- Citigroup (Los Angeles, CA)
- …the creation and management of wealth . + Develop tailored solutions that address clients' investment , risk management , and financing/liquidity needs. ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi...+ Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. + Help… more
- Charles Schwab (Walnut Creek, CA)
- …solving, helping us "challenge the status quo" and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team is part of ... to be well versed in all aspects of effective wealth management , Schwab's broader solutions ,...+ 10 years of experience with wealth management - financial planning and investment planning… more
- TIAA (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 ... growth. * Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose...to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients… more
- Citigroup (Los Angeles, CA)
- …Help clients achieve broad financial/ investment goals related to the creation and management of wealth . + Plan and prioritize daily, weekly, and monthly ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
- Robert Half Finance & Accounting (Marin County, CA)
- …client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and ... info and immediate consideration. Requirements + 4+ years in financial planning, wealth management . + CFP(R) certification required; Series 65 or equivalent… more
- JPMorgan Chase (Irvine, CA)
- …this is the team for you. As a Personal Advisor, in JP Morgan's Wealth Management 's National Branch Personal Advising group, you will partner with clients ... If you believe that investment advising should feel like a personal relationship...responsibilities** + * Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients… more
- HSBC (Beverly Hills, CA)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... or status as a protected veteran. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-California-Beverly Hills **Req… more
- HSBC (San Francisco, CA)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... clients. As our Wealth Relationship Manager you will: + Provide financial solutions and opportunities to your portfolio of clients + Increase wallet share of… more
- Deloitte (San Francisco, CA)
- …you serve + 5+ years of public accounting experience (at least 3 years in investment management ) + One of the following accreditations obtained: + Licensed CPA ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …+ Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft Office; experience with ... is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a full-time permanent role based in San Mateo… more