- City National Bank (Irvine, CA)
- … business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager , etc.) to ensure proposed new relationships are ... and select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team… more
- Brunswick (Richmond, CA)
- …the region. This also may include teaching the dealer how to maximize investment through e-marketing, etc. + Support communication across Brunswick business units. + ... & RV to Specialty Vehicles and beyond. Our broad portfolio consists of the industry's leading brands in Power...growth and development, recognizing that people come with a wealth of experience and talent beyond just the technical… more
- Bank of America (Chico, CA)
- …$100k-$5mm. Key responsibilities include identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that ... including partnering with management to assess financial goals and recommending investment advisory strategies + Understands client solutions that are best suited… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and investment reviews. + Serve as a primary relationship manager for clients, providing proactive communication and thoughtful guidance. + Collaborate with ... Description A values-driven wealth advisory firm is seeking an exceptional Planner...junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, client-facing role that… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Francisco is seeking a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and ... families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services. Client… more