- Citigroup (San Francisco, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Charles Schwab (San Francisco, CA)
- …advocate for the longer-term strategic product and platform direction for digital wealth management enabling emergent client experiences and scaling efficiently. ... firm and the world. We live and bring to life the concept of 'own your tomorrow' every day.... wealth platforms, products and offers in a wealth management environment of similar scale and… more
- US Bank (Watsonville, CA)
- …is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of ... strategies and capabilities including portfolio management , trust administration, investment advisory and insurance ....(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability… more
- HSBC (Beverly Hills, CA)
- …Laundering practices and relevant regulatory governance in the US + Series 7, 63, Life and Health insurance licenses required In compliance with applicable laws, ... our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth...members achieve their financial goals + Understanding of relationship management systems and experience managing clients + Knowledge of… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Jennifer Fukumae is partnering with an established Wealth Management and Tax Advisory firm in San Jose to identify a Tax Accountant / Senior Tax ... Advisor will focus on the tax side of the practice, working closely with the wealth management team to provide high-level tax advisory services to clients. Key… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Citigroup (East Los Angeles, CA)
- …affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Global Wealth at ... looking for Summer Analysts to join the Citi Global Wealth Summer Analyst Program. Citi Global Wealth ...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- JPMorgan Chase (Diamond Bar, CA)
- …their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will be tasked with delivering exceptional client service, ... providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management...+ A valid and active Series 66 (63/65), and Life and Health Insurance license must be… 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 ... Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based...65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required +… more
- JPMorgan Chase (Ventura, CA)
- …solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...a condition of employment + A valid and active Life , Health and Long Term Care Insurance … more