- 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
- 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
- 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
- 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
- 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