- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Branch Complex Senior Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... exception management + Execute on strategic vision of the Wealth and Investment Management (WIM) group of Wells Fargo to help Advisors and Client Associates… more
- Wells Fargo (San Francisco, CA)
- …discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * ... on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax, specialty assets,… more
- JPMorgan Chase (San Francisco, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …client and prospect databases. + Assist with technology integration and document management . Reach out to Michelle Espejo via LinkedIn or email for immediate ... consideration and additional info. Requirements + 2+ years of financial planning experience in a RIA + Must be at least already in the CFP program if currently not a CFP + Must have strong communication and relationship building skills Reach out to Michelle… more
- Enterprise Bank & Trust (Cerritos, CA)
- …+ Identify deposit driven commercial relationships and present solutions using treasury management , wealth products and other services. + Manages and services ... as a mentor to other relationship managers within the organization and could evolve into a management or team leader role. **Essential Duties and Responsibilities:**… more
- Wells Fargo (San Diego, CA)
- …then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs ... business + Knowledge and understanding of Branch Banking compliance controls, risk management , and loss prevention + Ability to follow policies, procedures, and… more
- Wells Fargo (San Diego, CA)
- …then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs ... business * Knowledge and understanding of Branch Banking compliance controls, risk management , and loss prevention * Ability to follow policies, procedures, and… more
- Wells Fargo (Beverly Hills, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and… more
- Charles Schwab (Los Angeles, CA)
- …preferred. + 5 + years of financial services industry experience + Relationship management experience in the private wealth and/or investment management ... Charitable Consulting is responsible for long-term sustainable growth, relationship management , a premium client experience and providing timely, relevant charitable… more