- Robert Half Finance & Accounting (Marin County, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Wealth Advisor at a RIA. This is a full-time permanent role based ... is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in… more
- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a **Market Sales Manager** in Wealth and Investment Management as part of Wells Fargo Advisors. We are seeking a driven ... and goal-oriented professional with extensive experience in growing asset flows and fostering liability growth. The Market Sales Manager will have a proven ability… more
- Citigroup (San Francisco, CA)
- …communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to ... Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They… more