- Robert Half Finance & Accounting (San Rafael, CA)
- Description About the Role We are a growing wealth management firm seeking an experienced Senior Tax Planning Advisor to join our team. This role is ideal for ... with clients, and is passionate about delivering proactive, high-impact tax strategies . You'll work closely with advisors, estate planners, and other specialists… more
- Citigroup (Costa Mesa, CA)
- …the business through making decisions that determine technical approaches and strategies for the area. **Responsibilities:** + Actively identify prospects and ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- BMO Financial Group (San Francisco, CA)
- …supporting a fast paced, ever-changing environment. You will be supporting US Private Wealth who are a leading, full service financial services provider. In this ... The Director & HR Business Partner of US Private Wealth , provides advice and counsel to a designated business/group...and manages poor performance. + Acts as a trusted advisor to senior leaders for business decisions and implementation… more
- Citigroup (Los Angeles, CA)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not… more
- City National Bank (Los Angeles, CA)
- …when Financial Advisors are unavailable and where knowledge of asset allocations and strategies is needed. * Develop/Maintain strong working knowledge of Wealth ... related to the on-line portal application. * Recommend securities or investment strategies for clients that are suitable based upon their objectives, risk tolerance,… more
- Umpqua Bank (Walnut Creek, CA)
- …company objectives. + Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals. + Reports on ... Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado...equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + 10+years'experiencein… more
- Citigroup (San Francisco, CA)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not… more
- Robert Half Finance & Accounting (Orinda, CA)
- …planning certification program and is seeking hands-on experience in a respected wealth management firm. You'll work closely with advisors and planners, participate ... in client meetings, and contribute to the development of financial strategies . Key Responsibilities: + Schedule and prepare for client meetings, gathering and… more
- Sonos (CA)
- …important role, you will be responsible for developing and executing sourcing strategies for all Go-to-Market (GTM) related indirect spend categories, including but ... reporting on key metrics. + Strategic Business Partner: Act as a trusted advisor to GTM stakeholders to understand their needs and provide strategic procurement… more
- Robert Half Finance & Accounting (Orinda, CA)
- …and ready to grow under expert guidance? Join a boutique, fee-only wealth management firm known for deep client relationships, thoughtful financial plans, and ... and track progress toward client planning goals + Conduct research on planning strategies including tax planning and Roth conversions + Maintain accurate client data… more