• Wealth Strategist

    Bank of America (San Francisco, CA)
    Wealth Strategist San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... driven, resilient, results focused and effective. **Job Description:** The Private Wealth Strategist , part of Merrill's Strategic Wealth Advisory Group,… more
    Bank of America (12/22/25)
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  • Financial Advisor Senior

    City National Bank (West Hollywood, CA)
    …and 3-5 years of experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63 securities licenses and ... SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop… more
    City National Bank (12/27/25)
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  • Private Banker

    City National Bank (Pasadena, CA)
    …years of financial services experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63, and 65 or 66 ... Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. * Utilize,… more
    City National Bank (01/10/26)
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  • Vice President/Director, Digital Assets Product…

    BlackRock (San Francisco, CA)
    …share. We serve investors of all sizes, including advisors, personal investors, wealth managers, banks, asset managers, pensions, and insurers. **Job Purpose / ... the space + Serve as a subject matter expert for Institutional and Wealth clients, developing and communicating key features of the product structure, market outlook… more
    BlackRock (01/15/26)
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  • Family Office Accounting & Tax Strategist

    Robert Half Finance & Accounting (San Francisco, CA)
    …deliver actionable insights. + Develop liquidity strategies aligned with broader wealth ‑management objectives. Compliance & Risk Management + Ensure compliance with ... SEC, RIA, and relevant federal, state, and local regulations. + Oversee tax filings, estimated payments, 1099 reporting, and coordination with external tax preparers. + Maintain tax‑basis documentation and support audit readiness. + Identify and mitigate… more
    Robert Half Finance & Accounting (12/28/25)
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  • CWA Wealth Planner, Sr

    Columbia Bank (Sacramento, CA)
    …the CWA Protection Strategist to include risk management insurance strategies in wealth plans. + Conducts comprehensive wealth planning to include cash flow ... **About the Role:** Works with Columbia Wealth Advisors and Private Bankers to provide wealth planning services for clients. Advises clients on wealth … more
    Columbia Bank (01/08/26)
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  • Associate Vice President for Health Sciences…

    University of Southern California (Los Angeles, CA)
    …Corporate and Foundation Relations USC is seeking an accomplished advancement strategist and fundraising leader to drive transformative corporate and foundation ... gift fundraising from corporations and foundations. Serving as the lead strategist for Health Sciences corporate and foundation philanthropy, the Associate Vice… more
    University of Southern California (01/10/26)
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  • Practice Group Leader, Financial Services

    University of Southern California (Los Angeles, CA)
    …for our financial services practice, including investment banking, private wealth management, financial technology, financial services, corporate finance, asset ... and Director of MBA Career Services. Responsibilities and Duties: + Serve as lead strategist for the assigned practice group; make strategic decisions on how to use… more
    University of Southern California (12/25/25)
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