- Citigroup (San Francisco, 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
- US Bank (Sacramento, CA)
- …we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our ... you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning...planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating… more
- Bank of America (Santa Clarita, CA)
- Wealth Management Client Associate Santa Clarita, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Clarita/ Wealth -Management-Client-Associate\_25036189) **Job Description:** At Bank of America, we are… more
- BMO Financial Group (Los Angeles, CA)
- …expert for internal/external stakeholders. + Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with ... (eg sales process, financial planning, presentation skills, estate planning, wealth transfer, client management, etc.) + Leads/participates in the...day one - for yourself and our customers. We'll support you with the tools and resources you need… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …PTO, and a strong focus on professional development-all in a role designed to support a fulfilling and impactful career. Responsibilities: + Be the go-to contact for ... analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies. Reach out to Michelle Espejo via LinkedIn or email… more
- Citigroup (Fresno, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit… more
- US Bank (Rancho Palos Verdes, CA)
- …we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our ... - At least two years of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65 or 66 and state insurance licenses.… more
- Citigroup (Riverside, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit… more
- Bank of America (Walnut Creek, CA)
- …functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations ... risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support ...branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Maintain accurate records in the CRM and manage client meeting calendars. + Support client communications and assist with mailings. + Contribute to special projects ... finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position… more