- AbilityFirst (Pasadena, CA)
- …with disabilities are essential. Experience overseeing facilities, capital projects, and investment portfolios is strongly preferred, along with the ability to ... Serve as primary liaison to independent auditors and maintain strong banking, investment , and financial institution relationships Lead the monthly close process and… more
- Fifth Third Bank, NA (El Segundo, CA)
- …+ Exhibits a sense of urgency and a continual drive to achieve results. Senior Investment Advisor Total Base Pay Range 119,500.00 - 256,900.00 USD Annual At ... business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain investment assets. Responsible...the Wealth Management Advisor (WMA) to retain investment assets. Responsible and accountable for risk by openly… more
- Sands Investment Group (Santa Monica, CA)
- …real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and be a ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Navy Federal Credit Union (San Diego, CA)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
- Atria Wealth Solutions (Dublin, CA)
- …www.cusonet.com . CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving the ... Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. About Patelco Credit Union Patelco… more
- JPMorgan Chase (Glendale, CA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- Columbia Bank (Santa Rosa, CA)
- …+ 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor Representative, or wealth ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- Citigroup (Beverly Hills, CA)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Sr. Lead is a strategic professional...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
- JPMorgan Chase (Diamond Bar, CA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...and interacting with our clients to offer the best investment solutions to meet their financial needs. As a… more
- BlackRock (San Francisco, CA)
- …(or progress toward completion) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written ... in US Wealth Advisory. The group has exceptional access to the investment teams, resources, and strategies within BlackRock. Alternative Investment Specialists… more
- JPMorgan Chase (Los Angeles, CA)
- …Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor ... over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, high-net-worth team members, and retail investors… more
- CIBC (Newport Beach, CA)
- …trusted advisor , while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor ). + Focus on external calling and ... CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new… more
- PNC (Irvine, CA)
- … and fiduciary administrative activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor . Executes activities required by ... legal and compliance related issues for assigned accounts. Communicates with Investment Advisor and Fiduciary Advisor , solves problems, and escalates… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Bay Area Industry: Financial Services / Wealth Management A well-regarded independent Registered Investment Advisor (RIA) firm in the North Bay is seeking a ... client-centric team. This is a fantastic opportunity for an experienced advisor to manage high-net-worth relationships, deliver holistic financial planning, and… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …North Bay Area Industry: Financial Services / Wealth Management A respected independent Registered Investment Advisor (RIA) firm in the North Bay is seeking a ... client-focused team. This is an exciting opportunity for an experienced advisor to manage high-net-worth relationships, deliver comprehensive financial planning, and… more
- US Bank (Aptos, CA)
- …you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Qualifications + Bachelor's degree + 7+ years of experience in a Registered Investment Advisor (RIA) environment + Strong understanding of custodial platforms ... CA Industry: Financial Services / Wealth Management A well-established, SEC-registered investment advisory firm with approximately $1.9 billion in assets under… more
- Charles Schwab (San Francisco, CA)
- …management investment products and solutions to both retail and registered investment advisor (RIA) clients. Within WAS, the Senior Manager, Third-Party ... Centralized Relationship Management will be a part of the Investment Offers & Solutions (IOS) group's Mutual Fund and...with asset managers + Partnering with key stakeholders in Advisor and Investor Services, Retirement and Clearing enterprises to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …work structure supporting work-life balance + Equal opportunity employer and SEC-registered investment advisor Excited about this opportunity? Apply today and ... ultra-high-net-worth clients through a comprehensive suite of services including investment management, financial planning, lending strategy, and bespoke family… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …financial services, or client-facing background who want to transition into the Registered Investment Advisor (RIA) space. You will be the first point of ... services experience in a client-focused RIA setting, learn the nuances of investment advisory operations, and grow your career in wealth management. Reception &… more
