- Fidelity TalentSource LLC (Walnut Creek, CA)
- …RoleAs a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client ... with and/or knowledge of behavioral economics and family psychologyConsistent record building wealth management plans and strategies with new and existing… more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Morgan Stanley (Orinda, CA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity. Our client is a fantastic wealth management firm in the East ... provide a unique and outstanding experience for their clients. Associate Advisor East Bay Hybrid; with tons of flexibility...in creating, implementing, and monitoring clients' financial planning and wealth management . + Direct client … more
- KPMG (Walnut Creek, CA)
- …Institute of Architects, or other professional certification is preferred + Demonstrated client coordination and subcontractor management for full life cycle ... **Business Title:** Associate , Infrastructure Project Advisory (Construction/Engineering) **Requisition Number:** 111168 - 15 **Function:** Advisory **Area of… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …please view my Linkedin under Charlie O'Brien and email me your resume. Our client is an employee-owned wealth management firm in the east-bay. ... to make independent decisions with a mantra to put client needs first. Responsibilities: + Support lead and ...client needs first. Responsibilities: + Support lead and associate advisors as their book of clients continues to… more
- KPMG (Walnut Creek, CA)
- **Business Title:** Senior Associate , Disaster Recovery **Requisition Number:** 111234 - 15 **Function:** Advisory **Area of Interest:** **State:** CA **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
