- Charles Schwab (Corte Madera, CA)
- …Service experience **Preferred Qualifications:** + Previous experience in Financial Services/ Wealth Management and/or closely related industry. + While ... licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses + Ability to handle client needs with tact and diplomacy + Outstanding written and oral… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description Paraplanner - Boutique Wealth Management Firm East Bay| Hybrid $70,000-$105,000 DOE + Discretionary Bonus + Exceptional Retirement Contributions A ... well-established, independent RIA firm with ~$500M in AUM is seeking a Paraplanner to join their collaborative, tight-knit team in the East Bay. This role is ideal for someone passionate about personal finance and on the path to becoming a CERTIFIED FINANCIAL… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …on LinkedIn for a conversation and apply directly. Join a new and growing wealth management firm focused on building long-term client relationships and an ... exceptional team culture. Jennifer Fukumae at Robert Half is partnering with a boutique RIA in Walnut Creek that is actively hiring a Client Service Associate to support their growing client base and advisory team. This is an exciting opportunity to get in on… more
- Comerica (San Jose, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in my network. Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world's most sophisticated ... families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. As part of a growing team that manages bespoke… more
- Robert Half Office Team (Encinitas, CA)
- …services and operations teams. This firm is known for its personalized approach to wealth management and its collaborative, professional culture. This is a great ... opportunity for someone who enjoys working in a structured environment, values discretion, and is looking for a flexible schedule that combines remote and in-office work. Key Responsibilities: + Manage calendars, schedule meetings, and coordinate travel… more
- Citigroup (San Francisco, CA)
- …Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management , enabling you to fulfill or provide appropriate ... referrals to meet client needs + Invest in personal development and provide peer mentoring as appropriate within the team + Digitally savvy; comfortable adopting new technologies, explaining digital tools to clients, and interacting with clients across… more
- BMO Financial Group (Los Angeles, CA)
- …initiatives, strategies, policies and developments for and on behalf of BMO's US Wealth Management operating group. Provides legal advice based on knowledge of ... fiduciary principles, the financial services environment, and industry practices. Influences and negotiates to achieve business objectives. Works to achieve organizational goals while minimizing legal risk.** **Makes recommendations to senior leaders on… more
- Comerica (San Jose, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal… more
- Comerica (Palo Alto, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal… more