- Bank of America (San Mateo, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Associate San Mateo, California **Job Description:** At Bank of America, we are guided by a common...offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
- Bank of America (San Jose, CA)
- …regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the CA will often serve as ... Wealth Management Client Associate San Jose, California **Job Description:** Merrill Wealth...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Umpqua Bank (San Jose, CA)
- …deposits and core fee income, to support the bank in achieving its overall financial targets. + Serve as a trusted advisor to clients, functions as the ... Banking San Jose, California San Francisco, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and… more
- Bank of America (San Jose, CA)
- …Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an… more
- SMBC (San Jose, CA)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers Bank , JRI America, Inc., SMBC Leasing and Finance, Inc.,… more