- Robert Half Finance & Accounting (Mountain View, CA)
- … wealth strategies. Key Responsibilities + Lead client relationship management , including financial planning, investment strategy, and estate coordination. ... Advisors work closely with clients to deliver holistic financial planning, investment management , and strategic guidance tailored to each individual's… more
- Wells Fargo (Irvine, CA)
- …Specialist focused on estate services within the Banking, Lending, and Trust division of Wealth and Investment Management . Learn more about the career areas ... on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts,...HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: *… more
- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... simple to intermediate estate planning, tax planning and advanced investment management . + Primary role is to...with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer,… more
- Umpqua Bank (San Diego, CA)
- …Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho...return on investment of assets under management and meet fiduciary objectives. + Proven ability to… more
- JPMorgan Chase (Irvine, CA)
- …acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …provides ultra-high-net-worth clients with a full spectrum of services, including investment management , financial planning, lending strategy, and bespoke family ... office solutions . The ideal candidate is a proactive problem solver...6-8 years of experience in client-facing roles, preferably in wealth management or family office settings. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …outcomes. Key Qualifications + 4+ years of experience at an RIA or comparable wealth management firm, with direct exposure to HNW clients. + CFP(R) designation ... + Act as primary contact for client communications and relationship management . + Review portfolios and deliver tailored investment recommendations.… more
- Umpqua Bank (San Jose, CA)
- Healthcare Relationship Manager Wealth Management San Jose, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... advises, manages, and retains Healthcare and Professional Banking client relationships. Wealth management services to these clients include: deposit, cash… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …individuals and families, offering a comprehensive suite of services including investment management , financial and retirement planning, lending strategy, and ... bespoke family office solutions . The organization fosters a collaborative and innovative culture,...of experience in client-facing roles, preferably within family offices, wealth management , or related industries. + Strong… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description Job Posting: Financial Planning Associate - Wealth Management A well-established, people-first wealth management firm in the East Bay is ... commitment to professional development. The firm provides comprehensive financial planning and investment management services, always acting in the best interest… more