- Bank of America (San Jose, CA)
- Registered Wealth Management Client Associate San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Bank of America (San Jose, CA)
- Registered Wealth Management Client Associate San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Morgan Stanley (San Francisco, CA)
- …its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Private Wealth Management Registered Client Service Associate ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Walnut Creek, CA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Registered Client Service Associate* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional...Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management … more
- JPMorgan Chase (Redwood City, CA)
- …financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service, operational marketing and ... administrative support to Private Client Advisors within Wealth Management ....60 day condition of employment + If you were registered after October 1, 2018 you must also have… more
- JPMorgan Chase (Oakland, 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 ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- Robert Half Finance & Accounting (Pleasanton, CA)
- …registered investment advisor (RIA) firm that specializes in providing comprehensive wealth management and financial planning services to both individuals and ... interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: Pleasanton Salary: 75k-85k About the Company: The… more
- Equitable (San Francisco, CA)
- Wealth Management Associate CA, San Francisco (5026) ( 23000085 ) **Primary Location** : UNITED STATES-CA-San Francisco **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, sales techniques,… more
- Equitable (San Francisco, CA)
- Wealth Management Associate - CA, San Francisco (4052) ( 220000BD ) **Primary Location** : UNITED STATES-CA-San Francisco **Organization** : Equitable Advisors ... to succeed. Our training program consists of training across numerous areas: client management skills, sales skills, market development, product knowledge,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Espejo via LinkedIn or Email for fastest consideration for this opportunity. Our client , a prestigious Registered Investment Advisor managing around $10 billion ... something exceptional. Key Responsibilities: + Serve as the primary contact for client communications. + Evaluate client portfolios and provide recommendations.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to Thursday) Salary: Up to 149k + bonus About the Company: Planning first Registered Investment Advisor (RIA), with a strong presence on the west coast. The firm ... families. Key Responsibilities: + Act as the first point of contact in client communications. + Review, manage and provide recommendations on client portfolios.… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …an Advisor Associate, you'll work directly with Senior Advisors to assist with the wealth management and financial planning needs of clients. This position is ... message Jeffrey Abrams on LinkedIn for prompt consideration** Our client is a nationally known but very localized independent...implementation Requirements * 1-4+ years of relevant experience in wealth management * Series 65 license (of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …clients receive the best possible experience. Key Responsibilities: + Day-to-day client portfolio management including portfolio reviews, investment research, ... least 1 year of experience with portfolio administration and/or management at an independent registered advisory firm....a high level of integrity, striving to maintain strong client relationships. + Provides a work environment that values… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …and message me directly on LinkedIn as well - Jeffrey Abrams Our client is a well-respected and highly community-oriented Registered Investment Advisor adept ... diverse clientele. Collaborate with the team to deliver exceptional service, manage client relationships, and participate in community events. This role requires a… more
- Citigroup (San Francisco, CA)
- The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker… more
- Bank of America (San Francisco, CA)
- …teammates throughout Bank of America, including Investment Banking, Foreign Exchange and Wealth Management and facilitates client relationships with product ... (FX & Derivatives), Capital Raising & Investment Banking Services, Wealth Management and Financial Life Benefits. This...of start date): SIE, S7 and S63 **Skills:** + Client Management + Client Solutions… more
- Atria Wealth Solutions (San Jose, CA)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to ... this role, the successful candidate key responsibilities will include working with registered representatives in assigning the servicing and transitioning of "B" and… more
- Atria Wealth Solutions (San Francisco, CA)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to ... and leverage cross-sell opportunities. + Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update … 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 ... apply here and message Jeffrey Abrams on LinkedIn for prompt consideration** Our client is a family friendly independent registered investment advisory firm… more
- Kiewit (Oakland, CA)
- …innovative concepts, and best practices for all projects that we support. Kiewit's management and implementation of this process leads to safe, cost effective, and ... innovative designs that exceed client expectations and furthers Kiewit's legacy of excellence. On...millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, by joining… more