- Fidelity TalentSource LLC (Newport Beach, CA)
- Job Description: Wealth Management Planning ConsultantFor you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our ... that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We...recommend five yearsDegree and/or other professional certifications such as CFP are helpful The Purpose of Your RoleYou are… more
- Fidelity TalentSource LLC (Burlingame, CA)
- …outreach, you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexitySeries 7 & 63 ... OR ability to acquire quickly upon hireDegree and/or other professional certifications such as a CFP are helpful; if you don t already have a CFP or degree,… more
- Fidelity TalentSource LLC (Irvine, CA)
- …by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, ... including communication skills, our product offering and practice management techniques. The Expertise We re Looking ForWe ask that you have sales experience in the… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …continuing education and mentorship. Requirements + 2-4+ years of relevant experience in wealth management . + CFP certification or demonstrated progress ... over 300 employees operating from multiple offices. As the Senior Advisor Associate , you will provide support for Lead and Service Advisors, including financial… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …fastest consideration for this opportunity. Our client is an advisory and wealth management firm with ~$5 billion AUM. Associate Tax Wealth Advisor Menlo ... tax return preparation + Preferred qualifications include CPA, CFA, CFP , or similar designations + Ideally on the path...or similar designations + Ideally on the path to CFP certification and have experience at another RIA +… more
- Equitable (San Francisco, CA)
- Wealth Management Associate CA, San Francisco (5107) ( 2400009F ) **Primary Location** : UNITED STATES-CA-San Francisco **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our… more
- Zions Bancorporation (Irvine, CA)
- …for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth Management is a specialized division within the bank that offers ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...risk management . The primary goal of a wealth management group is to help clients… more
- Citizens (San Francisco, CA)
- …of CFAs, CPAs, attorneys and CFP (R)s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, ... Description Clarfeld|Citizens Private Wealth is continuing it's growth initiative. We are...business development opportunities strongly desired. + Delegate work to associate level ATEP planners, as well as coordinate project… more
- Robert Half Finance & Accounting (CA)
- …LinkedIn or Email for fastest consideration for this opportunity. Our client is a fantastic wealth management firm in the East Bay that makes it their mission to ... Lead Advisors in creating, implementing, and monitoring clients' financial planning and wealth management . + Direct client interaction, paperwork processing, and… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …over $4.0 billion in assets under management . They are seeking a new Associate Wealth Advisor to join the team. Responsibilities include: + Prepare agendas, ... recent regulations, and financial markets Requirements Key Requirements include: + CPA, CFA, CFP or other designation preferred + Ideally 2+ years out of public… more
