- 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 ... join our team in various capacities includingTrust Officer,Portfolio Manager, and Private Client Advisor . Weare agrowth-mindedwealth managementcompanythat… more
- Bank of America (San Jose, CA)
- Private Client Advisor II San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... investable assets) * Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused individual with… more
- JPMorgan Chase (Oakland, CA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Morgan Stanley (Menlo Park, CA)
- …and externally * Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities ... and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor ,...across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is… more
- Morgan Stanley (Menlo Park, CA)
- …opportunities * Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities ... by understanding their investment objectives and working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions. *DUTIES… more
- Morgan Stanley (Menlo Park, CA)
- …and insurance objectives with the Financial Advisor / Private Wealth Advisor * Screens new client prospects that are developed through leads and ... The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor ...opportunities * Conducts credit research and develops valuation models * Client Support:* * Supports Financial Advisors / Private… more
- Morgan Stanley (Menlo Park, CA)
- …opportunities * Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities ... and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor ,...Private Wealth Advisors * Assigns work to team's Client Service Associate as appropriate * Coordinates enrollment campaigns/meetings… more
- BMO Financial Group (Walnut Creek, CA)
- …management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an ... understanding of and care for the client through proactive delivery of holistic advice and solutions...of holistic advice and solutions designed to meet the client 's specific financial planning needs. Coordinates and integrated team… more
- Morgan Stanley (Menlo Park, CA)
- …appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client service ... to diversifying its workforce (M/F/Disability/Vet) **Job:** **Wealth Management* **Title:** * Private Wealth Management Registered Client Service Associate… more
- Citigroup (Pleasant Hill, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have… more
- Deloitte (San Jose, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (San Jose, CA)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… 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 ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- Deloitte (San Jose, CA)
- Do you enjoy building new client relationships to grow an already existing and successful federal tax practice? Are you ready to make a greater impact on ... various industry sectors. You will work directly with the client , have access to an elite group of specialists...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Deloitte (San Jose, CA)
- Deloitte Consulting is seeking a top-performing, Sales Executive to expand our client base across our Consulting Sustainability, Climate, and Equity services. This ... and an extensive network of relevant professionals in the public and private sectors. Our Sustainability Capabilities will help clients address several key… more
- WSP USA (Oakland, CA)
- …our market share to fulfill our goal that WSP become the preferred, trusted advisor to our clients. + Manages local client coordination and cross-selling efforts ... public state and municipal government agencies and Fortune 500 private sector clients. The LBL role also is a...in coordination with the broader California Region and National Client and Sector Teams. + Integrates as the "face… more
- Deloitte (San Jose, CA)
- …time serving non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit ... basis. Responsibilities will include: + Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements. + Advising… more
- Deloitte (San Jose, CA)
- …your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real ... estate, consumer products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external… more
- Citigroup (Piedmont, CA)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- Deloitte (San Jose, CA)
- …to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to be on a team ... reports, communicating with clients, their servicers and/or administrators and lead client resources. Specific responsibilities of the PSG - TARDI team include:… more