- Robert Half Finance & Accounting (San Francisco, CA)
- …reach out to Jennifer Fukumae on LinkedIn for immediate consideration! Role: Senior Wealth Advisor Location: San Francisco; hybrid (2 days in office) Salary: ... their continued success, they are looking to add a Wealth Advisor to their team-someone who is...management or RIA firm with financial planning experience + CFP (R) or CFA designation (or on track to obtaining… more
- Umpqua Bank (Sacramento, CA)
- Senior Wealth Advisor Wealth Management Portland, Oregon Boise, Idaho Bellevue, Washington Vancouver, Washington Seattle, Washington Tacoma, Washington ... business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional...preferred and/or applicable professional credentials such as CFA, CIMA, CFP , CWS, CEPA, or AIF, required. + 5+ years… more
- Bank of America (Palo Alto, CA)
- Wealth Strategies Advisor Palo Alto, California...of planning-related work experience desired + JD, CPA, or CFP desired + LLM, MST, MBA (or in progress) ... is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high- and ultra-high net… more
- TIAA (Irvine, CA)
- ** Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- Zions Bancorporation (San Diego, CA)
- …affiliate banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the San Diego ... + Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor , your role will be to...& 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in… more
- Charles Schwab (San Francisco, CA)
- …selected candidate for this role to work on site in the specified locations.** As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will… more
- M&T Bank (Los Angeles, CA)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... for growth and retention of that client base. The Wealth Advisor is focused on the profitable... management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business… more
- Neuberger Berman (San Francisco, CA)
- **Summaries:** The Wealth Advisor Associate will provide support to seasoned four-person Wealth Advisor Team with over $1.5bn in assets under management. ... The Wealth Advisor Associate will serve as the...to clients **Qualifications:** + Education: BA/BS required; MBA and/or CFA/CIMA/ CFP preferred + Professional licenses: Series 7 and 66… more
- Robert Half Finance & Accounting (Marin County, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Wealth Advisor at a RIA. This is a full-time permanent role based in ... info and immediate consideration. Requirements + 8+ years in financial planning, wealth management. + CFP (R) certification required; Series 65 or equivalent… more
- Robert Half Finance & Accounting (Marin County, CA)
- Description Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Wealth Advisor at a respected RIA in Marin County. This is a full-time, ... info and immediate consideration. Requirements + 5+ years in financial planning, wealth management. + CFP (R) certification required; Series 65 or equivalent… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Lead Wealth Advisor at a RIA. This is a full-time permanent role based in ... or email for additional info and immediate consideration. Requirements + 8+ years of wealth management experience. + MUST HAVE CFA, CFP or CIMA. + Series… more
- JPMorgan Chase (Long Beach, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- JPMorgan Chase (Irvine, CA)
- …in building that experience, this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you ... **Job responsibilities** + * Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their… more
- Bank of America (San Francisco, CA)
- Private Wealth Relationship Manager San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (San Jose, CA)
- Wealth Planner (FP) San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world… more
- JPMorgan Chase (Palo Alto, CA)
- Wealth Planning & Advice is a group of experts in trusts...+ 4-year college degree and either JD, LLB, CPA or CFP + 5 plus years of practice as a trusts & ... with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary...estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity… more
- City National Bank (San Francisco, CA)
- * WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? The Wealth Strategist position is part of CNR's Private Wealth Solutions (PWS) team, and is responsible for ... CNR by partnering with field business development officers. Initially support Senior Wealth Strategists throughout the planning process, with the ultimate goal of… more
- Deloitte (Los Angeles, CA)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in ... to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June...You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of… more
- Deloitte (Los Angeles, CA)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced ... to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on May...You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of… more
- JPMorgan Chase (Santa Clara, CA)
- …to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a ... management behaviors. As a Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for supporting the development of experienced JP… more