- Robert Half Finance & Accounting (San Rafael, CA)
- …The collective team includes over 300 employees operating from multiple offices. As the Senior Advisor Associate , you will provide support for Lead and ... Service Advisors, including financial modeling, analysis, and research, as well as client...follow-up actions. + Gather and input data into clients' financial plans. + Prepare recommendations, analyses, and reports for… more
- JPMorgan Chase (San Francisco, CA)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Kestra Financial (Palo Alto, CA)
- …line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' ... client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility and rapport both… more
- JPMorgan Chase (San Francisco, CA)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Bank of America (Redwood City, CA)
- Senior Banker - Redwood Shore Financial Center Redwood City, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... financial lives better through the power of every connection....has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor… more
- Morgan Stanley (Menlo Park, CA)
- …servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor , this industry professional ... and planning strategies, often with guidance and input from senior team members * Assists Financial Advisors...comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth Advisor… more
- T. Rowe Price (San Francisco, CA)
- …Manager, to Position T. Rowe Price capabilities and resources available to accelerate Financial Advisor engagements leading to new business. + Utilize available ... Lead COI engagement within assigned territory, assisted by a Senior Client Engagement Manager (CEM) and Associate ...clients whose business has a significant impact on the financial performance of the business unit and its achievement… more
- Morgan Stanley (San Francisco, CA)
- …Wealth Management Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams ... be on delivering an exceptional client experience. In supporting Financial Advisor (s) (FAs)/ Private Wealth Advisor...planning. *DUTIES and RESPONSIBILITIES:* *Client Support:* * As a senior member of the service team, provide coverage for… more
- Stanford University (Stanford, CA)
- …and financial support services for the COLLEGE program. The Associate Director for the First Year Requirement directly supervises the Assistant Directorfor ... Associate Director for the First-year Requirement [COLLEGE] **Vice...teaching in the COLLEGE program. They serve as an advisor to instructors (lecturers and faculty) on matters related… more
- Stanford University (Stanford, CA)
- Associate Dean and Director, Native American Cultural Center **Vice Provost for Student Affairs, Stanford, California, United States** Student Services Post Date Oct ... Assistant Vice Provost for Inclusion, Community, and Integrative Learning (ICIL), the Associate Dean and Director of the Native American Cultural Center (NACC) is… more
- Morgan Stanley (Palo Alto, CA)
- …and/or Experience:* * At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product ... *POSITION SUMMARY:* * * The Associate Market Manager plays a key role in...Strong attention to detail * Ability to interact with senior management team, Financial Advisors, support staff,… more
- Stanford University (Stanford, CA)
- …making appropriate choices and decisions. May have to escalate issues to a senior advisor . + Apprise students of research, fellowship and scholarship ... and Alumni Engagement Manager will report to the MIP Associate Director and will serve as the MIP program...and workflow. + May oversee, analyze and assist in financial processes and development of budgets. + Serve as… more
- Stanford University (Stanford, CA)
- …to the Associate Dean and Chief Operating Officer and acts as a strategic advisor and thought partner to the Associate Dean and Chief Operating Officer and ... service, expertise, and quality. Operates as a steward of the School's financial , capital, spatial, and physical resources. . **Transition Strategies and SRP… more