- JPMorgan Chase (Walnut Creek, CA)
- …the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...will be done with a consistent focus on relationship management , not portfolio management + Demonstrate a… more
- Umpqua Bank (Walnut Creek, CA)
- Private Client Advisor II Wealth Management Walnut Creek, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our... and meet fiduciary objectivesfornew and existing high net wealth clients. + **Private Client Advisor ** **:**… more
- Citigroup (Pleasant Hill, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with.... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- US Bank (Walnut Creek, CA)
- …what you excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. ... capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying,...the PWA also acts as a conduit for Private Wealth Management 's strategic partners in the region.… more
- JPMorgan Chase (Alameda, CA)
- …their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will be tasked with delivering exceptional client service, ... resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new… more
- Bank of America (Walnut Creek, CA)
- …Santa Rosa, California; Pleasanton, California; Oakland, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... Merrill Financial Solutions Advisor - East Bay & Associates Market Walnut...wealth management and investment products and services for individuals, companies,… more
- Insight Global (Fairfield, CA)
- …credit union clients. This Financial Advisor will report to the VP of Wealth Management and will be responsible for serving members in their assigned ... so that they can refer members to this Financial Advisor . This is a newer market for the credit...the credit union, so they are seeking a Financial Advisor who is well-connected with the community and can… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …relationship by delivering an outstanding experience and crafting, executing, and managing wealth management strategies aligned with their passions and goals. . ... a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay Area, California. The...to meet client objectives in areas such as Investment Management , Estate Planning, Tax Strategy, Risk Mitigation, and General… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …education and mentorship. Requirements + 2-4+ years of relevant experience in wealth management . + CFP certification or demonstrated progress towards obtaining ... team includes over 300 employees operating from multiple offices. As the Senior Advisor Associate, you will provide support for Lead and Service Advisors, including… more
- Bank of America (Oakland, CA)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- US Coast Guard (Alameda, CA)
- …officer's final decision on claims arising out of contracts. Serving as an advisor where the complexity and scope of contract activities requires the use of ... the position. A Federal Acquisition Certification for Contract Professional or management determined equivalent within 36-months of entry into the position.… more