- Morgan Stanley (Menlo Park, CA)
- …diversifying its workforce (M/F/Disability/Vet) **Job:** ** Wealth Management * **Title:** * Private Wealth Management Registered Client Service ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- JPMorgan Chase (Oakland, CA)
- …meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to individuals ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...will be done with a consistent focus on relationship management , not portfolio management + Demonstrate a… 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 ... financial topics such as tax loss harvesting, stock option, and restricted wealth transfer strategies. Requirements Qualifications: + 4+ years' experience in an RIA… more
- Morgan Stanley (Walnut Creek, CA)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Registered Client Service ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to...exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily… more
- Citigroup (San Francisco, CA)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Registered Client Service Associate is a developing professional...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more
- City and County of San Francisco (San Francisco, CA)
- …the economic security and mobility of all San Franciscans. OFE is a unique private -public partnership housed in the Office of the Treasurer & Tax Collector (TTX). ... fight predatory financial practices and help low-income families build and protect wealth . For more info, see www.sfofe.org. OFE works closely alongside TTX's… more
- City and County of San Francisco (San Francisco, CA)
- …the economic security and mobility of all San Franciscans. OFE is a unique private -public partnership housed in the Office of the Treasurer & Tax Collector (TTX). ... to fight predatory financial practices and help low-income families build and protect wealth . For more info, visit www.sfofe.org. Reporting to the OFE Director, the… more