- 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
- Robert Half Finance & Accounting (Marin County, CA)
- …consideration. Join a growing financial services firm committed to exceptional wealth management and financial planning. With a holistic, client-first approach, the ... perks. What You'll Do + Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.… 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
- 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
- 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