- Lockwood Associates (Roseville, CA)
- …learning and professional development - Vision for firm growth and innovation in client services Career Advancement Opportunity: The ideal candidate will possess ... up to 25% of salary contingent on performance. We are seeking an exceptional Senior Tax Accountant to join a small, prestigious CPA firm specializing in tax… more
- Paulson Investment Company (Beverly Hills, CA)
- …Job Description Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services , and retail brokerage and advisory firm ... advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking...the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Espejo via email or LinkedIn for additional information or questions. Senior Client Services Associate| Wealth Management| San Jose Join a fast-growing ... investment advisory firm, known for client -driven growth and a strong commitment to professional development. You'll gain hands-on experience in client … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Services Associate| Wealth Management| SF Bay Area| Remote Join ... via email or LinkedIn. Requirements + 4+ years in client service at an RIA + Experience...is a Permanent Placement Recruiter at Robert Half Financial Services . Happy to connect even if not actively looking… more
- Bank of America (San Francisco, CA)
- …the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services ...overall delivery and management of the client service experience for Merrill Private Wealth Management.… more
- Wells Fargo (Irvine, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues… more
- Columbia Bank (Santa Rosa, CA)
- …business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and ... to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial...with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service .… more
- City National Bank (Los Angeles, CA)
- …ASSET OFFICER SENIOR * WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, closely held entities ... in their portfolio. Partners with client facing colleagues in proactive client service /communication and sales activities. WHAT WILL YOU DO? * Provides… more
- BMO Financial Group (Walnut Creek, CA)
- …Proven track record in developing and growing a profitable financial or related client services business. + Extensive knowledge and technical proficiency related ... and Net Promoter Scores. + Provides customized advice and specialized planning services to HNW/UHNW client segments. + Facilitates/participates in goals-based… more
- Deloitte (Sacramento, CA)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required: + Ability...per week + 3+ years' experience providing tax planning services or preparing and reviewing client work… more
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