- Bank of America (San Jose, CA)
- Wealth Management Banking Specialist San Jose, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Jose/ Wealth -Management-Banking- Specialist \_25019243-2) **Job Description:** Merrill Wealth … more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist - Wealth Management $80-90K + Bonus + 6% 401(k) Match | San Francisco (Hybrid) Jennifer Fukumae with Robert Half Finance & ... wealth management firm to hire a Client Service Specialist . This team supports ~700 client families with highly...and general service workflows Requirements + 3+ years in wealth management, brokerage, or investment advisory +… more
- Deloitte (Fresno, CA)
- …plan operations and complance activities associated with Deloitte's US Wealth Accumulation Program, the Deloitte branded retirement program consisting of 401(k) ... oversee the work of a Manager and a Senior Specialist , coordinate with various internal and external stakeholder groups,...external stakeholder groups, and report to the Senior Manager, Wealth Accumulation Leader. Recruiting for this role ends on… more
- Charles Schwab (Los Angeles, CA)
- …This includes interfacing with the branch Regional Market Executive and developing specialist wealth management teams accountable for shared goals of growth, ... Wealth Advisory (SWA), and SWA Centralized Service & Operations . Schwab Wealth Advisory is a premier,...founded on a financial plan and applying a meticulous investment methodology. The Schwab Wealth Advisory Director… more
- Vanguard (Oakland, CA)
- …Personalized Indexing (VPI) provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who service ... management, reporting, and compliance processes, including VPI's annual Global Investment Performance Standards (GIPS) certification. + Key Interface with VPI's… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …enhanced for efficiency and quality. Requirements + 3+ years of experience in wealth management, brokerage, or investment advisory. + Bachelor's degree strongly ... Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service... Management Firm seeking a full-time, experienced Client Service Specialist to join their growing team. This role is… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …nationally recognized financial services firm dedicated to providing the industry's premier wealth management and retirement plan investment advisory services to ... Position Objective, Typical Duties and Responsibilities We're currently seeking a Compliance Specialist to support the firm's Compliance Program. You will report to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Must have prior experience in wealth management, brokerage, or investment advisory. + Strong understanding of financial operations (eg, ACAT, ACH, ... About the Role We're seeking an experienced Client Service Specialist to join a boutique wealth management firm. This is a back-office role with some client… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This role is ... love to connect! Requirements What We're Looking For + 3+ years in wealth management, brokerage, or investment advisory. + Bachelor's degree strongly preferred.… more
- Deloitte (Los Angeles, CA)
- …specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & ... to work in a collaborative environment? As an experienced Ent Imaging & Radiant/Cupid Specialist you will have the ability to share new ideas and collaborate on… more