- Robert Half Finance & Accounting (San Francisco, CA)
- …Bachelor's degree required; 6-8+ years of experience in client-facing roles within wealth management , family office, or related industries. + Strong ... and families, offering a full suite of solutions including investment management , estate and tax planning, lending strategies, and family office services.… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Join a people-first, high-touch wealth management firm with over 15 years of advisory experience and a client base built almost entirely on ... Looking For + Bachelor's degree and 2+ years in client service ( wealth management preferred) + Experience with broker-dealer platforms (LPL strongly preferred) +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …6-8 years of experience in client-facing roles, preferably within family offices, wealth management , or related industries. + Strong interpersonal and ... and families, offering a comprehensive suite of services including investment management , financial and retirement planning, lending strategy, and bespoke family… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …+ Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft Office; experience with ... clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and process account paperwork accurately and on time +… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …Half Financial Services is recruiting for a Tax Planner at a Nationally recognized Wealth Management Firm. This is a full-time permanent role based in Marin ... high-net-worth individuals, executives, and multi-generational families. + Collaborate with Wealth Advisors to integrate tax planning with estate, investment, and… more
- BMO Financial Group (CA)
- …of Bank products, services, and organization. + In-depth/expert knowledge of the wealth management and/or the financial industry + Seasoned professional with ... to navigate the transition process and make complex business and personal wealth decisions + Advise on strategic alternatives for clients and prospects considering… more
- Fifth Third Bank, NA (El Segundo, CA)
- …landscape. Portfolio Management + Work with One Bank partners (Treasury Management ., Capital Markets, and Wealth Management etc.) analyze, evaluate ... analysis, in order to offer beneficial banking solutions (eg loans, treasury management , capital markets) based on clients and prospects needs. This role is… more
- City National Bank (Los Angeles, CA)
- …Business Control Officer ("BCO") and Business Control Managers ("BCM"s) for Fidciary and Wealth Management and will partner with the Risk Framework leadership ... of controls to aid in implementation of regulation, rules, and risk management requirements. * Analyze, evaluate and periodically review relevant risk management… more
- Deloitte (Sacramento, CA)
- …consumer or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance provider, ... liaise with client counterparts, and actively participate in discussions on project management and work delivery needs + Manage project teams in providing… more
- Bank of America (Chico, CA)
- …role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management . Once you have honed your skills and demonstrated success ... advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies +… more