- Citigroup (Pleasant Hill, CA)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
- Robert Half Finance & Accounting (Marin County, CA)
- Description Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Wealth Advisor at a respected RIA in Marin County. This is a full-time, ... a hybrid schedule. Join an independent firm that delivers holistic wealth management focused on financial well-being, personal fulfillment, and long-term security.… more
- City National Bank (Walnut Creek, CA)
- … ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's...you will do * Business Development serves as the wealth mgmt. point of contact for Personal & Business… more
- Bank of America (Pleasanton, CA)
- …(EGP) Senior Relationship Manager** for supporting the Merrill Financial Advisor (FA) team to further develop and enhance existing client relationships. Key ... Wealth Management Specialist - NPD (FP) Pleasanton, California...onboarding and resolving escalations + Partners with the Financial Advisor (FA) team and/or Senior Business Managers… more
- Robert Half Finance & Accounting (El Cerrito, CA)
- …with a leading independent wealth management firm in their search for a Senior Tax Advisor . This firm is dedicated to transforming the financial futures of ... to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Sr. Tax Advisor Location: El Cerrito; Hybrid Salary: $120-140k + Bonus Robert Half is… more
- LTD Global (Livermore, CA)
- …products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local ... Stakeholder Partnership & Communication + Serve as a trusted advisor to HR business partners and business leaders on...with at least 2 years in a managerial or senior -level role. + Strong understanding of compensation design, market… more