- Citigroup (Palo Alto, CA)
- …advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and ... proposition to incoming employees at target firms + Cultivate relationships with firm employees. Source leads and referrals to generate new individual and… more
- Citigroup (Palo Alto, CA)
- …Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work . Citi Global Wealth at Work is designed ... Citi Global Wealth brings together the full power of Citi...and approaches in own field to directly impact the work of others and the results of the organization.… more
- JPMorgan Chase (Palo Alto, CA)
- …(eg, GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work one-on-one with clients in appropriate ... Wealth Planning & Advice is a group of...(operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them… more
- Bank of America (San Jose, CA)
- Wealth Planner (FP) San Jose, California **To proceed...we empower you to bring your whole self to work . We value diversity in our thoughts, business, and ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Jose/ Wealth -Planner--FP-\_25034932) **Job Description:** Merrill Wealth Management is… more
- Deloitte (San Jose, CA)
- …to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2026 What You'll Do As ... a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of...of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and… more
- TIAA (Palo Alto, CA)
- …goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners ... ** Wealth Advisor** Supported with a robust array of...annual sales targets. **Educational Requirements** + University (Degree) Preferred ** Work Experience** + 3+ Years Required; 5+ Years Preferred… more
- TIAA (Palo Alto, CA)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... and propose solutions that fit each client's unique scenario, and unwavering work ethic. * Thrives in an environment of empowerment and accountability, learns… more
- JPMorgan Chase (Mountain View, CA)
- …financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational ... and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also… more
- Citigroup (Palo Alto, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the… more
- Bank of America (San Jose, CA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Jose/Market-Supervision-Manager\_25039377) **Job Description:** Merrill Wealth Management is a leading ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...we empower you to bring your whole self to work . We value diversity in our thoughts, business, and… more
- Bank of America (Palo Alto, CA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_24007333) **Job Description:** Merrill Wealth Management is a ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...we empower you to bring your whole self to work . We value diversity in our thoughts, business, and… more
- Grant Thornton (San Jose, CA)
- …in the way that best serves your clients and your life. Consistent with the firm 's hybrid work model, this position will require in-person attendance at least ... duties, including tax research, tax planning, and the preparation of supporting digital work papers for various tax returns and tax related projects. You will … more
- Edward Jones (Castro Valley, CA)
- …clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with ... in the US and Canada than any other investment firm , serving over eight million clients. Our financial advisors...Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling… more
- TIAA (Palo Alto, CA)
- …approaches. The position blends relationship leadership, portfolio oversight, and firm -wide collaboration. **Key Responsibilities and Duties** + Lead investment ... evolving client goals. + Conduct in-depth portfolio reviews and guide long-term wealth planning conversations. + Mentor Associate and Portfolio Managers to elevate… more
- Citigroup (Palo Alto, CA)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... product experts to develop long-term solutions to strengthen relationships with the firm . + Help clients achieve broad financial/investment goals related to the… more
- JPMorgan Chase (Palo Alto, CA)
- …will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless ... relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person...what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke… more
- Robert Half Legal (San Jose, CA)
- …for more information. (C) 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project ... administration, and estate and gift tax matters. You will work collaboratively with colleagues and independently manage client matters...lawyers do not constitute a law firm among themselves. An Equal Opportunity… more
- EFI Global (San Jose, CA)
- …engineering, fire investigation, environmental, health and safety, and specialty consulting services firm serving a variety of industries in both the public and ... private sectors. Over the last four decades, we have grown from a boutique firm specializing in handling insurance fraud and arson cases and providing expert witness… more
- JPMorgan Chase (Redwood City, CA)
- …build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists ... Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory… more
- Citigroup (San Mateo, CA)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via ... on clientele, geography, market conditions, and other factors. + Work as a team with all internal partners to...partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast… more