- Fidelity TalentSource LLC (San Jose, CA)
- …outreach, you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexitySeries 7 & 63 ... discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can prepare for and conduct efficient one-on-one… more
- Gables Search Group Inc (Mountain View, CA)
- …Account Relationship Manager. In this role, you'll engage with wealth management firms that already utilize our client 's technology and services for ... tools, retirement, and estate planning. Current or previous roles might include Registered Client Service Associate or Client Success/Account Manager in a… more
- Bank of America (San Jose, CA)
- Registered Wealth Management Client Associate San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Bank of America (San Jose, CA)
- Registered Wealth Management Client Associate San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Morgan Stanley (Menlo Park, CA)
- …**Job:** ** Wealth Management * **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *California-Menlo Park* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- JPMorgan Chase (Redwood City, CA)
- …investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …thrilled to partner with an exceptional company in the search for a Client Associate to join their esteemed Wealth Advisory team. Our client is dedicated ... contribute to their continued success. Position Overview: As a Client Associate , you will play a crucial...to clients. Key Responsibilities: + Collaborate closely with the Wealth Advisory team to fulfill client service… more
- JPMorgan Chase (Palo Alto, CA)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you… more
- Wells Fargo (San Jose, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity. Our client is a wealth management firm that redefines the industry. ... management Requirements + Bachelor's degree + MUST have 2+ years in wealth management with client strategy experience + eMoney experience preferred +… more
- Atria Wealth Solutions (San Jose, CA)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to ... relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …please view my Linkedin under Charlie O'Brien and email me your resume. Our client is an employee-owned wealth management firm in the east-bay. ... to make independent decisions with a mantra to put client needs first. Responsibilities: + Support lead and ...client needs first. Responsibilities: + Support lead and associate advisors as their book of clients continues to… more
- Morgan Stanley (Palo Alto, CA)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). ** **Job:** ** Wealth Management * **Title:** * Associate Market Manager* ... leadership. The Associate Market Manager helps in ensuring proper fiscal management , personnel management and morale, and business ethics and practices, as… more
- KPMG (San Jose, CA)
- **Business Title:** Senior Associate , Workday - Projects/Assets/Customers Lead **Requisition Number:** 112110 - 12 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Santa Clara, CA)
- **Business Title:** Senior Associate , Financial Due Diligence **Requisition Number:** 116819 - 13 **Function:** Advisory **Area of Interest:** **State:** CA ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- CIBC (San Francisco, CA)
- …Financial Research, High Net Worth Individuals, Investment Banking, Investment Valuation, Private Equity, Wealth Management At CIBC, we are in business to help ... Markets teams collaborate with partners across the bank to deepen and enhance client relationships. CIBC Capital Markets' 3 key strategic priorities are: + Being the… more
- HUB International (San Ramon, CA)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Hub believes in empowering its clients ... the client on assigned accounts. The Producer has primary responsibility for client relationship management and initiating new sales. The AE has primary… more
- Morgan Stanley (Oakland, CA)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Branch Administrator* **Location:** ... Administrator coverage * Administer other duties as delegated by the Complex Management Team (Complex Manager, Associate Complex Manager, Complex Business… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …over $4.0 billion in assets under management . They are seeking a new Associate Wealth Advisor to join the team. Responsibilities include: + Prepare agendas, ... under Charlie O'Brien and email me your resume. Our client is an independent investment advisory firm with offices...reports and analyses for client meetings + Play a key role in the… more
