- Robert Half Finance & Accounting (San Rafael, CA)
- …Half Financial Services is recruiting for a Tax Planner at a Nationally recognized Wealth Management Firm. This is a full-time permanent role based in Marin ... with Wealth Advisors to integrate tax planning with estate, investment , and philanthropic strategies. + Translate complex tax topics into actionable guidance… more
- BlackRock (Sausalito, CA)
- **About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across ... and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this Role** We… more
- Robert Half Office Team (San Diego, CA)
- …organizational skills and attention to detail. * Industry experience is a plus in wealth management or financial services sector. * Ability to perform accurate ... Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial...renew W-8 forms; update client records Statement & Documentation Management + Print, reconcile, and distribute account statements and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management , and family office services. You'll ... providers to keep operations smooth + Review and finalize investment reports + Communicate with polish and discretion *Contact...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- Fifth Third Bank, NA (El Segundo, CA)
- …landscape. Portfolio Management + Work with One Bank partners (Treasury Management ., Capital Markets, and Wealth Management etc.) analyze, evaluate ... products and financial statement analysis, in order to offer beneficial banking solutions (eg loans, treasury management , capital markets) based on clients… more
- CIBC (San Francisco, CA)
- …Client Service, Customer Experience (CX), Group Problem Solving, Investment Advising, People Management , Wealth Management At CIBC, we are in business to ... your expertise in sophisticated credit structuring, underwriting, and negotiating to tailor solutions that meet client needs while aligning with CIBC's risk and… more
- BMO Financial Group (Newport Beach, CA)
- …and clients, and by cross-selling Bank products and services that include credit, trust/ investment and cash management . + Participates and provides leadership in ... rates, terms and collateral requirements. + May advise business clients on cash management /deposits solutions . + Advises clients, where possible, on business … more
- BMO Financial Group (Palo Alto, CA)
- …verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product ... integrated BMO One Client focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth initiatives for the… more
- City National Bank (Beverly Hills, CA)
- …Minimum 4 years of experience with bank products and services (eg deposits, wealth management , cash management , international, etc.) required. *Additional ... engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the...bank products and services. Works with customers and/or business management firms to assist in operations areas. Works directly… more
- Zions Bancorporation (El Segundo, CA)
- …in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital ... Markets. Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies across our markets raise capital efficiently and… more