- Robert Half Finance & Accounting (San Francisco, CA)
- …additional info and immediate consideration. Requirements + 8+ years in financial planning, wealth management . + CFP (R) certification required; Series 65 or ... client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and… more
- JPMorgan Chase (Los Angeles, CA)
- …solutions, and retirement strategies + Bachelor's degree and Certified Financial Planner ( CFP ) or Wealth Management Certified Professional (WMCP) designation ... The Private Client experience at JP Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP)… more
- TIAA (Pasadena, CA)
- … management clients **Preferred Qualifications:** + 7+ years working directly with wealth management clients + CFA, CFP Certification + University Degree ... **Portfolio Manager** The TIAA Private Asset Management Portfolio Manager serves as a central point...of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best… more
- Nuveen Investments (Sherman Oaks, CA)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- JPMorgan Chase (San Diego County, CA)
- …Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase ... Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high...advanced degree such as an MBA or equivalent. + CFP or CFA designation. FEDERAL DEPOSIT INSURANCE ACT: This… more
- JPMorgan Chase (Palo Alto, CA)
- …will also be a plus. As a Vice-President, Wealth Planner within JP Morgan Wealth Management , you will need a deep understanding of tax and trust & estate ... for people as well as planning and for the wealth management industry overall, must demonstrate independent...4-year college degree and either JD, LLB, CPA or CFP + 5 plus years of practice as a… more
- Bank of America (San Francisco, CA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Private- Wealth -Relationship-Manager--FP-\_25025589-2) **Job Description:** ... Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and… more
- Zions Bancorporation (Irvine, CA)
- …the possibilities are endless. You bring the talent; we bring the opportunity. Zions Wealth Management is a specialized division within the bank that offers ... risk management . The primary goal of a wealth management group is to help clients...65 and General Lines Insurance Agent licenses required. + CFP (R) preferred This position is eligible to earn a… more
- Charles Schwab (San Diego, CA)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... enable you to leverage a vast array of holistic wealth management products as you help clients...skills include: + CWS(R) or CPWA designation required + CFP (R) or CFA designation required + Active and valid… more
- Umpqua Bank (Sacramento, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Los Angeles, California San Diego, California San ... understanding of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to… more