- Robert Half Finance & Accounting (San Jose, CA)
- …Join a Thriving Wealth Management Firm! Job Posting: Client Service Associate Employment Type: Full-Time Location: San Jose, 100% onsite Comp: $88-120k + Bonus ... you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million...years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Join a fast-growing Wealth Management Firm that has expanded by $400 million in recent years! We're looking for a motivated Client Service Advisor to ... Qualification: + 3+ years of experience within the financial services sector, specifically Wealth Management + A history of job stability. + Willingness to work… more
- Deloitte (San Jose, CA)
- Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …- Hybrid Comp: $90-$130k DOE We are partnering with a prestigious Silicon Valley Wealth Management firm, a Registered Investment Advisor with ~1B AUM, renowned ... and commitment to client success. They're seeking a motivated Associate Planner to join their dynamic and growing team!...expertise and actively engage in all aspects of the wealth management process. + Collect and organize client data,… more
- Edward Jones (San Jose, CA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with Edward… more