- Fidelity TalentSource LLC (San Jose, CA)
- …outreach, you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexitySeries 7 & 63 ... providing investment solutions and growing relationships with a dedicated local advisor . The Expertise We re Looking ForEffectively utilizing Fidelity s guidance… more
- Bank of America (San Jose, CA)
- Wealth Management Client Associate ...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth... Management is a leading provider of comprehensive wealth management and investment products and services… more
- Morgan Stanley (Menlo Park, CA)
- …workforce (M/F/Disability/Vet) **Job:** ** Wealth Management * **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** ... as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at the direction… 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 make ... materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are...leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and… more
- Bank of America (San Jose, CA)
- Wealth Management Client Associate ...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management +… more
- Robert Half Finance & Accounting (Pleasanton, CA)
- …investment advisor (RIA) firm that specializes in providing comprehensive wealth management and financial planning services to both individuals and ... please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: Pleasanton Salary: 75k-85k About the Company: The company is a… more
- Robert Half Finance & Accounting (San Ramon, CA)
- … or Financial Advisor , and extensive exposure to all facets of wealth management . They emphasize work-life balance and foster a supportive team environment. ... LinkedIn or Email for fastest consideration for this opportunity. Our client is a wealth management firm that redefines the industry. They are more than… more
- Atria Wealth Solutions (San Jose, CA)
- …of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment ... Investment Team! We are a looking for a Financial Advisor Associate (FAA) to provide retirement and...We deliver a clear path to the future of wealth management with the open-minded agility, senior-level… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …have over $4.0 billion in assets under management . They are seeking a new Associate Wealth Advisor to join the team. Responsibilities include: + Prepare ... agendas, reports and analyses for client meetings + Play a key role in the ongoing maintenance of the firm's portfolio accounting and performance reporting system + Assist in the execution of client recommendations + Run financial projections for clients using… more
- JPMorgan Chase (Palo Alto, CA)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal… more
- Morgan Stanley (Walnut Creek, CA)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * **Location:** ... Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a… more
- Morgan Stanley (Oakland, CA)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Client Service Associate ... Client Service Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a… more
- Morgan Stanley (Palo Alto, CA)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). ** **Job:** ** Wealth Management * **Title:** * Associate Market Manager* ... Associate Market Manager helps in ensuring proper fiscal management , personnel management and morale, and business...4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable… more
