- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm located in the heart of Walnut Creek, CA, is ... required. + 2+ years of experience in client service, preferably within wealth management or financial services. + Familiarity with broker-dealer platforms;… more
- JPMorgan Chase (San Francisco, CA)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad… more
- JPMorgan Chase (San Francisco, CA)
- …plus years of work experience prospecting, acquiring, and developing private banking/ wealth management relationships with ultra-high net worth individuals and ... * Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs * Partner with… more
- Citigroup (Beverly Hills, CA)
- …opportunities and working collaboratively with partners across banking, lending, and wealth management .** **Qualifications** **:** **Minimum of 10 years of ... to directly impact one of the highest-growth segments within Citi's Wealth business.** **Key Responsibilities** **:** **Originate new business for Citi's Escrow… more
- Comerica (Costa Mesa, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... loans submitted to loan committee. Responsibilities Direct the activities of a Private Wealth to expand market share, increase loans, deposits, AUM, and fee income… more
- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... and executive level professionals. + Proven business development, relationship and portfolio management , private banking, and wealth management skills. +… more
- Wells Fargo (San Francisco, CA)
- … Investment Consultant) in the Alternative Investments group as part of Wealth & Investment Management (WIM). Alternative Investment products include hedge ... in each market and across all channels within Wells Fargo's Wealth and Investment Management division (WFA, FINET and the Private Bank) to gain support,… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description A well-established, fiduciary-focused wealth management firm with several hundred million dollars under management is seeking an Associate ... achieve financial wellness, and committed to developing their career in wealth management . The position offers an opportunity to learn from an experienced… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known for ... of 2 years of client service experience, preferably in financial services or wealth management . + Familiarity with broker-dealer platforms; experience with LPL… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …outcomes. Key Qualifications + 4+ years of experience at an RIA or comparable wealth management firm, with direct exposure to HNW clients. + CFP(R) designation ... Acting as the first point of contact, you'll guide clients through complex wealth strategies while collaborating with a highly skilled team dedicated to delivering… more