- 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 ... our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment… more
- JPMorgan Chase (Walnut Creek, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Citigroup (Pleasant Hill, CA)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access.... 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. ... Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client...the PWA also acts as a conduit for Private Wealth Management 's strategic partners in the region.… more
- US Bank (Walnut Creek, CA)
- …complex planning concepts & software + CFP/advanced degree + Extensive knowledge of Wealth Management products & services + Problem solving and analytical skills ... or equivalent work experience + Typically seven or more years of wealth planning experience **Preferred Skills/Experience** + Strong client presentation skills… more
- Robert Half Finance & Accounting (Danville, CA)
- Description Job Posting: Client Service Associate/Trader Employment Type: Full-Time Location: East Bay Comp: $115-$130k A Wealth Management Firm managing ... in the East Bay is looking for an experience Client Service Associate to join their team....timely manner. Requirements + 3+ years of experience in Wealth Management + 1+ years of trade… more
- Bank of America (Walnut Creek, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Santa Rosa, California; Pleasanton, California; Oakland, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- Comerica (Walnut Creek, CA)
- …assets in accordance with the Investment Policy Committee and Wealth Management policies and guidelines. Customer Service (Internal/External) * Update and ... the ability to work at an effective level with your team and all Wealth Management disciplines plus those divisions outside (ie, executive staff, branch and… more
- Citigroup (San Ramon, CA)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends… 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 ... Advisors, including financial modeling, analysis, and research, as well as client meeting assistance and data management . Responsibilities: + Assist in… more
- Citigroup (Richmond, CA)
- …clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends ... is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents,… more
- Insight Global (Fairfield, CA)
- …our top credit union clients. This Financial Advisor will report to the VP of Wealth Management and will be responsible for serving members in their assigned ... factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic...to bring over - Ability to run in person client meetings and build personal relationships - Strong referral… more