- US Bank (San Diego, 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
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist - Wealth Management $80-90K + Bonus + 6% 401(k) Match | San Francisco (Hybrid) Jennifer Fukumae with Robert Half Finance & ... Accounting is partnering with a long-established, boutique wealth management firm to hire a Client Service Specialist. This team supports ~700 client families… more
- JPMorgan Chase (Westminster, 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
- 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 (Palo Alto, 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
- JPMorgan Chase (Pasadena, 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
- Robert Half Finance & Accounting (San Ramon, CA)
- Description Jennifer Fukumae is partnering with a well-established wealth management firm that is dedicated to acting in clients' best interests through ... financial advice and comprehensive planning across services such as debt management , investments, retirement, and insurance . + Develop personalized financial… more
- Citigroup (Los Angeles, CA)
- …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... Global Wealth brings together the full power of Citi...is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment… more
- Wellington (San Francisco, CA)
- …**About the Role** We are seeking a talented, driven individual to fill a Wealth Management , Alternatives distribution role in the West Coast region. This sales ... bring broad asset management expertise and a keen understanding of the wealth distribution process. We're looking for someone who can be a thought partner as… more
- US Bank (Pleasanton, CA)
- …or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and ... all of us to bring our shared ambition to life , and each person is unique in their potential....of industry related experience in a financial sales or wealth position - Will need to complete FINRA Series… more