and implement complex investment solutions in accordance with High-Net-Worth client's investment… more
- Citigroup (Beverly Hills, CA)
- …Help clients achieve broad financial/ investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment , risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Citigroup (Los Angeles, CA)
- …Help clients achieve broad financial/ investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's...investment , risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Columbia Bank (Sacramento, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Sacramento, California Greenwood Village, Colorado San ... the presentation of potential solutions. + Speak to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance… more
- Columbia Bank (San Diego, CA)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... Role:** A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing...expertise in the management of trust and investment relationships, utilizing effective investment solutions that… more
- Columbia Bank (Los Angeles, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... requires expertise in simple to intermediate estate planning, tax planning and advanced investment management . + Primary role is to pursue business development… more
- BlackRock (San Francisco, CA)
- …San Francisco or New York BlackRock is a world-class provider of global investment management , risk management and advisory services to institutional, ... investment vehicles, and the industry-leading iShares(R) ETFs. BlackRock's Transition Management team helps institutional clients restructure their investment … more
- Columbia Bank (San Jose, CA)
- Healthcare Relationship Manager Wealth Management San Jose, California **Description** **About Us:** At Columbia, we create a great place to work by offering a ... advises, manages, and retains Healthcare and Professional Banking client relationships. Wealth management services to these clients include: deposit, cash… more