- Robert Half Finance & Accounting (Berkeley, CA)
- …Email for fastest consideration for this opportunity. Our client is a boutique wealth management firm located in the Bay Area. They provide investment management, ... skills, and advanced client relationship management + Collaborates with Wealth Advisory team, accountants, and attorneys to deliver comprehensive financial… more
- Bank of America (Walnut Creek, CA)
- Merrill Financial Solutions Advisor - East Bay & Associates Market Walnut Creek, California;Napa, California; Santa Rosa, California; Pleasanton, California; ... Oakland, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant… more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description Jeff Abrams is partnering with a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay Area, California. The role involves ... by delivering an outstanding experience and crafting, executing, and managing wealth management strategies aligned with their passions and goals. . Utilizes… more
- Edward Jones (Alamo, 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
- Morgan Stanley (Walnut Creek, CA)
- *POSITION SUMMARY:* The Group Director is a critical member of the Financial Advisor / Private Wealth Advisor team. This role helps shape the vision of ... client service and business management for the Financial Advisor / Private Wealth Advisor ...service projects and operational issues * Serves as the lead contact with clients for administrative problem resolution and… more
- Morgan Stanley (Pleasanton, CA)
- …service initiatives. *DUTIES and RESPONSIBILITIES:* _*People Management and Communication*_ * Lead the Branch in executing the organization's strategic priorities by ... quality, and compliance with Firm policies and procedures * Lead , mentor, and supervise a team of Support and...firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and… more