- Deloitte (Sacramento, CA)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most ... and expand our research and insights agenda across the investment management and wealth management marketplaces. This...related discipline + Prior experience working in or with strategy consulting firms, asset managers, wealth platforms… more
- JPMorgan Chase (Los Angeles, CA)
- …with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Wealth Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused ... networking. + Provide proactive, high-touch service aligned with the firm's holistic wealth philosophy. Financial Planning & Investment Advisory + Develop and… more
- City National Bank (Los Angeles, CA)
- …they arise, and to provide advice in connection with implementation of overall business strategy for the Bank and its wealth management business. WHAT WILL YOU ... and registered investment fund subsidiaries and affiliates with respect to wealth management products and services. * Support senior counsel in advising the… more
- Bank of America (San Francisco, CA)
- …activities. Assist with and attend client meetings and discussions covering investment strategy , account performance, new products, and market developments ... Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies,… more
- City National Bank (Beverly Hills, CA)
- …new account paperwork ensuring correct client paperwork is compiled based on account type, investment strategy , and fee schedule charged, and well as any special ... * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The...Investment Policy Statements for new clients; reviews with Wealth Advisor. *Must-Have** * Bachelor's Degree or equivalent *… more
- Bank of America (Los Angeles, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Citigroup (Glendale, CA)
- …net worth clients. A PC will manage the implementation of Citi Global Wealth investment products to identify unusual concentrations of individual products or ... will also work closely with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth 's high… more
- Citigroup (Los Angeles, CA)
- …of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly ... Citi Global Wealth brings together the full power of Citi...level will determine technical developments and the general technical strategy of the whole technical area. **Responsibilities:** + Actively… more
- Charles Schwab (San Mateo, CA)
- …vehicles (ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy . + Excellent oral and written communication skills. + ... record of success + 10 years of experience with wealth management - financial planning and investment ...with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation or MBA… more