- Bank of America (Los Angeles, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... and institutions. Merrill Wealth Management is one of the largest...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Wells Fargo (San Francisco, CA)
- …Description **About this role:** Wells Fargo is seeking an **Administrative Assistant** within ** Wealth Investment Management Team** **.** Learn more about ... manage a busy calendar and appointments + Experience working with project management + Ability to handle confidential material in a professional manner +… more
- Charles Schwab (San Francisco, CA)
- …services industry experience + Relationship management experience in the private wealth and/or investment management industries + Experience serving ... Charitable Consulting is responsible for long-term sustainable growth, relationship management , a premium client experience and providing timely, relevant charitable… more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description Portfolio Administrator - Investment Operations A mission-driven wealth management firm is seeking a detail-oriented and technically skilled ... Tamarac portfolio reporting and rebalancing tools. + Experience with Registered Investment Advisors or wealth management firms. Excited about this role? We'd… more
- Citigroup (Los Angeles, CA)
- …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems.… more
- Wells Fargo (Palo Alto, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and… more
- TIAA (Sherman Oaks, CA)
- …Manager - Private Asset Management is an individual client-facing, investment manager opportunity ( wealth management ). Candidates should possess ... team of updated knowledge of capital markets and the investment management industry to make informed decisions...65 **Required Qualifications:** + 5+ years working directly with wealth management clients **Preferred Qualifications:** + 7+… more
- JPMorgan Chase (San Francisco, CA)
- …acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs * ... plus years of work experience prospecting, acquiring, and developing private banking/ wealth management relationships with ultra-high net worth individuals and… more
- City National Bank (Los Angeles, CA)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of ... Wealth Management , is a leadership role as...Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment… more
- PNC (Los Angeles, CA)
- …have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust ... responsible for developing client solutions and strategies, including lending, investment management , estate/retirement planning and trust administration. PNC… more