- Bank of America (Palo Alto, CA)
- Private Client Advisor II Palo Alto, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... investable assets) * Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused individual with… more
- JPMorgan Chase (Palo Alto, CA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- BMO Financial Group (Palo Alto, CA)
- …management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an ... understanding of and care for the client through proactive delivery of holistic advice and solutions...of holistic advice and solutions designed to meet the client 's specific financial planning needs. Coordinates and integrated team… more
- Morgan Stanley (Menlo Park, CA)
- …appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client service ... to diversifying its workforce. M/F/D/V **Job:** **Wealth Management* **Title:** * Private Wealth Management Registered Client Service Associate **Location:**… more
- Citigroup (Sunnyvale, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Local and regional travel may be required. Requirements Keys: * 10 + years of Private Client /High Net Worth experience. * Series 65 license or commitment to ... please reach out to Michael Lauer via LinkedIn Wealth Advisor Los Gatos (Hybrid) $125K-$175K + Bonus and Profit...Excellent Benefits like 401k up to 6.5%! Company: Our client is an investment management firm with nearly $5B… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …and other related parties to assigned accounts. Requirements * 10 + years of Private Client /High Net Worth experience. * Series 65 license or commitment to ... an exceptional company in the search for a Wealth Advisor to join their esteemed Wealth Advisory team. The...Advisory team. This individual is responsible for servicing existing client relationships as well as assisting in generating new… more
- Morgan Stanley (Menlo Park, CA)
- …helps shape the vision of client service and business management for the Financial Advisor / Private Wealth Advisor team by defining clear roles and ... Group Director is a critical member of the Financial Advisor / Private Wealth Advisor ...their business plans, identifying new business opportunities, and overseeing client meetings and events. The Group Director supports the… more
- Deloitte (San Jose, CA)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Manager in our Private ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of… more
- Deloitte (San Jose, CA)
- …transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with ... need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more
- KPMG (Santa Clara, CA)
- …high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust ... **Business Title:** Manager, Business Tax Services - Private Enterprise **Requisition Number:** 111291 - 13 **Function:**...individuals and Family Offices + Serve as the trusted advisor to ultra-high net worth families on matters relating… more
- Deloitte (San Jose, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (San Jose, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Deloitte (San Jose, CA)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more
- DLA Piper (Palo Alto, CA)
- …your career. Let's see what we can achieve. Together. If you are a talented Client Development Executive - Corporate, we want to hear from you! This position can sit ... + Hardworking and diligent with a keen understanding of client demands + Demonstrated composure when dealing with difficult...leadership in a business development/sales role, preferably from the private equity ecosystem + JD or MBA - highly… more
- Deloitte (San Jose, CA)
- …compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As ... to clients in the Real Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to an elite group of specialists… more
- Raymond James Financial, Inc. (San Jose, CA)
- …Authority, the National Futures Association, and the NYSE._ _RJA's services include: private client ; institutional equity and fixed income institutional sales; ... operations and administration. RJA employs approximately 3,200 financial advisors through its private client group under RJA's eponymous "Raymond James &… more
- Bank of America (Palo Alto, CA)
- …a specialized team within the Global Commercial Bank which serves public and private healthcare companies, generally with annual revenues of $50 million to $2 ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- Deloitte (San Jose, CA)
- …and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real… more
- Deloitte (San Jose, CA)
- …time serving non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit ... basis. Responsibilities will include: + Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements. + Advising… more