- Bank of America (San Jose, CA)
- Wealth Management Client Associate San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Robert Half Finance & Accounting (San Jose, CA)
- …in the implementation and monitoring of compliance processes. Requirements + 5+ years of wealth management experience + Must have great tenure at previous jobs - ... or Email for fastest consideration for this opportunity. Our client is a distinguished and rapidly growing investment advisory...San Jose, renowned for its success driven solely by client referrals-a testament to their excellence in the industry.… more
- Robert Half Finance & Accounting (San Jose, CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: San Jose, CA 100% Onsite Salary: $90-110k ... base + Bonus (~20%) About the Company: This organization is a swiftly expanding investment advisory entity, managing assets valued billions of assets. The firm fosters a distinctive learning culture featuring comprehensive training. Key Responsibilities: + Run… more
- Atria Wealth Solutions (San Jose, CA)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to ... relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to… more
- KPMG (San Jose, CA)
- …Identify and clearly communicate performance improvement opportunities and leading practices to client personnel and senior management and work with partners to ... **Business Title:** Senior Associate , Internal Audit **Requisition Number:** 119115 - 12...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that… more
- KPMG (San Jose, CA)
- **Business Title:** Senior Associate , Workday Projects/Assets/Customers Lead **Requisition Number:** 112679 - 12 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more