- Bank of America (Los Angeles, CA)
- Registered Wealth Management Client Associate Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/ Registered - Wealth - Management - Client -Associate\_25037572) **Job Description:** Merrill Wealth Management… more
- Citigroup (San Francisco, CA)
- The Registered Wealth National Client ...Senior Wealth Advisors (SWA) of Citi Personal Wealth Management . They will provide on-site (and ... transition is handled efficiently and seamlessly with VIP care. The Wealth National Client Onboarding Specialist works closely with business partners and will… more
- JPMorgan Chase (Diamond Bar, CA)
- …their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will be tasked with delivering exceptional client ... our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …+ Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft Office; experience with Box, ... a Client Service Associate at a growing, client -focused Registered Investment Advisor (RIA). This is...contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors… more
- JPMorgan Chase (San Francisco, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- City National Bank (Los Angeles, CA)
- *AUDIT MANAGER II- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of ... practices, governance processes, system of internal controls for the Wealth Management platform: Personal and Employee Benefit Trust Administration,… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- … Wealth Manager Location: North Bay Area Industry: Financial Services / Wealth Management A respected independent Registered Investment Advisor (RIA) ... firm in the North Bay is seeking a Wealth Manager to join its collaborative and client...service aligned with the firm's values Financial Planning & Wealth Management + Develop and execute financial… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- … Wealth Manager Location: North Bay Area Industry: Financial Services / Wealth Management A well-regarded independent Registered Investment Advisor (RIA) ... firm in the North Bay is seeking a Wealth Manager to join its collaborative, client -centric...service aligned with the firm's values Financial Planning & Wealth Management + Create and implement financial… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …required. + Series 65 or equivalent strongly preferred. + 5+ years of wealth management or advisory experience. + Strong technical knowledge of planning, ... Jennifer Fukumae is partnering with a highly regarded independent SEC- Registered Investment Advisor in Mill Valley to identify a... Investment Advisor in Mill Valley to identify a Wealth Manager. This is a unique opportunity to join… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- Citigroup (Rolling Hills Estates, CA)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Licensed Client Service Associate is a developing professional role...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …client service. + Desire to pivot into the RIA space and grow within a client -focused wealth management team. Why Join Us + Opportunity to transition from ... client -facing background who want to transition into the Registered Investment Advisor (RIA) space. You will be the...of investment advisory operations, and grow your career in wealth management . Reception & Office Administration +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …connect! Requirements Requirements + Bachelor's degree + 6-8+ years of experience in client -facing roles within wealth management , family office, or related ... Description Senior Client Associate Location: San Francisco, CA (Montgomery BART)... Associate Location: San Francisco, CA (Montgomery BART) Industry: Wealth Management / Multi-Family Office Compensation: $100,000-$115,000… more
- US Bank (Rocklin, CA)
- …in order to refer clients to registered representatives in partnership with wealth management teams. No direct investment sales are made by the Premier ... Relationship Consultants must actively maintain FINRA registrations to meet defined referral client and wealth management introductions. Position requires… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. As a Client Services Associate, you ... CLIENT SERVICES ASSOCIATE - FINANCIAL SERVICES Dunham &...across all 50 states. Dunham is an independently owned Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC, helping Financial… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …closely with founders, investors, and multi‑generational families to deliver tailored wealth strategies, portfolio management , and family office services. You'll ... Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA....and immediate consideration. Requirements + 2+ years at a Registered Investment Adviser (RIA) NO EXCEPTIONS + MUST have… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management , and family office services. You'll ... Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA....and immediate consideration. Requirements + 3+ years at a Registered Investment Adviser (RIA) NO EXCEPTIONS + MUST have… more
- T. Rowe Price (San Francisco, CA)
- … globally. This role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $650B in AUM. ... The Wealth Management distribution group strives to build...outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Director of Operations Location: San Francisco, CA Industry: Financial Services / Wealth Management A well-established, SEC- registered investment advisory ... firm with approximately $1.9 billion in assets under management is seeking an experienced and strategic Associate Director of Operations to join its high-performing… more
- City National Bank (Los Angeles, CA)
- …such as a broker/dealer and/or registered investment adviser. * For Wealth Management Compliance roles, experience working within a Compliance Investment ... For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). * For Wealth Management Compliance roles, experience with a financial institution… more