- Robert Half Finance & Accounting (Mill Valley, CA)
- …Share Jennifer Fukumae is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a Senior Wealth Advisor. This ... role offers the chance to be part of a firm that blends financial expertise with a holistic "wealth...a culture of excellence. + Provide financial planning and investment guidance with a high level of expertise. +… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …the firm Why This Role: + Work directly with a high-caliber founder and seasoned investment team + Be part of a firm preparing for its next fund raise and ... is partnering with an established and growing venture capital firm based in Palo Alto that is seeking an...and comfortable in a fast-moving, founder-led environment + CPA preferred ; venture capital or fund operations experience required +… more
- US Bank (Cedar Rapids, IA)
- …initiatives. Basic Qualifications - High school diploma or equivalent (Bachelor's degree preferred ) - Five or more years of investment industry experience ... Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of US Bancorp Investment Sales. Performs… more
- BlackRock (Princeton, NJ)
- …global environment. **Experience** + Bachelor's degree is required, Accounting or Finance preferred . + 8+ years relevant experience, private investment valuation ... and regionally. The Private Valuation Team within GAAPS supports the investment valuation function for private, illiquid investments acting as the interface… more
- BlackRock (New York, NY)
- …advising mutual funds, ETFs, money market funds, private funds and/or other collective investment products would be preferred . + Familiarity with advising on ... BlackRock's Legal team, primarily focusing on digital assets priorities across the firm . Responsibilities would include, but not be limited to, providing legal… more
- Edward Jones (West Palm Beach, FL)
- …related field or equivalent work experience + 5 + years of experience at a financial services firm preferred + Series 7 and 66 preferred or obtained within 3 ... clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate… more
- JPMorgan Chase (Indianapolis, IN)
- …environment ** Preferred qualifications, capabilities, and skills** + Bachelor's Degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...in all states. Chase is a leading financial services firm , helping nearly half of America's households and small… more
- Bank of America (San Jose, CA)
- …Visualization + Risk Modeling + Trading and Investment Analysis + Investment Management + Referral Identification + Preferred CRPC designation **Required ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- JPMorgan Chase (Columbus, OH)
- …Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other ... front office partners as they pursue the Firm 's growth initiatives. PMG is responsible for implementing...'s growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the… more
- JPMorgan Chase (New York, NY)
- …Co.'s Corporate Governance team and play a pivotal role in shaping the firm 's governance practices. As a trusted advisor, you'll collaborate with senior executives ... the Corporate Governance team, you will partner with senior members to support the Firm 's Board of Directors and its committees. You will have the opportunity to… more