- Robert Half Finance & Accounting (Orinda, CA)
- …journey and ready to grow under expert guidance? Join a boutique, fee-only wealth management firm known for deep client relationships, thoughtful financial ... culture of mentorship. With approximately $500M in assets under management and an average employee tenure exceeding 8 years,...If you're currently enrolled or planning to start the CFP (R) program, this role offers an unparalleled opportunity to… more
- Robert Half Finance & Accounting (Orinda, CA)
- …learn from a team that actually does it right? Join a boutique, fee-only wealth management firm that's known for its deep relationships, thoughtful planning, and ... If you're currently in (or about to begin) a CFP (R) program and want to apply what you're learning...Are already enrolled in (or planning to start) a CFP (R) program + Want to work somewhere that actually… more
- TIAA (Walnut Creek, CA)
- The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep ... understanding of financial markets and a tailored approach to investment management . In this role, strategic thinking and trust-building with clients are central,… more
- Bank of America (Beverly Hills, CA)
- …and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... community Desired Qualifications: * MBA or Post-Graduate Degree * CFP , CPA, CFA, CTFA, CFM or JD a significant...Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +… 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
- Robert Half Finance & Accounting (Mountain View, CA)
- … wealth strategies. Key Responsibilities + Lead client relationship management , including financial planning, investment strategy, and estate coordination. + ... work closely with clients to deliver holistic financial planning, investment management , and strategic guidance tailored to each individual's goals and values.… more
- JPMorgan Chase (Walnut Creek, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… 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
- Robert Half Finance & Accounting (Mountain View, CA)
- …client relationships, delivering comprehensive financial advice, and coaching Associate Wealth Architects. This role collaborates with senior advisors, technical ... and portfolio reports. + Provide holistic financial advice covering investment management , estate planning, tax strategies, and philanthropic planning. + Maintain… 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 ... the transition process and make complex business and personal wealth decisions + Advise on strategic alternatives for clients...a combination of education, experience and industry knowledge ( CFP , JD/LL.M, CPA, CEPA). + Influence skills - In-depth… more