- Citigroup (Pleasant Hill, CA)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
- BMO Financial Group (Walnut Creek, CA)
- …provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding ... issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions… more
- Deloitte (San Jose, CA)
- Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market ... & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources....skills. The ability to bring together stakeholders and persuade senior clients to act is essential. Your role You… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Join a boutique financial firm known for its personalized approach to wealth management. This is a prime opportunity to work alongside experienced advisors, ... in client meetings and strategy discussions. + Act as a secondary advisor , leading client reviews and recommending investment updates. *Please contact Michelle… more
- Bank of America (Palo Alto, CA)
- Wealth Management Specialist - NR Palo Alto, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- JPMorgan Chase (San Jose, CA)
- JP Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our ... utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide… more
- JPMorgan Chase (Palo Alto, CA)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …to join their team. The Senior Client Service Associate works alongside a Senior Financial Advisor to provide top-tier support to both current and potential ... and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Client Service Associate Employment Type: Full-Time Location: Walnut Creek; 5… more
- BMO Financial Group (Walnut Creek, CA)
- …achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... We are seeking a highly successful and experienced Senior Relationship Manager for our Diversified Industries Group...One Client focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth… more
- Bank of America (San Jose, CA)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... Relationship Manager - EGP San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and… more
- Federal Emergency Management Agency (Oakland, CA)
- …procedures, standards, and criteria to pertaining to the NFIP. Participating as a senior level advisor and liaison between FEMA headquarters, leadership in the ... Veterans, Peace Corps/VISTA volunteers, and persons with disabilities possess a wealth of unique talents, experiences, and competencies that can be invaluable… more