- Citigroup (San Francisco, CA)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of ... compensation, hiring, disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Group Executive 's primary focus is to ensure… more
- JPMorgan Chase (San Francisco, CA)
- Wealth Planning & Advice is a group of...and exchange funds) will also be a plus. As the Executive Director, Wealth Planner within JP Morgan ... is to work with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary designations) and complex… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include ... trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management is a global wealth management...emphasis on fostering and mentoring junior talent within the group . + Traveling, sometimes accompanied by Fund managers, to… more
- JPMorgan Chase (Palo Alto, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their ... is to work with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary designations) and complex… more
- Columbia Bank (Santa Rosa, CA)
- …clients. A Senior Wealth Advisor may manage clients linked to a group of branches, business/commercial clients, or function as a "hub" or "second floor" advisor ... Senior Wealth Advisor Wealth Management Irvine, California...required. + 5+ years of experience as an investment executive , financial advisor, certified financial planner, investment advisor Representative,… more
- Charles Schwab (San Francisco, CA)
- …"challenge the status quo" and transform the finance industry together. Schwab's Wealth & Advice Solutions (WAS) organization offers industry-leading wealth ... a part of the Investment & Offer Solutions (IOS) group . IOS is a team of _curious, optimistic, and...work experience + **Asset management acumen** - Understanding of wealth management market and investment products (eg, mutual funds,… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …Officer (CMO) is a key member of Tiburcio Vasquez Health Center's (TVHC) Executive Leadership Team (ELT) and provides visionary and operational leadership over all ... a central role in leading and partnering with the Executive Leadership Team (ELT) to drive innovation in care...extends beyond base salary, designed to support the health, wealth , and career development of our employees. Responsibilities: Clinical… more
- The County of Los Angeles (Los Angeles, CA)
- …in joint feasibility studies with the Chief Information Office, Chief Executive Office, and other County departments and agencies. + Assesses departmental ... + Confers with senior departmental management, Chief Information Office, Chief Executive Office, other County departments, and State and Federal officials regarding… more
- Comerica (Los Angeles, CA)
- …coaching, team building, and mentoring. Exposure to senior and executive leadership. Collaborative and supportive team environment. Gain in-depth knowledge ... of lending and non-lending products and services, including Treasury Management, Wealth Management, Foreign Exchange, and Global Capital Markets. Lines of Business:… more
- Customs and Border Protection (Los Angeles, CA)
- …Serving as a resource person and training officer for an assigned group of journeymen and trainee Agriculture Specialist Canine Handlers Enforcing all requirements ... standards. Your conduct will be subject to the ethics rules applicable to all Executive Branch employees, and to CBP employees specifically, as well as the criminal… more
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