- Robert Half Finance & Accounting (San Francisco, CA)
- …by understanding preferences and consistently exceeding expectations + Guide and support Client Service Associates and Analysts on shared accounts + Assist ... clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies + Maintain strong...technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …by understanding client preferences and consistently exceeding expectations. + Guide and support Client Service Associates and Analysts on shared client accounts. + ... Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies. + Maintain strong relationships with clients' external… more
- JPMorgan Chase (Los Angeles, CA)
- …you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships ... environment to deliver solutions for clients + Demonstrated understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7… 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 County ... high-net-worth individuals, executives, and multi-generational families. + Collaborate with Wealth Advisors to integrate tax planning with estate, investment, and… more
- PNC (Los Angeles, CA)
- …sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG ... of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + **Institutional Asset Management… more
- BMO Financial Group (CA)
- …to navigate the transition process and make complex business and personal wealth decisions + Advise on strategic alternatives for clients and prospects considering ... products, services, and organization. + In-depth/expert knowledge of the wealth management and/or the financial industry + Seasoned professional...day one - for yourself and our customers. We'll support you with the tools and resources you need… more
- Stanley Black and Decker (Brea, CA)
- …and maintains the highest standards of housekeeping (5S) in all areas assigned. + Support and improve upon quality initiatives designed to meet plant goals. + Manage ... tuition reimbursement in addition to programs & benefits in support of your well-being. + Discounts on Stanley Black...multiple career paths. + _Learn:_ Have access to a wealth of learning resources, including our digital learning portal.… more
- Umpqua Bank (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Umpqua, we create a ... for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because… more
- Citigroup (Los Angeles, CA)
- …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support ... **Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- Comerica (Costa Mesa, CA)
- …of lending and non-lending products and services, including Treasury Management, Wealth Management, Foreign Exchange, and Global Capital Markets. Lines of Business: ... Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their… more