- Bank of America (Irvine, CA)
- Part Time - Wealth Management Client Associate Irvine, California **Job Description:** Merrill Wealth Management is a leading provider of ... comprehensive wealth management and investment products and services for individuals, companies,...role. These expectations are subject to change at any time and at the sole discretion of the Company.… more
- City National Bank (San Francisco, CA)
- …and Programs. This role will be part of CNB's Private Banking and Wealth Management team, and responsibilities will span across all Wealth businesses ... * WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY...* WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY MGR* *WHAT IS...and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer … more
- Citigroup (San Francisco, CA)
- … part of the Global Citi Wealth organization. We focus on providing wealth management for busy professionals and their firms. We help our clients save, ... grow pipeline for Institutional Investments + Work with various Wealth product partners - Citi Investment Management ,...client profiles in terms of returns expectation, risk appetite, time horizon, liquidity needs + Work with extended banking… more
- Umpqua Bank (Sacramento, CA)
- Senior Wealth Advisor Wealth Management ...Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a ... understanding of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to… more
- BMO Financial Group (San Francisco, CA)
- …assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support national business growth while focusing ... Wealth Advisors to support their delivery of wealth management solutions. + Provides proactive, integrated...role, and may include a commission structure. Salaries for part - time roles will be pro-rated based on… more
- Charles Schwab (Sacramento, CA)
- …the status quo" and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions ... help promote, retain and delight clients of Schwab's premier wealth management solution, Schwab Wealth ...internal meetings, etc. + Self-motivated and ability to travel part - time , or as needed to successfully manage… more
- City National Bank (Beverly Hills, CA)
- …The Wealth Analyst will participate in special projects, as assigned by the Wealth Advisors, that may be repetitive or one- time , which support the team, the ... * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The...Administrative group on the front-end on-boarding of new investment management and trust accounts. * Gather client account performance… more
- Equitable (San Diego, CA)
- Wealth Management Associate - CA, San Diego (2265) ( 2000054Z ) **Primary Location** : UNITED STATES-CA-San Diego **Organization** : Equitable Advisors ... **Schedule** : Full- time **Description** **Equitable Advisors** is dedicated to making a...financial professional, empowering you to establish your career in wealth management . Stable pay is based on… more
- Citizens (San Francisco, CA)
- …manager as necessary. + Develop and nurture positive relationships with high-net-worth clients, wealth managers, and wealth management team members. + ... combined with a strong emphasis on client-focused approaches. + Background in private wealth management industry is advantageous Hours & Work Schedule * Hours… more
- BMO Financial Group (Sacramento, CA)
- …prior Banking / Financial Service Industry experience. Preferably 2-3 years within Wealth Management operations or support.** Gathers and analyzes investment ... and qualifications for the role, and may include a commission structure. Salaries for part - time roles will be pro-rated based on number of hours regularly… more
- Citigroup (San Francisco, CA)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending Advisors partner with Citi ... and refinancing opportunities along with restructuring existing loans as part of clients overall capital management . We...lending opportunities to grow the West Coast portfolio as part of the wider Citi Wealth lending… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …or email for additional info and immediate consideration. Requirements + 8+ years of wealth management experience. + MUST HAVE CFA, CFP or CIMA. + Series ... Wealth Advisor at a RIA. This is a full- time permanent role based in San Francisco with a...to investors worldwide. This is your chance to be part of an exceptional wealth advisory team… more
- BMO Financial Group (Los Angeles, CA)
- …+ Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge of Bank products, services and ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio...role, and may include a commission structure. Salaries for part - time roles will be pro-rated based on… more
- Citigroup (San Francisco, CA)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- BlackRock (San Francisco, CA)
- …deployment + NASD Series 7 and 66 (or 63 & 65) required + Clean U-4 + Part - time travel is required within the territory For San Francisco, CA Only the salary ... one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid...for clients to choose from. **Business Description** BlackRock's US Wealth Advisory business manages the firm's relationships with US… more
- Citigroup (San Francisco, CA)
- …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... opening efforts around our world-class Investments platform, as a part of our core client coverage team + Partner...Family Group:** Private Client Coverage **Job Family:** Client Onboarding ** Time Type:** Full time **Primary Location:** San… more
- CIBC (San Francisco, CA)
- …and/or investments + Experience in personal tax, financial planning or investment management + Strong client service commitment + Strong interpersonal and verbal ... Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation),...Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients,… more
- The Walt Disney Company (Burbank, CA)
- …and operational procedures, client requests, etc. Interact with Credit Union and Wealth Management departmental Staff, Members and Clients to ensure ... are met and communications clear and understood. Support Partners Retirement and Wealth Management 's business plan, budget and marketing functions. Develop and… more
- CIBC (Newport Beach, CA)
- …primary purpose is identifying, cultivating and introducing new private wealth management relationships with high-net-worth individuals, family offices, ... and develops new business opportunities. + Guide client conversations for life driven wealth management through proactive advice. + Demonstrate a deep well… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …and more. **We sponsor H1B visa, Green Card, and J1 Visa applicants. Flexible Schedules: Part - time hours range from 8 to 40 hours per week. Compensation: $106.30 ... TVHC provides a comprehensive compensation package that supports the health, wealth , and career development of our employees. Loan repayment/forgiveness candidacy is… more