- Columbia Bank (Irvine, CA)
- …advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, ... and executive level professionals. + Proven business development, relationship and portfolio management , private banking, and wealth management skills. +… more
- JPMorgan Chase (San Francisco, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge… more
- US Bank (Roseville, CA)
- …registrations in order to refer clients to registered representatives in partnership with wealth management teams. No direct investment sales are made by the ... must actively maintain FINRA registrations to meet defined referral client and wealth management introductions. Position requires the FINRA SIE, Series 6… more
- 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 ... high-net-worth individuals, executives, and multi-generational families. + Collaborate with Wealth Advisors to integrate tax planning with estate, investment, and… more
- City National Bank (Los Angeles, CA)
- …environment * 10 years of experience with bank products and services (eg deposits, wealth management , cash management , international. etc.) *WHAT'S IN IT FOR ... grows client relationships through high touch service analysis, and solutions to individuals and families within a specific region....new clients or expanding current clients with new investment management and trust , new loan facilities, new… more
- BMO Financial Group (San Jose, CA)
- …opportunities to key partners, including Commercial Banking and Wealth Management , to deliver holistic client solutions .** **U.S. Only:** This position ... programs / products to maximize client opportunities across BMO. + Develops solutions and makes recommendations based on an understanding of the business strategy… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance. This is a highly ... visible role advising sophisticated clients and overseeing complex family wealth structures. You'll partner with experienced professionals, lead key financial… more
- IBM (San Jose, CA)
- …products that you create. * Reliable, accurate, and well-documented data solutions that stakeholders trust . **Required technical and professional expertise** ... be part of a team that transforms our customer's challenges into industry-leading solutions . We are an infinitely curious team, always seeking new possibilities, and… more
- JPMorgan Chase (Irvine, CA)
- …on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing ... but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise customized… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and deliver actionable insights. + Develop liquidity strategies aligned with broader wealth ‑ management objectives. Compliance & Risk Management + Ensure ... Responsibilities Client & Advisory Support + Collaborate across tax, estate, trust , insurance, and investment disciplines to deliver integrated client solutions… more