- Bank of America (Chico, CA)
- …role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management . Once you have honed your skills and demonstrated success ... advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies +… more
- Bank of America (Walnut Creek, CA)
- …of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client ... inflows of new business across all product lines (ie, Credit, Assets Under Management , Deposit) into existing book of business + Leads complex credit opportunities,… more
- Charles Schwab (San Francisco, CA)
- …lending needs. If you are seeking the next step in your career as a leader within wealth management , this may be the role for you. **What you have** **What you ... a driven team of branch professionals, attending to performance management and employee engagement. In more than 300 branch...obtained within a 120 day condition of employment) + CFP (R) designation is preferred + Strong brokerage and industry… more
- Robert Half Finance & Accounting (Orinda, CA)
- …planning certification program and is seeking hands-on experience in a respected wealth management firm. You'll work closely with advisors and planners, ... Registered Investment Advisory firm with approximately $500 million in assets under management is seeking a Financial Planning Associate to join its collaborative… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …is a leading Registered Investment Advisor with $10 billion in assets under management . They're seeking an energetic and dedicated Associate Advisor to join their ... analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies. Reach out to Michelle Espejo via LinkedIn or email… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description Paraplanner - Boutique Wealth Management Firm Orinda, CA | Hybrid $70,000-$105,000 DOE + Discretionary Bonus + Exceptional Retirement Contributions ... becoming a CERTIFIED FINANCIAL PLANNER (TM) professional. Whether you're enrolled in a CFP (R) program or planning to start soon, this is an exceptional opportunity… more
- Deloitte (San Diego, CA)
- …dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in ... + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on...skills + Excellent presentation and communications skills + Strong management experience + Strong analytical skills The wage range… more
- Atria Wealth Solutions (Dublin, CA)
- …training or correcting the employees' performance in alignment with Patelco performance management practices. + Conduct regular connect with each employee to review ... years related investment industry experience and/or training. + 3+ years of prior management experience, including sales coaching experience. + Series 7, 63, 65 (or… more