- Citigroup (San Francisco, CA)
- The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and ... degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:** Full time **Primary Location:** San… more
- HSBC (San Francisco, CA)
- …our investors, our communities and the planet we all share. As the Investment Counselor you'll be partnering with Relationship Managers to offer appropriate ... to clients and attracting/enhancing client relationships and profitability. As our Investment Counselor you will: + Assess client needs + Develop a comprehensive… more
- TEKsystems (San Francisco, CA)
- A Large Investment company is hiring Investment Counselors to join the team for a great long term opportunity! Job Description: + You will partner with our ... will be paid for) + Bachelor's degree or equivalent work experience + Investment experience required **If Interested: Please apply and email Derek at Dmautz… more
- Bank of America (San Francisco, CA)
- …with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align ... through reviews and presentations, including assessing financial goals and recommending investment advisory strategies + Communicates solutions to clients that are… more
- Bank of America (San Francisco, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Deloitte (San Francisco, CA)
- …the capability to leverage them to the fullest. We are often amazed at how much investment is put into new solutions as compared with the time taken to upskill the ... and external stakeholders, including other Deloitte diligence workstreams, legal counsel, investment banks, and Client's HR leadership. + Practice Development &… more
- HUB International (San Francisco, CA)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Ranked 5th among the ... specific recommendations in such areas as cash management, insurance coverage, and investment planning. + Support employees and clients by helping them to develop… more
- Edward Jones (San Francisco, CA)
- …services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. ... offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial...PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning Counselor (TM) **Awards & Accolades** At Edward Jones, we… more
- Deloitte (San Francisco, CA)
- …Appraisers) + CRE ( Counselor of Real Estate) + CCIM (Certified Commercial Investment Member) + Licensed Texas Senior Property Tax Consultant + Ability to travel ... up to 10%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM. + Previous consulting experience from a large property tax practice. + Thorough understanding… more
- Deloitte (San Francisco, CA)
- …Appraisers) + CRE ( Counselor of Real Estate) + CCIM (Certified Commercial Investment Member) + Licensed Texas Senior Property Tax Consultant + Ability to travel ... up to 10%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax or JD and/or LLM. + Previous consulting experience from a large property tax organization. + Thorough… more