- Citigroup (Pleasant Hill, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to meet the… more
- JPMorgan Chase (Walnut Creek, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- Robert Half Finance & Accounting (Oakland, 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
- BMO Financial Group (Walnut Creek, CA)
- …issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions ... Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank products, services and… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Email for fastest consideration for this opportunity. Our client is a wealth management firm that focuses on financial planning and investment management services. ... Create detailed portfolio analyses. Requirements + 5+ years of financial planning experience in a wealth management firm + Huge plus if someone is a CFP or in the… more
- Umpqua Bank (Walnut Creek, CA)
- Private Client Advisor Wealth Management Walnut Creek, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... management and meet fiduciary objectivesfornew and existing high net wealth clients. + **Private Client Advisor ** **:**...high net wealth clients. + **Private Client Advisor ** **:** Serves as an expertininvestments, banking, wealth… more
- Morgan Stanley (Walnut Creek, CA)
- …Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate* **Location:** *California-Walnut… more
- Morgan Stanley (Oakland, CA)
- …Client Service Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Client Service Associate **Location:** *California-Oakland* **Requisition… more
- Bank of America (Antioch, CA)
- Advisor Development Program - Financial Solutions Advisor Trainee: Antioch Financial Center Antioch, California **Job Description:** Merrill Wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… 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
- 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
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Join our client, an independent RIA in Walnut Creek, as a financial advisor . They design innovative investment strategies for a diverse range of clients, including ... community built on collaboration and success. Key Responsibilities of a Financial Advisor : + Provide financial planning and investment advice to clients. + Develop… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …Abrams is partnering with a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay Area, California. The role involves providing comprehensive ... by delivering an outstanding experience and crafting, executing, and managing wealth management strategies aligned with their passions and goals. . Utilizes… more
- Morgan Stanley (Walnut Creek, CA)
- …as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at the direction ... take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client service… more