- Robert Half Finance & Accounting (San Jose, CA)
- …for the opportunity below. Our client is a fast-growing and prestigious private wealth management firm! + New position here with the team. The firm is ... your series 65 and other professional designations + Very client focused firm - 99% clients are from referrals...99% clients are from referrals and they have great client retention + Very tech driven firm - cloud… more
- Bank of America (Carmel, CA)
- Private Wealth Client Associate Carmel, California...a client first mindset **Skills:** + Account Management + Client Management + Customer ... and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization +… more
- Bank of America (Monterey, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... member of the market leadership team and manages the Wealth Management Client Associates, Operations...supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In… more
- KPMG (San Jose, CA)
- **Business Title:** Senior Associate , Disaster Recovery **Requisition Number:** 111234 - 12 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San ... 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
- Grant Thornton LLP (San Jose, CA)
- Tax Associate As a Tax Associate at Grant Thornton, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax ... and healthcare. Procedures vary depending on the type of engagement and associate experience. Procedures may range from reviewing data input, utilizing various… more