- Citigroup (Sunnyvale, 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
- Morgan Stanley (San Jose, CA)
- …by understanding their investment objectives and working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions. *DUTIES ... and planning strategies, often with guidance and input from senior team members * Assists Financial Advisors / Private...craft comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth Advisor … 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 ... CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement...Investment Team! We are a looking for a Financial Advisor Associate (FAA) to provide retirement and investment services… 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, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a… more
- Deloitte (San Jose, CA)
- …Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Senior within the Tax-Exempt practice, you will spend at least half (potentially 100%) ... dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in… more
- Morgan Stanley (Menlo Park, CA)
- …SUMMARY:* The Director of Investments is a senior level position on a Financial Advisor / Private Wealth Advisor team. This industry professional plays a ... communication skills to effectively discuss investment strategies with the Financial Advisor / Private Wealth Advisor team and their clients. *DUTIES and… more
- BMO Financial Group (San Jose, 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 Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the San… more
- Morgan Stanley (Palo Alto, CA)
- …* At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management ... a team * Strong attention to detail * Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel… more